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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1776
Prestige Wealth Management Group
New Jersey
$557K
NB
1777
NBT Bank
New York
$556K -$144K -776 -24%
PL
1778
Plancorp LLC
Missouri
$555K +$11.9K +64 +3%
FFWA
1779
FRG Family Wealth Advisors
Washington
$555K +$190K +1,026 +72%
NRC
1780
New Republic Capital
North Carolina
$554K -$140K -754 -24%
PPWM
1781
PFG Private Wealth Management
Florida
$553K +$17.4K +94 +4%
QCIG
1782
Quad-Cities Investment Group
Iowa
$553K +$452K +2,442 New
GWSG
1783
GPS Wealth Strategies Group
Colorado
$552K +$10.2K +55 +2%
TW
1784
Traveka Wealth
California
$551K +$18K +97 +4%
WAM
1785
WNY Asset Management
New York
$551K
PAG
1786
Paladin Advisory Group
Iowa
$550K
LI
1787
LVZ Inc
Michigan
$550K +$450K +2,427 New
CFB
1788
Cullen/Frost Bankers
Texas
$549K +$84.5K +456 +23%
BZWA
1789
Blue Zone Wealth Advisors
California
$548K +$77.3K +417 +21%
LFS
1790
Legacy Financial Strategies
Kansas
$547K +$17.8K +96 +4%
WCM
1791
Winthrop Capital Management
Indiana
$546K +$5.37K +29 +1%
C
1792
Certuity
Florida
$546K +$215K +1,163 +93%
CAGAS
1793
Capital Advisory Group Advisory Services
Minnesota
$544K -$1.3K -7 -0.3%
PGA
1794
Portland Global Advisors
Maine
$544K
MS
1795
Maven Securities
Jersey
$542K +$443K +2,391 New
SFWC
1796
Strategic Family Wealth Counselors
New Jersey
$541K
TFA
1797
Tranquilli Financial Advisor
New Jersey
$541K -$14.4K -78 -3%
BCM
1798
Boreal Capital Management
Florida
$541K +$441K +2,379 New
GKFF
1799
George Kaiser Family Foundation
Oklahoma
$540K +$153K +828 +53%
GA
1800
Goldstein Advisors
Wisconsin
$540K +$51.5K +278 +13%