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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
751
Park National Corp
Ohio
$233K – – –
DS
752
DRW Securities
Illinois
$233K +$3.76K +11 +2%
3IP
753
3Chopt Investment Partners
Virginia
$232K +$6.84K +20 +3%
PCM
754
Prelude Capital Management
New York
$231K +$229K +671 New
PFM
755
Patton Fund Management
Texas
$231K -$14.7K -43 -6%
BPA
756
Beacon Pointe Advisors
California
$230K +$228K +667 New
ADL
757
Asset Dedication LLC
California
$230K – – –
AFG
758
Atomi Financial Group
New York
$230K +$15K +44 +7%
FWA
759
FSM Wealth Advisors
Ohio
$229K +$4.1K +12 +2%
PCS
760
Personal CFO Solutions
New Jersey
$229K -$11.3K -33 -5%
PA
761
Parallel Advisors
California
$228K +$18.5K +54 +9%
KCM
762
Kennedy Capital Management
Missouri
$228K – – –
CFB
763
Cullen/Frost Bankers
Texas
$225K +$77.6K +227 +53%
V
764
VeraBank
Texas
$225K – – –
MWP
765
Madison Wealth Partners
Wisconsin
$224K -$49.2K -144 -18%
IWN
766
Independent Wealth Network
Iowa
$223K -$684 -2 -0.3%
SIS
767
Sound Income Strategies
Florida
$223K +$211K +616 New
DTL
768
Dynamic Technology Lab
Singapore
$222K +$220K +643 New
PVI
769
Pine Valley Investments
New Jersey
$221K -$5.81K -17 -3%
ME
770
McIlrath & Eck
Washington
$220K – – –
WAM
771
Weatherly Asset Management
California
$219K – – –
WPC
772
Wedmont Private Capital
Pennsylvania
$219K +$212K +620 New
NIM
773
Northeast Investment Management
Massachusetts
$215K – – –
SWM
774
Steinberganna Wealth Management
New York
$215K +$1.37K +4 +0.6%
DBIA
775
Dumont & Blake Investment Advisors
New Jersey
$214K -$32.5K -95 -13%