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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$1.31M -$36.2K -204 -3%
DG
252
DMC Group
Alabama
$1.31M +$85.8K +483 +8%
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$1.31M -$11.4K -64 -0.9%
LA
254
LVW Advisors
New York
$1.31M -$150K -842 -11%
SWS
255
SYSTM Wealth Solutions
Illinois
$1.3M -$19.5K -110 -2%
AFG
256
Atomi Financial Group
New York
$1.26M +$165K +928 +17%
AC
257
Abbrea Capital
California
$1.25M
PS
258
Principal Securities
Iowa
$1.24M +$289K +1,625 +34%
WA
259
Wealth Alliance
New York
$1.24M -$127K -715 -10%
GF
260
Gabelli Funds
New York
$1.23M
AWA
261
Aaron Wealth Advisors
Illinois
$1.22M +$391K +2,200 +54%
GWM
262
Gibbs Wealth Management
Georgia
$1.22M +$1.11M +6,237 New
XT
263
XTX Topco
Cayman Islands
$1.21M +$1.11M +6,223 New
SW
264
SlateStone Wealth
Florida
$1.2M -$265K -1,490 -20%
AWM
265
AE Wealth Management
Kansas
$1.2M +$147K +826 +16%
PVM
266
Palogic Value Management
Texas
$1.18M +$2.31K +13 +0.2%
GM
267
GeoWealth Management
Illinois
$1.17M +$48.5K +273 +5%
EAM
268
Eagle Asset Management
Florida
$1.16M +$4.44K +25 +0.4%
NFA
269
Northern Financial Advisors
Michigan
$1.16M -$1.78K -10 -0.2%
WFI
270
West Family Investments
California
$1.15M +$45.3K +255 +5%
AA
271
ALPS Advisors
Colorado
$1.14M -$116K -653 -10%
CCA
272
Checchi Capital Advisers
California
$1.14M +$3.73K +21 +0.4%
GWMR
273
GC Wealth Management RIA
Massachusetts
$1.13M +$27.5K +155 +3%
CP
274
Covenant Partners
Tennessee
$1.12M -$430K -2,419 -30%
KI
275
Keystone Investors
Singapore
$1.12M +$1.02M +5,720 New