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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
551
Auxier Asset Management
Oregon
$134K
BAM
552
BOCHK Asset Management
Hong Kong
$133K +$129K +10,000 New
SWP
553
Summit Wealth Partners
Florida
$133K +$129K +10,000 New
AWM
554
Accurate Wealth Management
Florida
$132K +$137K +10,608 New
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$131K +$33.1K +2,573 +35%
CAG
556
Csenge Advisory Group
Florida
$122K +$118K +9,189 New
GSWM
557
Golden State Wealth Management
California
$120K -$36K -2,800 -24%
PMFA
558
Plante Moran Financial Advisors
Michigan
$116K +$11.9K +922 +12%
HWM
559
HighMark Wealth Management
Minnesota
$106K
IA
560
IFP Advisors
Florida
$105K +$94.1K +7,308 +1,153%
RIL
561
Rothschild Investment LLC
Illinois
$100K +$33.3K +2,587 +52%
IA
562
IFG Advisory
Georgia
$100K +$96.9K +7,529 New
HNB
563
Huntington National Bank
Ohio
$98.5K +$2.52K +196 +3%
BBHC
564
Brown Brothers Harriman & Co
New York
$87.6K +$31.7K +2,461 +60%
OWP
565
ORG Wealth Partners
Texas
$84.5K +$81.9K +6,361 New
HFM
566
Harvest Fund Management
China
$84K +$81.9K +6,362 New
HI
567
Horizon Investments
North Carolina
$84K +$52.7K +4,094 +181%
TPCW
568
TD Private Client Wealth
New York
$83.1K +$23.2K +1,799 +40%
WAG
569
Wilkerson Advisory Group
Missouri
$81.5K +$79K +6,136 New
ADL
570
Asset Dedication LLC
California
$80.3K -$283 -22 -0.4%
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$77.5K +$9.16K +712 +14%
NRG
572
Nemes Rush Group
Michigan
$76.1K
CSP
573
Cary Street Partners
Virginia
$73.3K -$5.15K -400 -7%
SC
574
SouthState Corp
Florida
$71.2K +$69K +5,359 New
EC
575
Elequin Capital
New York
$70K +$67.9K +5,272 New