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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$246K +$31.1K +249 +14%
PWM
652
Perigon Wealth Management
California
$246K +$24.9K +200 +11%
DMBA
653
Deseret Mutual Benefit Administrators
Utah
$246K -$3.74K -30 -1%
FMLI
654
Fukoku Mutual Life Insurance
Japan
$244K
USCWA
655
U.S. Capital Wealth Advisors
Texas
$242K +$2.49K +20 +1%
BBA
656
Baader Bank Aktiengesellschaft
Germany
$234K +$238K +1,909 New
AWA
657
Aaron Wealth Advisors
Illinois
$230K +$233K +1,865 New
FA
658
Faithward Advisors
Pennsylvania
$230K +$232K +1,860 New
SC
659
Syon Capital
California
$229K +$7.11K +57 +3%
CMF
660
Counterpoint Mutual Funds
California
$229K -$608K -4,872 -72%
Focus Partners Wealth
661
Focus Partners Wealth
Massachusetts
$228K +$230K +1,846 New
BC
662
Bridgefront Capital
Texas
$228K +$230K +1,843 New
LSA
663
Lansing Street Advisors
Pennsylvania
$223K +$1.25K +10 +0.6%
DWM
664
Drive Wealth Management
Utah
$222K +$2.12K +17 +1%
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$222K -$1.25K -10 -0.6%
GWM
666
Gitterman Wealth Management
New Jersey
$221K +$2.87K +23 +1%
FTWA
667
Fifth Third Wealth Advisors
Ohio
$220K -$6.61K -53 -3%
DC
668
Diametric Capital
Massachusetts
$218K +$220K +1,767 New
CCG
669
Catalina Capital Group
California
$215K +$8.73K +70 +4%
SAI
670
Savvy Advisors Inc
New York
$214K +$216K +1,732 New
PPW
671
Parcion Private Wealth
Washington
$214K -$2.25K -18 -1%
NI
672
NDVR Inc
Massachusetts
$214K +$1.37K +11 +0.6%
MCM
673
MV Capital Management
Maryland
$213K +$5.49K +44 +3%
QCG
674
Quadrant Capital Group
Ohio
$208K +$7.36K +59 +4%
PBO
675
Peoples Bank (Ohio)
Ohio
$207K -$95.8K -768 -31%