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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1201
Aspiriant LLC
California
$752K -$34.2K -100 -4%
IWM
1202
IHT Wealth Management
Illinois
$745K +$258K +755 +48%
AWP
1203
Ascent Wealth Partners
New York
$744K +$800K +2,339 New
GC
1204
Grace Capital
Massachusetts
$738K +$375K +1,096 +90%
LSAG
1205
Lake Street Advisors Group
New Hampshire
$737K +$204K +595 +35%
FHA
1206
First Horizon Advisors
Tennessee
$731K -$342 -1 -0%
QI
1207
Qtron Investments
Massachusetts
$731K +$451K +1,319 +135%
NFG
1208
Norris Financial Group
South Carolina
$729K -$301K -879 -28%
CT
1209
Columbia Trust
Oregon
$727K -$35.2K -103 -4%
GWM
1210
Geneos Wealth Management
Colorado
$727K +$62.6K +183 +8%
ISWM
1211
Independent Solutions Wealth Management
New York
$724K +$61.6K +180 +9%
ACM
1212
Avalon Capital Management
California
$723K -$156K -456 -17%
ST
1213
Smithfield Trust
Pennsylvania
$722K -$22.9K -67 -3%
MC
1214
Moors & Cabot
Massachusetts
$717K -$167K -488 -18%
SBSB
1215
Sullivan, Bruyette, Speros & Blaney
Virginia
$715K
WBC
1216
West Branch Capital
Massachusetts
$713K +$59.5K +174 +8%
PCG
1217
Private Capital Group
Connecticut
$713K +$149K +437 +24%
NB
1218
Northwest Bancshares
Pennsylvania
$706K -$34.2K -100 -4%
Cetera Investment Advisers
1219
Cetera Investment Advisers
Illinois
$701K -$17.8K -52 -2%
CAAS
1220
Capital Asset Advisory Services
Michigan
$696K +$219K +641 +49%
GCM
1221
Gables Capital Management
Florida
$695K +$746K +2,180 New
Alyeska Investment Group
1222
Alyeska Investment Group
Illinois
$693K -$66.7M -194,997 -99%
CA
1223
Clearstead Advisors
Ohio
$687K -$230K -671 -24%
PI
1224
PFS Investments
Georgia
$687K +$410K +1,198 +125%
TCA
1225
Transcend Capital Advisors
New Jersey
$686K -$43.4K -127 -6%