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Name Holding Trade Value Shares
Change
Change in
Stake
DT
826
Diversified Trust
Tennessee
$431K +$45.4K +328 +12%
BTWM
827
Baker Tilly Wealth Management
Wisconsin
$431K +$426K +3,077 New
PAG
828
Private Advisory Group
Washington
$428K +$41.6K +300 +11%
MWM
829
Mission Wealth Management
California
$427K -$17.7K -128 -4%
BBA
830
Baader Bank Aktiengesellschaft
Germany
$423K -$457K -3,301 -52%
LA
831
LexAurum Advisors
Kansas
$421K +$105K +758 +34%
SIM
832
Sentry Investment Management
Wisconsin
$421K -$164K -1,187 -28%
IFO
833
Independent Family Office
New York
$420K +$69.3K +500 +20%
GRP
834
Global Retirement Partners
California
$420K +$56.8K +410 +16%
NL
835
NVWM LLC
Pennsylvania
$419K +$8.31K +60 +2%
ONST
836
Old North State Trust
North Carolina
$413K +$30.2K +218 +8%
CFP
837
Catalyst Financial Partners
Massachusetts
$412K +$85.2K +615 +26%
HCA
838
Heck Capital Advisors
Wisconsin
$412K -$5.13K -37 -1%
CA
839
Crumly & Associates
Illinois
$410K +$8.45K +61 +2%
PP
840
Pegasus Partners
Wisconsin
$408K +$404K +2,914 New
SIG
841
Stonegate Investment Group
Alabama
$407K +$403K +2,909 New
LSA
842
Leonteq Securities AG
Switzerland
$406K -$59K -426 -13%
Empower Advisory Group
843
Empower Advisory Group
Colorado
$404K +$2.49K +18 +0.6%
QC
844
Quent Capital
New York
$403K +$139 +1 +0%
PP
845
Patron Partners
Texas
$403K -$5.13K -37 -1%
WA
846
WBH Advisory
Maryland
$402K +$22.4K +162 +6%
CI
847
Conning Inc
Connecticut
$401K -$8.31K -60 -2%
EH
848
Equitable Holdings
New York
$398K +$108K +778 +38%
IBOK
849
Independence Bank of Kentucky
Kentucky
$398K +$244K +1,760 +163%
NP
850
NorthRock Partners
Minnesota
$397K +$141K +1,015 +56%