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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1426
Naviter Wealth
Arkansas
$857K +$27K +220 +3%
ESB
1427
Essex Savings Bank
Connecticut
$851K +$10.2K +83 +1%
XWM
1428
Xcel Wealth Management
Florida
$850K -$72.5K -590 -8%
PVH
1429
Psagot Value Holdings
Israel
$849K -$141K -1,147 -14%
AP
1430
Adero Partners
California
$843K +$1.48K +12 +0.2%
BW
1431
BIP Wealth
Georgia
$840K +$842K +6,846 New
PI
1432
PFG Investments
New York
$839K +$841K +6,844 New
IDBONY
1433
Israel Discount Bank of New York
New York
$839K -$16.7K -136 -2%
PPC
1434
Park Place Capital
Alabama
$838K -$75.2K -612 -8%
PFBT
1435
Parkside Financial Bank & Trust
Missouri
$831K +$16.5K +134 +2%
BTI
1436
Blue Trust Inc
Georgia
$830K -$70.4K -573 -7%
PHS
1437
Pekin Hardy Strauss
Illinois
$823K -$473K -3,844 -36%
RA
1438
RFG Advisory
Alabama
$822K +$138K +1,122 +20%
CG
1439
Cutler Group
California
$822K -$359K -2,918 -30%
HWP
1440
Highline Wealth Partners
California
$822K – – –
BMCM
1441
Burns Matteson Capital Management
New York
$821K -$46.2K -376 -5%
SF
1442
Summit Financial
New Jersey
$817K +$73.8K +600 +10%
PAM
1443
Peak Asset Management
Colorado
$814K +$11.1K +90 +1%
APP
1444
Avantax Planning Partners
Iowa
$812K -$368K -2,994 -31%
VAM
1445
Verity Asset Management
North Carolina
$810K +$429K +3,493 +112%
DI
1446
DAGCO Inc
Ohio
$810K -$61.5K -500 -7%
MLA
1447
My Legacy Advisors
Oregon
$810K -$7.75K -63 -0.9%
KCM
1448
KLK Capital Management
California
$808K +$1.48K +12 +0.2%
SAM
1449
S.A. Mason
Michigan
$802K – – –
ACP
1450
Aveo Capital Partners
Colorado
$801K -$3.07K -25 -0.4%
56 57
58
59 60