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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Byrne Asset Management
New Jersey
$14.8K
PB
252
Pinnacle Bancorp
Nebraska
$14.5K
AAP
253
Arax Advisory Partners
Colorado
$14.1K +$6.14K +370 +107%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$11.8K
AssetMark Inc
255
AssetMark Inc
California
$10.8K -$2.99K -180 -25%
AF
256
Allworth Financial
California
$10.7K +$995 +60 +12%
MMCM
257
Murphy & Mullick Capital Management
New York
$9.82K
JWA
258
JFS Wealth Advisors
Pennsylvania
$6.42K
SS
259
SBI Securities
Japan
$5.52K -$282 -17 -6%
PSFG
260
Park Square Financial Group
Georgia
$4.58K +$3.87K +233 New
IWM
261
Inlight Wealth Management
Georgia
$3.93K
BTI
262
Blue Trust Inc
Georgia
$3.5K -$730 -44 -20%
PTC
263
Private Trust Company
Ohio
$3.24K +$2.29K +138 +511%
RF
264
Rossby Financial
Florida
$2.58K +$2.07K +125 New
PFBT
265
Parkside Financial Bank & Trust
Missouri
$2.5K
PWA
266
Physician Wealth Advisors
Utah
$1.85K
TWD
267
True Wealth Design
Ohio
$1.49K +$1.26K +76 New
AF
268
Advisornet Financial
Minnesota
$1.41K
Jones Financial Companies
269
Jones Financial Companies
Missouri
$1.38K
SOW
270
State of Wyoming
Wyoming
$962 +$813 +49 New
HI
271
Harbour Investments
Wisconsin
$707
SC
272
Swan Capital
Florida
$589
CIAM
273
Caitong International Asset Management
Hong Kong
$491 -$282 -17 -40%
RWM
274
Raffa Wealth Management
District of Columbia
$373
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$196 +$166 +10 New