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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Bouchey Financial Group
New York
$885K +$3.07K +25 +0.4%
PTC
527
Private Trust Company
Ohio
$883K +$139K +1,135 +24%
CA
528
Calton & Associates
Florida
$881K +$478K +3,895 +191%
CWM
529
Calamos Wealth Management
Illinois
$877K +$25.4K +207 +4%
NC
530
NewSquare Capital
Pennsylvania
$876K -$3.59M -29,272 -83%
GT
531
Greenleaf Trust
Michigan
$875K +$62.3K +508 +9%
SA
532
Strategic Advisors
New York
$871K
IFWM
533
Institute for Wealth Management
Colorado
$869K +$1.96K +16 +0.3%
RA
534
RFG Advisory
Alabama
$863K -$167K -1,359 -19%
BIAS
535
Beacon Investment Advisory Services
New Jersey
$862K +$79.5K +648 +13%
WPW
536
Waldron Private Wealth
Pennsylvania
$856K +$15.8K +129 +2%
WA1
537
Wimmer Associates 1
California
$844K
VWM
538
Vigilare Wealth Management
Arizona
$843K -$257K -2,095 -27%
GBT
539
Grove Bank & Trust
Florida
$839K +$7.97K +65 +1%
FA
540
FDx Advisors
Illinois
$837K -$263K -2,140 -28%
HW
541
Hancock Whitney
Mississippi
$834K -$33.6K -274 -5%
IWM
542
IHT Wealth Management
Illinois
$833K +$161K +1,314 +31%
BEC
543
Blue Edge Capital
Virginia
$832K
PAI
544
Pittenger & Anderson Inc
Nebraska
$832K
GIP
545
Granite Investment Partners
California
$826K +$375K +3,060 +122%
ISWM
546
Independent Solutions Wealth Management
New York
$825K -$184K -1,500 -21%
ACG
547
Allen Capital Group
Nebraska
$822K +$12K +98 +2%
MP
548
McDonald Partners
Ohio
$819K +$676K +5,509 New
FTDI
549
First Trust Direct Indexing
Massachusetts
$795K -$37.4K -305 -5%
MPPW
550
Mitchell & Pahl Private Wealth
Oklahoma
$794K -$19.6K -160 -3%