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Name Holding Trade Value Shares
Change
Change in
Stake
NP
651
NorthRock Partners
Minnesota
$469K +$47.2K +428 +10%
EBA
652
Eagle Bay Advisors
New York
$467K
PWAM
653
Pinnacle West Asset Management
Wyoming
$467K +$41.3K +375 +9%
FTWA
654
Fifth Third Wealth Advisors
Ohio
$467K +$500K +4,534 New
LSAG
655
Lake Street Advisors Group
New Hampshire
$460K -$28.7K -260 -6%
ATC
656
Argent Trust Co
Tennessee
$457K -$29.7K -269 -6%
TC
657
TwinBeech Capital
New York
$457K +$489K +4,437 New
KPWS
658
Kestra Private Wealth Services
Texas
$456K +$488K +4,430 New
IFG
659
Independent Financial Group
California
$453K +$551 +5 +0.1%
GCM
660
Gallacher Capital Management
Colorado
$453K +$119K +1,075 +32%
AFCM
661
Applied Finance Capital Management
Puerto Rico
$451K +$106K +966 +28%
PA
662
PFG Advisors
Arizona
$438K +$68.3K +620 +17%
SW
663
SVB Wealth
Massachusetts
$434K +$30.5K +277 +7%
CP
664
Capital Planning
Washington
$429K
BCM
665
Birmingham Capital Management
Alabama
$428K
AEPWM
666
Atlantic Edge Private Wealth Management
Florida
$427K +$6.61K +60 +1%
SWA
667
Stratos Wealth Advisors
Ohio
$421K +$451K +4,090 New
JCM
668
Jacobi Capital Management
Pennsylvania
$421K +$15.2K +138 +3%
MWPCG
669
Measured Wealth Private Client Group
New Hampshire
$417K -$145K -1,319 -25%
CMBA
670
C.M. Bidwell & Associates
Hawaii
$417K -$772 -7 -0.2%
CL
671
CSS LLC
Illinois
$414K +$443K +4,020 New
WFI
672
West Family Investments
California
$408K
GA
673
Geller Advisors
New York
$406K -$4.96K -45 -1%
CI
674
Conning Inc
Connecticut
$404K +$9.37K +85 +2%
LTAS
675
Linden Thomas Advisory Services
North Carolina
$403K +$142K +1,290 +49%