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Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
676
Nemes Rush Group
Michigan
$300K -$29.9K -204 -9%
BBNA
677
Bremer Bank National Association
Minnesota
$296K -$7.19K -49 -2%
PFS
678
Prospera Financial Services
Texas
$296K -$32.6K -222 -10%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$294K -$440 -3 -0.2%
ACA
680
Aptus Capital Advisors
Alabama
$294K +$7.04K +48 +3%
HH
681
Hilltop Holdings
Texas
$292K +$4.4K +30 +2%
LGA
682
Lebenthal Global Advisors
New York
$292K -$1.47K -10 -0.5%
MA
683
MONECO Advisors
Connecticut
$290K -$20.7K -141 -7%
VVP
684
Venture Visionary Partners
Ohio
$287K -$9.68K -66 -3%
JWM
685
Janiczek Wealth Management
Colorado
$287K -$14.4K -98 -5%
WPC
686
Wedmont Private Capital
Pennsylvania
$286K +$17.3K +118 +7%
PWP
687
Phillips Wealth Planners
Mississippi
$284K -$9.39K -64 -3%
GPA
688
Guerra Pan Advisors
New Jersey
$283K – – –
CFP
689
Catalyst Financial Partners
Massachusetts
$281K +$274K +1,869 New
JCM
690
Jacobi Capital Management
Pennsylvania
$279K +$880 +6 +0.3%
PPWP
691
Premier Path Wealth Partners
New Jersey
$278K -$6.01K -41 -2%
CIA
692
Concurrent Investment Advisors
Florida
$277K +$6.16K +42 +2%
GLA
693
Great Lakes Advisors
Illinois
$276K +$269K +1,832 New
AIS
694
American Investment Services
Massachusetts
$275K – – –
DFCM
695
Dark Forest Capital Management
Puerto Rico
$275K +$268K +1,827 New
CCA
696
Cobblestone Capital Advisors
New York
$274K -$5.57K -38 -2%
MIS
697
Morningstar Investment Services
Illinois
$274K +$39K +266 +17%
TSWM
698
Tyler-Stone Wealth Management
Ohio
$273K +$59.7K +407 +29%
SAG
699
SageView Advisory Group
California
$273K +$266K +1,812 New
JCM
700
Janney Capital Management
Pennsylvania
$272K – – –
26 27
28
29 30