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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1851
LVW Advisors
New York
$489K -$53.8K -86 -9%
CFCI
1852
Comprehensive Financial Consultants Institutional
Indiana
$488K +$656K +1,049 New
SICM
1853
Sustainable Insight Capital Management
New York
$487K -$163K -260 -23%
PSP
1854
Principal Street Partners
Tennessee
$487K -$71.3K -114 -12%
CRCM
1855
Corbett Road Capital Management
Virginia
$487K +$537K +859 New
FAT
1856
First American Trust
California
$485K -$1.25K -2 -0.2%
TWM
1857
Thrive Wealth Management
Pennsylvania
$485K +$534K +855 New
TCBWMS
1858
Texas Capital Bank Wealth Management Services
Texas
$483K +$8.13K +13 +2%
SA
1859
Strategic Advisors
New York
$483K +$236K +377 +79%
QPW
1860
Quantum Private Wealth
Florida
$483K +$533K +852 New
PFWA
1861
Paces Ferry Wealth Advisors
Georgia
$482K -$62.5K -100 -11%
IC
1862
Inscription Capital
Texas
$481K
CGA
1863
Crescent Grove Advisors
Illinois
$480K +$53.8K +86 +11%
WCM
1864
Washburn Capital Management
Florida
$476K
NFC
1865
Northeast Financial Consultants
Connecticut
$471K -$53.1K -85 -9%
LF
1866
Lantz Financial
Illinois
$471K -$18.1K -29 -3%
CL
1867
CPWM LLC
Washington
$470K
TWA
1868
TCI Wealth Advisors
Arizona
$468K -$87.5K -140 -15%
DI
1869
DFPG Investments
Utah
$468K +$2.5K +4 +0.4%
EA
1870
Echo45 Advisors
California
$468K +$516K +825 New
HKIMG
1871
Hutchens & Kramer Investment Management Group
Indiana
$468K +$627K +1,003 New
PGIM
1872
Pacific Global Investment Management
California
$467K -$625 -1 -0.1%
ATWA
1873
Arbor Trust Wealth Advisors
Michigan
$467K
BIA
1874
Bigelow Investment Advisors
Maine
$467K +$11.3K +18 +2%
BCA
1875
Bay Colony Advisors
Massachusetts
$466K -$50K -80 -9%