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Name Holding Trade Value Shares
Change
Change in
Stake
AB
1051
Atlas Brown
Kentucky
$655K +$26K +380 +5%
ACIM
1052
Azimuth Capital Investment Management
Michigan
$654K -$9.59K -140 -2%
NB
1053
NBT Bank
New York
$654K -$106K -1,550 -15%
GWMR
1054
GC Wealth Management RIA
Massachusetts
$654K +$602K +8,797 New
PTC
1055
Private Trust Company
Ohio
$652K -$6.37K -93 -1%
EI
1056
Ecofi Investissements
France
$649K -$10.3K -150 -2%
MIM
1057
MTM Investment Management
South Carolina
$645K +$13K +190 +2%
IWM
1058
IHT Wealth Management
Illinois
$645K +$19.9K +290 +3%
AG
1059
Ascent Group
Virginia
$642K +$146K +2,125 +33%
SFS
1060
Sharp Financial Services
Pennsylvania
$637K +$134K +1,950 +29%
KFS
1061
Keynote Financial Services
Connecticut
$637K +$1.03K +15 +0.2%
RC
1062
Rahlfs Capital
Texas
$636K -$39.4K -575 -6%
SA
1063
SRN Advisors
Pennsylvania
$636K -$242K -3,536 -29%
KIM
1064
Kestra Investment Management
Texas
$635K +$163K +2,382 +39%
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$634K +$18.2K +266 +3%
IC
1066
Inscription Capital
Texas
$634K +$584K +8,529 New
DC
1067
DeDora Capital
California
$632K -$17.1K -249 -3%
PG
1068
Proffitt & Goodson
Tennessee
$629K +$18.5K +270 +3%
PWA
1069
Prairie Wealth Advisors
Nebraska
$628K -$3.56K -52 -0.6%
NS
1070
NBC Securities
Alabama
$627K -$170K -2,483 -23%
FRM
1071
Fox Run Management
Connecticut
$627K -$235K -3,428 -29%
1WA
1072
180 Wealth Advisors
Washington
$627K -$28.5K -416 -5%
GWSG
1073
GPS Wealth Strategies Group
Colorado
$626K -$22.7K -331 -4%
BIA
1074
Bigelow Investment Advisors
Maine
$624K -$18.8K -274 -3%
LFA
1075
Legacy Financial Advisors
Kentucky
$623K -$2.94K -43 -0.5%