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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1876
Northwest Bancshares
Pennsylvania
$533K – – –
BWM
1877
Bulltick Wealth Management
Florida
$533K -$146K -1,601 -21%
SHGA
1878
Sand Hill Global Advisors
California
$532K -$45.4K -497 -8%
RFA
1879
Register Financial Advisors
Georgia
$532K +$265K +2,907 +98%
LWA
1880
Lantern Wealth Advisors
New York
$532K – – –
SOS
1881
Silver Oak Securities
Tennessee
$531K -$55.5K -608 -9%
LFS
1882
Lighthouse Financial Services
California
$529K +$7.12K +78 +1%
HWA
1883
HHM Wealth Advisors
Tennessee
$528K -$7.03K -77 -1%
RWP
1884
Ridgecrest Wealth Partners
California
$528K -$84.1K -921 -14%
UAG
1885
United Advisor Group
Ohio
$528K +$226K +2,481 +74%
FCCM
1886
First City Capital Management
Georgia
$527K -$11.4K -125 -2%
SWM
1887
Segment Wealth Management
Texas
$526K -$66.3K -726 -11%
CA
1888
Cornerstone Advisory
Maryland
$526K +$21.4K +235 +4%
CFO
1889
CVA Family Office
Colorado
$526K -$89.3K -978 -14%
FPCP
1890
Fort Point Capital Partners
California
$526K +$3.65K +40 +0.7%
FMP
1891
Financial Management Professionals
Texas
$523K -$32.1K -352 -6%
CWMA
1892
Capstone Wealth Management (Alabama)
Alabama
$521K +$525K +5,747 New
CFD
1893
Creative Financial Designs
Indiana
$521K +$8.4K +92 +2%
BBA
1894
Baader Bank Aktiengesellschaft
Germany
$520K -$90.7K -994 -15%
NAAA
1895
New Age Alpha Advisors
New York
$519K +$318K +3,482 +155%
SAM
1896
Sequent Asset Management
Texas
$519K -$50.8K -557 -9%
ADL
1897
Asset Dedication LLC
California
$518K -$111K -1,214 -18%
FDCP
1898
Foster Dykema Cabot & Partners
Massachusetts
$517K -$12.1K -133 -2%
PWM
1899
Purus Wealth Management
California
$517K -$18.1K -198 -3%
LIA
1900
LS Investment Advisors
Michigan
$516K -$259K -2,840 -33%