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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$135K +$13.6K +263 +12%
First Manhattan
602
First Manhattan
New York
$126K -$10.6K -205 -8%
IBOK
603
Independence Bank of Kentucky
Kentucky
$126K
HWA
604
Heritage Wealth Advisors
Virginia
$124K +$10.3K +200 +9%
AL
605
AJO LP
Pennsylvania
$113K +$110K +2,129 New
TWA
606
TCI Wealth Advisors
Arizona
$109K +$310 +6 +0.3%
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$108K +$105K +2,037 New
RCA
608
Ranch Capital Advisors
Florida
$106K -$15.5K -300 -13%
PS
609
Planned Solutions
California
$106K
ATC
610
Adirondack Trust Company
New York
$102K +$4.91K +95 +5%
PWA
611
Phoenix Wealth Advisors
North Carolina
$101K +$97.9K +1,895 New
WT
612
Whittier Trust
California
$97K -$59.1K -1,145 -39%
ONST
613
Old North State Trust
North Carolina
$95K -$21.2K -411 -19%
PFO
614
Pathstone Family Office
New Jersey
$93K +$4.34K +84 +5%
IA
615
IFP Advisors
Florida
$92K +$878 +17 +1%
GWM
616
Geneos Wealth Management
Colorado
$89K -$41.3K -800 -39%
GRP
617
Global Retirement Partners
California
$89K +$52 +1 +0.1%
SAM
618
Shell Asset Management
Netherlands
$89K +$13K +252 +18%
MAM
619
Meeder Asset Management
Ohio
$87K -$490K -9,480 -85%
FCA
620
FinTrust Capital Advisors
South Carolina
$87K +$70.4K +1,363 +489%
FWM
621
Filbrandt Wealth Management
Wisconsin
$85K
GI
622
Gradient Investments
Minnesota
$81K
VFA
623
Valeo Financial Advisors
Indiana
$81K
HFM
624
Hartford Financial Management
Connecticut
$80K
PCG
625
Private Capital Group
Connecticut
$79K -$19.3K -373 -20%