Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1026
Hudson Valley Investment Advisors
New York
$405K -$27.9K -275 -7%
DA
1027
Denali Advisors
California
$405K -$356K -3,505 -49%
ST
1028
Spinnaker Trust
Maine
$405K +$9.65K +95 +3%
LA
1029
Legacy Advisors
Pennsylvania
$403K -$3.96K -39 -1%
CWG
1030
Cornerstone Wealth Group
North Carolina
$401K -$1.63K -16 -0.4%
FPAS
1031
Focus Partners Advisor Solutions
Missouri
$400K -$15.3K -151 -4%
RG
1032
Renaissance Group
Kentucky
$398K -$2.54K -25 -0.7%
Empower Advisory Group
1033
Empower Advisory Group
Colorado
$398K +$26.2K +258 +8%
NB
1034
Nicolet Bankshares
Wisconsin
$397K -$21.5K -212 -6%
ASBI
1035
American State Bank (Iowa)
Iowa
$396K – – –
KA
1036
Kovack Advisors
Florida
$395K -$185K -1,824 -34%
BFIM
1037
Beese Fulmer Investment Management
Ohio
$394K – – –
EWM
1038
Executive Wealth Management
Michigan
$394K +$358K +3,520 New
WLG
1039
Williamson Legacy Group
Indiana
$393K +$357K +3,513 New
ACP
1040
Aviance Capital Partners
Florida
$392K -$915 -9 -0.3%
GIM
1041
Goelzer Investment Management
Indiana
$392K -$3.05K -30 -0.8%
APP
1042
Avantax Planning Partners
Iowa
$389K -$244K -2,405 -41%
XT
1043
XTX Topco
Cayman Islands
$389K -$1.57M -15,405 -82%
PPWP
1044
Premier Path Wealth Partners
New Jersey
$388K +$3.76K +37 +1%
AR
1045
Apeiron RIA
Texas
$388K -$18.6K -183 -5%
IC
1046
Inscription Capital
Texas
$387K +$2.44K +24 +0.7%
A
1047
Allianz
Germany
$386K -$40.7K -400 -10%
BHWM
1048
Bar Harbor Wealth Management
New Hampshire
$385K -$98.2K -966 -22%
APA
1049
Astoria Portfolio Advisors
New York
$382K -$4.17K -41 -1%
DAM
1050
Delta Asset Management
Tennessee
$382K -$8.64K -85 -2%