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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
2051
Monterey Private Wealth
California
$629K -$19.7K -356 -3%
PWM
2052
Palumbo Wealth Management
New York
$627K -$43.3K -782 -6%
LB
2053
Legacy Bridge
Iowa
$627K -$21.3K -385 -3%
AP
2054
Americana Partners
Texas
$626K +$341K +6,171 +114%
RTS
2055
Round Table Services
New Jersey
$625K +$23.8K +430 +4%
STA
2056
Summit Trail Advisors
New York
$625K +$122K +2,206 +24%
CFG
2057
Cooper Financial Group
California
$623K -$20.7K -374 -3%
IC
2058
Inverness Counsel
New York
$623K +$30.9K +558 +5%
RGC
2059
Roberts, Glore & Co
Illinois
$623K +$286K +5,164 +81%
PFBT
2060
Parkside Financial Bank & Trust
Missouri
$620K -$34.8K -630 -5%
CGFA
2061
Colton Groome Financial Advisors
North Carolina
$620K
SPA
2062
Sentinel Pension Advisors
Massachusetts
$620K +$221 +4 +0%
FPWM
2063
FSB Premier Wealth Management
Iowa
$620K +$13.5K +244 +2%
MS
2064
Maven Securities
Jersey
$619K -$756K -13,669 -55%
RAM
2065
Roanoke Asset Management
New Jersey
$619K
SWA
2066
SOA Wealth Advisors
New York
$619K +$23.6K +426 +4%
Financial Engines Advisors
2067
Financial Engines Advisors
California
$617K +$41.2K +744 +7%
UWM
2068
USAdvisors Wealth Management
Minnesota
$614K +$207K +3,748 +49%
EMG
2069
ETF Managers Group
New Jersey
$613K +$52.4K +948 +9%
MGAM
2070
McGowan Group Asset Management
Texas
$612K +$6.69K +121 +1%
OWA
2071
Outlook Wealth Advisors
Texas
$612K +$12.3K +222 +2%
CWP
2072
Concord Wealth Partners
Virginia
$610K -$571K -10,319 -48%
AG
2073
AlphaSimPlex Group
Massachusetts
$609K -$489K -8,832 -44%
GCC
2074
Game Creek Capital
Massachusetts
$608K -$69.1K -1,250 -10%
WGAM
2075
Wilkinson Global Asset Management
New York
$607K -$6.31K -114 -1%