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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
701
Perigon Wealth Management
California
$278K -$5.77K -59 -2%
DAS
702
Dynamic Advisor Solutions
Arizona
$276K -$7.92K -81 -3%
DWM
703
Drive Wealth Management
Utah
$276K -$8.6K -88 -3%
APWM
704
Argonautica Private Wealth Management
Massachusetts
$276K +$2.25K +23 +0.8%
MPM
705
MBB Public Markets
Illinois
$275K -$3.36M -34,349 -92%
ONB
706
Old National Bancorp
Indiana
$275K -$103K -1,049 -27%
AA
707
AlphaCentric Advisors
Puerto Rico
$273K -$8.6K -88 -3%
FC
708
Fulcrum Capital
Washington
$273K – – –
SAM
709
Synergy Asset Management
Washington
$273K -$489 -5 -0.2%
A
710
AlphaQuest
New York
$270K +$267K +2,726 +45,433%
WSFS
711
Wilmington Savings Fund Society
Delaware
$269K +$267K +2,726 New
RPWA
712
Regent Peak Wealth Advisors
Georgia
$268K +$4.3K +44 +2%
AC
713
Avestar Capital
New York
$268K +$1.17K +12 +0.4%
PP
714
PDS Planning
Ohio
$267K +$2.93K +30 +1%
PCS
715
Personal CFO Solutions
New Jersey
$263K -$3.62K -37 -1%
MFIM
716
Mesirow Financial Investment Management
Illinois
$263K +$4.59K +47 +2%
TCOO
717
Trust Company of Oklahoma
Oklahoma
$260K – – –
NIA
718
NIA Impact Advisors
California
$260K -$73.3K -750 -22%
OL
719
Optas LLC
Texas
$258K +$42.8K +438 +20%
Los Angeles Capital Management
720
Los Angeles Capital Management
California
$257K -$65.7M -671,450 -100%
ACM
721
Advisors Capital Management
New Jersey
$255K +$3.81K +39 +2%
ZIMP
722
Zimmermann Investment Management & Planning
Pennsylvania
$255K -$40.1K -410 -14%
HGWM
723
Horst & Graben Wealth Management
Oregon
$254K +$782 +8 +0.3%
PWS
724
Proactive Wealth Strategies
Georgia
$254K +$252K +2,574 New
DBRC
725
D.B. Root & Company
Pennsylvania
$254K +$3.03K +31 +1%