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Name Holding Trade Value Shares
Change
Change in
Stake
PS
751
Planned Solutions
California
$405K +$10.2K +70 +3%
PSFG
752
Prairie Sky Financial Group
Illinois
$403K +$359K +2,460 New
CSC
753
Caldwell Sutter Capital
California
$403K -$14.7K -101 -4%
MS
754
Maven Securities
Jersey
$403K +$359K +2,456 New
AWM
755
Aries Wealth Management
Maine
$403K
ATC
756
Adirondack Trust Company
New York
$398K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$396K -$4.53K -31 -1%
PTC
758
Private Trust Company
Ohio
$396K -$35.8K -245 -9%
TFA
759
Teamwork Financial Advisors
Texas
$394K -$3.61M -24,739 -91%
PWM
760
Perigon Wealth Management
California
$394K +$24.5K +168 +8%
EIP
761
Epoch Investment Partners
New York
$394K -$6.13K -42 -2%
WSC
762
Wellington Shields & Co
New York
$394K
WWM
763
Western Wealth Management
Colorado
$393K -$43.2K -296 -11%
WCAMG
764
Woodard & Company Asset Management Group
North Carolina
$391K
ZIG
765
Zullo Investment Group
Pennsylvania
$388K +$6.86K +47 +2%
IAM
766
Innovis Asset Management
Illinois
$387K -$1.9K -13 -0.5%
MFG
767
Magnus Financial Group
New York
$385K +$1.02K +7 +0.3%
WCM
768
Whitener Capital Management
North Carolina
$384K -$8.76K -60 -2%
KPF
769
K2 Principal Fund
Ontario, Canada
$384K +$342K +2,343 New
RWA
770
River Wealth Advisors
Pennsylvania
$382K -$68.6K -470 -17%
SNB
771
Security National Bank
Nebraska
$381K -$7.15K -49 -2%
GWANC
772
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K +$9.34K +64 +3%
MHR
773
Matthew Hamilton Rosenberg
$380K
IPW
774
Impact Partnership Wealth
Georgia
$379K +$338K +2,314 New
BAM
775
Belpointe Asset Management
Nevada
$379K -$200K -1,370 -37%