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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1901
EverSource Wealth Advisors
Alabama
$722K +$656K +5,128 New
Members Trust
1902
Members Trust
Florida
$719K -$11.1K -87 -2%
SKK
1903
Shepherd Kaplan Krochuk
Massachusetts
$719K +$39.7K +310 +6%
LFA
1904
Legacy Financial Advisors
Kentucky
$718K -$16.1K -126 -2%
SMA
1905
Sage Mountain Advisors
Georgia
$717K +$20.2K +158 +3%
SIM
1906
SSI Investment Management
California
$714K -$1.92K -15 -0.3%
AWAG
1907
ARS Wealth Advisors Group
Florida
$714K +$14.3K +112 +2%
RWP
1908
RWA Wealth Partners
Massachusetts
$710K +$26.8K +209 +4%
GIM
1909
Greylin Investment Management
Virginia
$709K
LF
1910
Lantz Financial
Illinois
$709K
GKWIM
1911
Gerber Kawasaki Wealth & Investment Management
California
$709K +$460K +3,593 +237%
GWANC
1912
Guardian Wealth Advisors (North Carolina)
North Carolina
$709K +$645K +5,039 New
SFSG
1913
Sound Financial Strategies Group
Mississippi
$708K -$18.9K -148 -3%
TW
1914
Towerpoint Wealth
California
$708K -$5.76K -45 -0.9%
NF
1915
NTB Financial
Colorado
$707K +$643K +5,023 New
CCA
1916
Column Capital Advisors
Indiana
$705K +$43.8K +342 +7%
CIP
1917
Capital Insight Partners
Arizona
$704K
WAM
1918
Westport Asset Management
Connecticut
$704K
RCG
1919
Regatta Capital Group
California
$700K +$637K +4,973 New
SAM
1920
Simplify Asset Management
Nevada
$697K +$634K +4,953 New
TWM
1921
Tradition Wealth Management
Minnesota
$696K +$78.5K +613 +14%
PGWM
1922
Pitti Group Wealth Management
New York
$696K +$633K +4,945 New
1W
1923
1776 Wealth
Georgia
$695K +$632K +4,938 New
FPFS
1924
First Personal Financial Services
North Carolina
$693K -$2.94K -23 -0.5%
KWM
1925
Kolinsky Wealth Management
New Jersey
$693K +$630K +4,923 New