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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
Baron Wealth Management
Michigan
$496K +$3K +30 +0.7%
CRC
1052
Curi RMB Capital
Illinois
$495K -$3.5K -35 -0.8%
VWA
1053
V Wealth Advisors
Kansas
$495K
PFS
1054
Prospera Financial Services
Texas
$494K -$26.5K -265 -6%
AFP
1055
Ausdal Financial Partners
Iowa
$493K +$30.5K +305 +7%
FF
1056
Fluent Financial
Texas
$492K +$180K +1,800 +70%
SWM
1057
Salvus Wealth Management
New Jersey
$489K +$4K +40 +0.9%
WAM
1058
Weiss Asset Management
Massachusetts
$489K
ANBT
1059
American National Bank & Trust
Texas
$484K
WA
1060
WBH Advisory
Maryland
$484K
VI
1061
Versor Investments
New York
$479K -$195K -1,950 -31%
NP
1062
Nilsine Partners
Colorado
$478K +$1K +10 +0.2%
9WM
1063
9258 Wealth Management
Ohio
$477K -$17.5K -175 -4%
PI
1064
PFG Investments
New York
$475K +$423K +4,230 New
C
1065
Certuity
Florida
$468K -$66K -660 -14%
TPA
1066
Trivium Point Advisory
Connecticut
$468K -$3K -30 -0.7%
CTC
1067
Central Trust Company
Missouri
$466K +$200K +2,000 +93%
CI
1068
Conning Inc
Connecticut
$465K -$83K -830 -17%
KCM
1069
KRS Capital Management
Michigan
$464K -$22.5K -225 -5%
OP
1070
ORG Partners
Indiana
$462K +$411K +4,110 New
CL
1071
Choreo LLC
Illinois
$458K +$4K +40 +1%
SMA
1072
Sage Mountain Advisors
Georgia
$458K +$14K +140 +4%
ZIG
1073
Zullo Investment Group
Pennsylvania
$457K -$12K -120 -3%
KMWM
1074
Keudell/Morrison Wealth Management
Oregon
$457K -$2.5K -25 -0.6%
AWA
1075
Arete Wealth Advisors
Illinois
$454K +$49.5K +495 +14%