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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
501
OneAscent Financial Services
Alabama
$679K -$103K -1,490 -17%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$666K +$487K +7,020 New
AWE
503
Avidian Wealth Enterprises
Texas
$665K -$311K -4,480 -39%
SWM
504
Sculati Wealth Management
Michigan
$664K
FTC
505
Farmers Trust Company
Ohio
$664K +$69.4K +1,000 +17%
HH
506
Hilltop Holdings
Texas
$662K -$505K -7,270 -51%
ACM
507
Alpha Capital Management
Texas
$657K +$480K +6,920 New
FC
508
Forte Capital
New York
$649K +$475K +6,840 New
FC
509
Ferris Capital
Massachusetts
$645K
CCP
510
Cardan Capital Partners
Colorado
$645K +$90.2K +1,300 +24%
OIA
511
OneDigital Investment Advisors
Kansas
$638K +$77K +1,110 +20%
Bank Julius Baer & Co
512
Bank Julius Baer & Co
Switzerland
$636K +$521K +7,500 New
FWP
513
FAS Wealth Partners
Kansas
$617K -$83.3K -1,200 -16%
XWM
514
Xcel Wealth Management
Florida
$616K -$1.65M -23,800 -79%
DWT
515
Dorsey & Whitney Trust
South Dakota
$614K -$242K -3,480 -35%
Alyeska Investment Group
516
Alyeska Investment Group
Illinois
$612K +$448K +6,450 New
LWAC
517
Laurel Wealth Advisors (California)
California
$609K +$2.78K +40 +0.6%
HAS
518
HBW Advisory Services
California
$607K +$444K +6,390 New
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$605K +$26.4K +380 +6%
PNC
520
Park National Corp
Ohio
$601K -$11.1K -160 -2%
BBA
521
BLB&B Advisors
Pennsylvania
$601K
MA
522
Mutual Advisors
Nebraska
$599K +$9.72K +140 +2%
BNP Paribas Asset Management
523
BNP Paribas Asset Management
France
$597K -$16.6M -239,710 -97%
IWP
524
Icon Wealth Partners
Texas
$596K +$27.1K +390 +7%
AWA
525
Arete Wealth Advisors
Illinois
$584K -$93K -1,340 -18%