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Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
2226
TCI Wealth Advisors
Arizona
$402K +$6.92K +12 +2%
SAF
2227
Smith Anglin Financial
Texas
$402K – – –
AAM
2228
Auxier Asset Management
Oregon
$402K – – –
MWM
2229
Mosley Wealth Management
California
$400K +$386K +670 New
PS
2230
Planned Solutions
California
$399K – – –
NC
2231
Napatree Capital
Rhode Island
$399K +$385K +668 New
FHC
2232
First Heartland Consultants
Missouri
$397K +$35.8K +62 +10%
RFA
2233
Resurgent Financial Advisors
Georgia
$397K +$138K +240 +56%
IWS
2234
Integrity Wealth Solutions
Colorado
$396K +$382K +663 New
NRD
2235
Nebula Research & Development
New York
$394K -$365K -632 -49%
EAM
2236
Empirical Asset Management
Massachusetts
$392K +$142K +247 +60%
BWM
2237
BlackDiamond Wealth Management
New York
$392K +$12.1K +21 +4%
AF
2238
Alerus Financial
North Dakota
$391K -$11.5K -20 -3%
SIC
2239
Sterling Investment Counsel
New York
$390K -$4.04K -7 -1%
QFA
2240
Quantum Financial Advisors
California
$390K +$7.5K +13 +2%
CCFM
2241
Clear Creek Financial Management
Washington
$390K +$27.7K +48 +8%
TCMP
2242
Thrive Capital Management (Pennsylvania)
Pennsylvania
$390K +$136K +235 +56%
AP
2243
Adero Partners
California
$389K -$16.7K -29 -4%
LCWP
2244
Legacy Capital Wealth Partners
Arkansas
$388K +$72.1K +125 +24%
FL
2245
Fort LP
Maryland
$385K -$75.6K -131 -17%
PGIM
2246
Pacific Global Investment Management
California
$385K +$1.15K +2 +0.3%
SFCL
2247
Strengthening Families & Communities LLC
Massachusetts
$385K +$88.2K +153 +31%
LAS
2248
LWM Advisory Services
Florida
$384K +$43.8K +76 +13%
PFG
2249
Prosperity Financial Group
California
$384K -$70.9K -123 -16%
UBV
2250
United Bank (Virginia)
Virginia
$384K -$6.92K -12 -2%