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Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
1401
Walleye Capital
New York
$547K +$599K +2,393 New
JAG
1402
Journey Advisory Group
Kentucky
$545K +$25.8K +103 +5%
SCM
1403
SKBA Capital Management
California
$544K -$125K -500 -17%
PWPS
1404
Pinnacle Wealth Planning Services
Ohio
$544K +$37.3K +149 +7%
PL
1405
Plancorp LLC
Missouri
$542K +$117K +467 +25%
SPWG
1406
Sage Private Wealth Group
Illinois
$539K -$17.5K -70 -3%
BW
1407
Bison Wealth
Georgia
$539K -$7.51K -30 -1%
RP
1408
Rowlandmiller & Partners
Georgia
$538K +$3.76K +15 +0.3%
CYG
1409
Clean Yield Group
Vermont
$536K +$5.01K +20 +0.9%
CRCM
1410
Corbett Road Capital Management
Virginia
$536K +$42.8K +171 +8%
PWA
1411
Phoenix Wealth Advisors
North Carolina
$535K
OWA
1412
Outlook Wealth Advisors
Texas
$535K +$7.51K +30 +1%
RP
1413
Riverbridge Partners
Minnesota
$532K
TSS
1414
Two Sigma Securities
New York
$530K -$308K -1,230 -35%
BL
1415
Balentine LLC
Georgia
$530K +$285K +1,137 +96%
PWLP
1416
Prio Wealth Limited Partnership
Massachusetts
$529K
JMFC
1417
J.M. Forbes & Co
Massachusetts
$527K
PI
1418
Pettee Investors
Connecticut
$526K
SC
1419
Searle & Co
Connecticut
$526K
WC
1420
Westhampton Capital
North Carolina
$526K
PWMAG
1421
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$20.3K -81 -3%
GL
1422
Graypoint LLC
New York
$525K +$48.9K +195 +9%
BFPW
1423
BOK Financial Private Wealth
Colorado
$524K +$102K +407 +22%
B
1424
Bridgeworth
Alabama
$523K
EP
1425
Edgestream Partners
New Jersey
$522K -$849K -3,391 -60%