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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
401
Private Advisor Group
New Jersey
$486K -$609K -2,676 -55%
TMAM
402
Tokio Marine Asset Management
Japan
$486K +$53.5K +235 +12%
CWM
403
CIBC World Markets
New York
$485K -$1.82M -7,990 -78%
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$485K -$94.2K -414 -16%
ICG
405
InterOcean Capital Group
Tennessee
$481K -$362K -1,590 -42%
DGAM
406
Desjardins Global Asset Management
Quebec, Canada
$480K -$1.59K -7 -0.3%
RWA
407
River Wealth Advisors
Pennsylvania
$478K -$14.8K -65 -3%
LA
408
Legacy Advisors
Pennsylvania
$468K +$117K +516 +32%
BTWM
409
Baker Tilly Wealth Management
Wisconsin
$462K -$7.51K -33 -2%
FC
410
FORA Capital
Florida
$458K +$477K +2,097 New
BFC
411
Bedel Financial Consulting
Indiana
$447K
AWS
412
Atria Wealth Solutions
New York
$447K +$213K +936 +84%
FCI
413
Financial Counselors Inc
Kansas
$446K -$7.28K -32 -2%
AG
414
Ascent Group
Virginia
$446K +$10.2K +45 +2%
SW
415
SVB Wealth
Massachusetts
$438K +$165K +727 +57%
Voloridge Investment Management
416
Voloridge Investment Management
Florida
$437K -$88.1K -387 -16%
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$433K +$299K +1,313 +196%
PWLP
418
Prio Wealth Limited Partnership
Massachusetts
$432K
AT
419
American Trust
Kentucky
$430K -$155K -679 -25%
FFM
420
Forum Financial Management
Illinois
$430K +$38.5K +169 +9%
WEPOG
421
Wealth Enhancement & Preservation of GA
Georgia
$422K -$784K -3,445 -64%
RCM
422
RNC Capital Management
California
$415K
CCM
423
Conway Capital Management
California
$415K
CIA
424
Capital Impact Advisors
Massachusetts
$406K -$122K -536 -22%
FC
425
Fulcrum Capital
Washington
$402K