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Name Holding Trade Value Shares
Change
Change in
Stake
APP
1626
Avantax Planning Partners
Iowa
$567K -$37K -191 -6%
BWM
1627
Baron Wealth Management
Michigan
$566K -$56.7K -293 -9%
SCA
1628
Stonebridge Capital Advisors
Minnesota
$566K +$4.26K +22 +0.8%
KFGK
1629
Keystone Financial Group (Kentucky)
Kentucky
$565K +$73.3K +379 +15%
LPAM
1630
Lodestar Private Asset Management
California
$563K -$9.87K -51 -2%
SGI
1631
Summit Global Investments
Utah
$563K -$1.92M -9,915 -78%
DE
1632
Diversified Enterprises
Delaware
$563K +$81.3K +420 +17%
PWMG
1633
Pinnacle Wealth Management Group
Michigan
$563K
FFA
1634
Fragasso Financial Advisors
Pennsylvania
$561K -$35.8K -185 -6%
4WM
1635
49 Wealth Management
Texas
$561K -$22.4K -116 -4%
GCC
1636
Guardian Capital (Canada)
Ontario, Canada
$558K +$547K +2,826 New
AI
1637
AdvisorShares Investments
Maryland
$556K +$545K +2,815 New
TAM
1638
Titleist Asset Management
Texas
$551K +$210K +1,083 +63%
AMM
1639
American Money Management
California
$550K
LPT
1640
Legacy Private Trust
Wisconsin
$550K +$220K +1,138 +69%
ICM
1641
Islay Capital Management
Texas
$549K +$3.1K +16 +0.6%
PIA
1642
Prakash Investment Advisors
Massachusetts
$549K +$538K +2,780 New
OWG
1643
Oxford Wealth Group
Florida
$548K +$82.6K +427 +18%
SFO
1644
Stokes Family Office
Louisiana
$544K +$37K +191 +7%
IP
1645
Investment Partners
Ohio
$543K +$194 +1 +0%
PWM
1646
Prosperity Wealth Management
California
$542K +$43.5K +225 +9%
CWS
1647
Confluence Wealth Services
Pennsylvania
$539K -$79.2K -409 -15%
C1AG
1648
Client 1st Advisory Group
Florida
$536K
BDL
1649
Banque de Luxembourg
Luxembourg
$535K +$523K +2,700 New
PWMG
1650
Prestige Wealth Management Group
New Jersey
$534K -$6K -31 -1%