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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1026
Pinnacle Wealth Planning Services
Ohio
$606K +$17.3K +84 +3%
NP
1027
Nilsine Partners
Colorado
$605K -$433K -2,106 -39%
4A
1028
4Wealth Advisors
Illinois
$600K +$106K +516 +23%
PWMAG
1029
Pinnacle Wealth Management Advisory Group
New Jersey
$600K +$264K +1,286 +82%
CAG
1030
Crestwood Advisors Group
Massachusetts
$599K +$140K +680 +31%
KCP
1031
Kera Capital Partners
California
$598K +$107K +521 +22%
PFA
1032
Pathway Financial Advisers
Indiana
$594K +$580K +2,826 New
KAS
1033
KPP Advisory Services
Kentucky
$590K +$160K +777 +38%
IP
1034
Ignite Planners
California
$584K +$32.2K +157 +6%
WAP
1035
Wealthcare Advisory Partners
Pennsylvania
$583K +$31K +151 +6%
WCA
1036
Westover Capital Advisors
Delaware
$583K -$223K -1,088 -28%
MFG
1037
Menard Financial Group
Texas
$583K +$205 +1 +0%
MIFH
1038
Migdal Insurance & Financial Holdings
Israel
$581K -$115K -561 -17%
LG
1039
Leuthold Group
Minnesota
$580K -$62.4K -304 -10%
WA
1040
WBH Advisory
Maryland
$579K +$59.8K +291 +11%
DWAM
1041
Duncan Williams Asset Management
Tennessee
$578K -$34.7K -169 -6%
TIM
1042
Thornburg Investment Management
New Mexico
$575K +$563K +2,739 New
BCM
1043
Bayesian Capital Management
New York
$574K +$562K +2,734 New
MT
1044
Midwest Trust
Kansas
$574K +$202K +983 +56%
EWM
1045
Evercore Wealth Management
New York
$573K -$2.88K -14 -0.5%
7WCP
1046
71 West Capital Partners
Massachusetts
$573K +$62.9K +306 +13%
CFSG
1047
Clark Financial Services Group
Missouri
$573K +$12.3K +60 +2%
LFA
1048
Legacy Financial Advisors
Kentucky
$571K +$79.1K +385 +16%
LCM
1049
Laurion Capital Management
New York
$568K +$556K +2,706 New
IWM
1050
Iams Wealth Management
Nebraska
$568K +$555K +2,702 New