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Name Holding Trade Value Shares
Change
Change in
Stake
APP
1401
Avantax Planning Partners
Iowa
$392K -$19K -153 -5%
FH
1402
FWG Holdings
Florida
$392K -$36.9K -297 -10%
PWMG
1403
Prestige Wealth Management Group
New Jersey
$390K +$2.48K +20 +0.7%
PWMG
1404
Pinnacle Wealth Management Group
Michigan
$388K +$49.7K +400 +16%
BWP
1405
Barlow Wealth Partners
Kentucky
$386K
LWL
1406
Leo Wealth LLC
Texas
$385K +$44.7K +360 +15%
DWM
1407
Dakota Wealth Management
Florida
$384K -$489K -3,936 -58%
SAM
1408
SP Asset Management
California
$383K +$63.2K +509 +22%
PGWM
1409
Parisi Gray Wealth Management
New Jersey
$383K +$98.4K +792 +39%
RG
1410
Richelieu Gestion
France
$380K -$77.4K -623 -18%
CCA
1411
Childress Capital Advisors
Texas
$380K -$4.97K -40 -1%
LPAM
1412
Lodestar Private Asset Management
California
$380K -$1.99K -16 -0.6%
GWCM
1413
Godshalk Welsh Capital Management
Pennsylvania
$380K +$347K +2,790 New
PFPT
1414
Pinnacle Financial Partners (Tennessee)
Tennessee
$379K +$2.98K +24 +0.9%
SWM
1415
Stockman Wealth Management
Montana
$378K +$39.4K +317 +13%
CAAS
1416
Capital Asset Advisory Services
Michigan
$378K +$332K +2,672 New
FCH
1417
Freestone Capital Holdings
Washington
$375K -$2.48K -20 -0.7%
FRA
1418
Frank Rimerman Advisors
California
$375K
IP
1419
Investment Partners
Ohio
$374K +$124 +1 +0%
AHC
1420
Adell Harriman & Carpenter
Texas
$370K +$338K +2,718 New
OIA
1421
Optimum Investment Advisors
Illinois
$367K
OFS
1422
OneAscent Financial Services
Alabama
$365K -$76.6K -617 -19%
MCA
1423
Millennium Capital Advisors
Arkansas
$365K
PAM
1424
Panagora Asset Management
Massachusetts
$364K -$1.72M -13,828 -84%
FAT
1425
First American Trust
California
$363K +$332K +2,671 New