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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
601
Roberts, Glore & Co
Illinois
$302K -$7.88K -48 -3%
HAM
602
Hedges Asset Management
Nevada
$300K
GA
603
Geller Advisors
New York
$296K +$12.3K +75 +5%
SWM
604
SeaCrest Wealth Management
New York
$296K +$2.46K +15 +0.9%
BBI
605
Baxter Bros Inc
Connecticut
$292K
KIA
606
Knollwood Investment Advisory
Maryland
$291K
NC
607
nVerses Capital
Florida
$291K +$262K +1,600 New
WBC
608
Westpac Banking Corp
Australia
$290K +$166K +1,012 +174%
VFA
609
Valeo Financial Advisors
Indiana
$287K -$12.5K -76 -2%
PP
610
PDS Planning
Ohio
$287K +$1.64K +10 +0.6%
PPWP
611
Premier Path Wealth Partners
New Jersey
$283K +$492 +3 +0.2%
PWPS
612
Pinnacle Wealth Planning Services
Ohio
$279K +$3.44K +21 +1%
CWS
613
Confluence Wealth Services
Pennsylvania
$279K -$65.5K -399 -21%
BRWA
614
B. Riley Wealth Advisors
Florida
$277K -$13.9K -85 -5%
VI
615
Versor Investments
New York
$273K -$1.05M -6,381 -81%
NP
616
NorthRock Partners
Minnesota
$273K -$2.63K -16 -1%
GRP
617
Global Retirement Partners
California
$271K +$3.12K +19 +1%
AFG
618
Atomi Financial Group
New York
$270K +$16.7K +102 +7%
NB
619
NBT Bank
New York
$269K +$16.4K +100 +7%
WA
620
Wealth Alliance
New York
$268K -$6.07K -37 -2%
DADC
621
D.A. Davidson & Co
Montana
$266K +$1.64K +10 +0.7%
FHA
622
First Horizon Advisors
Tennessee
$266K +$22.6K +138 +10%
CIS
623
Continental Investors Services
Washington
$265K +$328 +2 +0.1%
NIM
624
Northeast Investment Management
Massachusetts
$264K -$22.6K -138 -9%
HKIMG
625
Hutchens & Kramer Investment Management Group
Indiana
$262K -$41.2K -251 -15%