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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$5.41K -72 -1%
AGWCA
852
Annis Gardner Whiting Capital Advisors
Florida
$570K
WANY
853
Wealthspire Advisors (New York)
New York
$565K +$15.8K +210 +3%
RBFC
854
Roman Butler Fullerton & Co
Missouri
$557K +$1.65K +22 +0.3%
WC
855
Waterloo Capital
Texas
$556K +$535K +7,122 New
VSQM
856
V-Square Quantitative Management
Illinois
$551K +$153K +2,039 +41%
DBRC
857
D.B. Root & Company
Pennsylvania
$548K -$179K -2,375 -25%
FB
858
Fulton Bank
Pennsylvania
$547K +$291K +3,872 +123%
JHP
859
James Hambro & Partners
United Kingdom
$546K
SIA
860
SeaBridge Investment Advisors
New Jersey
$546K -$1.13M -15,080 -68%
QI
861
Qtron Investments
Massachusetts
$546K +$86.5K +1,150 +20%
BWP
862
BSW Wealth Partners
Colorado
$541K +$150K +2,000 +41%
SI
863
Seeds Investor
New York
$535K +$62.3K +829 +14%
GWAM
864
Guardian Wealth Advisors (Minnesota)
Minnesota
$534K -$56.4K -750 -10%
AF
865
Allworth Financial
California
$533K +$13.7K +182 +3%
MIM
866
Moseley Investment Management
Florida
$533K -$9.7K -129 -2%
VFA
867
Voya Financial Advisors
Connecticut
$531K -$73.4K -976 -13%
IWM
868
IHT Wealth Management
Illinois
$530K +$160K +2,124 +45%
WI
869
WBI Investments
New Jersey
$529K +$510K +6,783 New
NP
870
Nilsine Partners
Colorado
$529K +$14K +186 +3%
MM
871
MQS Management
New York
$523K +$242K +3,223 +93%
PWM
872
Perigon Wealth Management
California
$519K +$35.1K +467 +8%
MSCM
873
McElhenny Sheffield Capital Management
Texas
$517K -$19.7K -262 -4%
MCM
874
Mainstream Capital Management
California
$516K +$496K +6,604 New
HWA
875
Heritage Wealth Advisors
Virginia
$514K