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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1576
Lake Street Private Wealth
Illinois
$601K +$204K +2,439 +54%
EH
1577
Equitable Holdings
New York
$600K +$579K +6,909 New
SSW
1578
Smith Shellnut Wilson
Mississippi
$598K +$190K +2,267 +49%
VF
1579
Virtu Financial
New York
$597K +$296K +3,535 +106%
KLWA
1580
Kelly Lawrence W & Associates
California
$596K
PB
1581
Pinnacle Bancorp
Nebraska
$594K -$16.8K -200 -3%
FPFS
1582
First Personal Financial Services
North Carolina
$591K -$86.9K -1,037 -13%
DIM
1583
DC Investments Management
Virginia
$591K -$15.7K -187 -3%
NB
1584
Northwest Bancshares
Pennsylvania
$588K -$11.3K -135 -2%
AIM
1585
Aspen Investment Management
Michigan
$588K
KFA
1586
Kelleher Financial Advisors
New York
$588K +$193K +2,300 +51%
AIM
1587
Axiom Investment Management
New York
$585K -$426K -5,084 -43%
ACM
1588
Allred Capital Management
Texas
$583K +$1.68K +20 +0.3%
OA
1589
Oxbow Advisors
Texas
$583K -$67K -800 -11%
FAIM
1590
Financial Advocates Investment Management
Washington
$580K +$70.9K +846 +15%
RC
1591
Reik & Co
New York
$579K
TPWA
1592
TRUE Private Wealth Advisors
Oregon
$579K +$111K +1,321 +25%
IC
1593
Intersect Capital
California
$576K +$7.96K +95 +1%
MC
1594
Miles Capital
Iowa
$575K -$8.29K -99 -1%
MWP
1595
MYCIO Wealth Partners
Pennsylvania
$574K +$77.1K +921 +16%
ECM
1596
EagleClaw Capital Management
Massachusetts
$573K
WC
1597
Westhampton Capital
North Carolina
$573K
NGA
1598
Naples Global Advisors
Florida
$573K +$58.6K +700 +12%
HWA
1599
Heritage Wealth Advisors
Virginia
$571K +$10.1K +120 +2%
RIA
1600
Realta Investment Advisors
Delaware
$570K +$55K +657 +11%