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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
851
Lake Street Advisors Group
New Hampshire
$3.63M +$3.8K +13 +0.1%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$3.62M +$351K +1,198 +10%
LCM
853
Legato Capital Management
California
$3.62M
GWM
854
GSB Wealth Management
Connecticut
$3.62M -$13.2K -45 -0.4%
FLI
855
Family Legacy Inc
South Carolina
$3.62M -$296K -1,013 -7%
PRS
856
Pinkerton Retirement Specialists
Idaho
$3.61M +$861K +2,943 +30%
FCH
857
Freestone Capital Holdings
Washington
$3.6M -$28.4K -97 -0.8%
SG
858
StoneX Group
New York
$3.6M +$162K +553 +5%
MWM
859
Mission Wealth Management
California
$3.6M +$31.6K +108 +0.9%
AWM
860
Axxcess Wealth Management
California
$3.58M -$806K -2,753 -18%
LIM
861
Leavell Investment Management
Alabama
$3.58M -$37.7K -129 -1%
CWG
862
Cornerstone Wealth Group
North Carolina
$3.55M +$3.28M +11,214 +877%
MG
863
Mather Group
Illinois
$3.55M +$16.4K +56 +0.5%
SWMG
864
Signature Wealth Management Group
Georgia
$3.54M -$164K -560 -4%
NG
865
Norden Group
Utah
$3.54M +$1.53M +5,217 +72%
EP
866
Edgestream Partners
New Jersey
$3.54M +$2.49M +8,524 +218%
FMC
867
First Merchants Corp
Indiana
$3.53M -$174K -595 -5%
OPCM
868
Osborne Partners Capital Management
California
$3.52M
VCA
869
Verdence Capital Advisors
Maryland
$3.52M -$164K -559 -4%
IFWM
870
Institute for Wealth Management
Colorado
$3.51M -$75.8K -259 -2%
BFG
871
Beacon Financial Group
Texas
$3.5M -$701K -2,394 -16%
SIM
872
Studio Investment Management
Illinois
$3.49M -$181K -620 -5%
RWM
873
Ritholtz Wealth Management
New York
$3.48M +$31.9K +109 +0.9%
NRW
874
Nova R Wealth
Kansas
$3.48M +$585 +2 +0%
HAG
875
HighPoint Advisor Group
Illinois
$3.47M +$97.4K +333 +3%