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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
576
Pinnacle Wealth Planning Services
Ohio
$206K +$285 +4 +0.1%
LWL
577
Leo Wealth LLC
Texas
$205K +$194K +2,722 New
WTA
578
Washington Trust Advisors
Massachusetts
$202K – – –
BBA
579
Baader Bank Aktiengesellschaft
Germany
$201K +$403K +5,655 New
RF
580
Rossby Financial
Florida
$194K -$21.3K -298 -10%
BBHC
581
Brown Brothers Harriman & Co
New York
$194K – – –
NS
582
NBC Securities
Alabama
$191K -$160K -2,238 -47%
BGAI
583
Bruce G. Allen Investments
Colorado
$185K -$13.8K -194 -7%
FFA
584
Farther Finance Advisors
California
$173K +$15.2K +213 +10%
EPIM
585
Evelyn Partners Investment Management
$156K – – –
BCWM
586
Bartlett & Co Wealth Management
Ohio
$156K – – –
CFO
587
CVA Family Office
Colorado
$153K – – –
TFIPS
588
Towarzystwo Funduszy Inwestycyjnych PZU SA
$152K +$28.5K +400 +25%
GIM
589
Gold Investment Management
Alberta, Canada
$143K +$1.64K +23 +1%
WAU
590
Wellington-Altus USA
Manitoba, Canada
$142K +$13.4K +188 +11%
TCA
591
Trifecta Capital Advisors
Illinois
$132K +$125K +1,750 New
EWA
592
EverSource Wealth Advisors
Alabama
$132K +$54.2K +760 +77%
MG
593
Mather Group
Illinois
$130K +$123K +1,725 New
CH
594
Cromwell Holdings
Wyoming
$130K – – –
Bessemer Group
595
Bessemer Group
New Jersey
$126K +$48.7K +683 +68%
WBC
596
Westpac Banking Corp
Australia
$117K -$114K -1,592 -51%
DJSG
597
D.J. St. Germain
Massachusetts
$117K – – –
CCC
598
Chelsea Counsel Company
California
$114K -$1.43K -20 -1%
PPC
599
Park Place Capital
Alabama
$106K +$100K +1,409 New
SAM
600
S.A. Mason
Michigan
$103K +$97.3K +1,365 New