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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1676
Lifeworks Advisors
Michigan
$829K -$1.01M -3,562 -55%
GWS
1677
Greykasell Wealth Strategies
California
$829K +$25.8K +91 +3%
RWM
1678
Rialto Wealth Management
New York
$827K +$567 +2 +0.1%
APW
1679
Austin Private Wealth
Texas
$825K +$5.95K +21 +0.7%
BPWM
1680
BCS Private Wealth Management
New Jersey
$824K +$836K +2,950 New
1SB
1681
1ST Source Bank
Indiana
$819K +$3.12K +11 +0.4%
CWM
1682
Chemistry Wealth Management
New York
$817K -$14.4K -51 -2%
BAM
1683
Brave Asset Management
New Jersey
$817K
RCWM
1684
Royal Capital Wealth Management
Indiana
$816K
IAS
1685
Insigneo Advisory Services
Florida
$816K +$45.3K +160 +6%
NRS
1686
Neville Rodie & Shaw
New York
$813K -$249K -880 -23%
FFG
1687
Fortress Financial Group
Minnesota
$813K +$283 +1 +0%
PBC
1688
Pavion Blue Capital
California
$813K -$34.8K -123 -4%
IBOK
1689
Independence Bank of Kentucky
Kentucky
$811K -$1.42K -5 -0.2%
BWA
1690
Bordeaux Wealth Advisors
California
$809K -$1.7K -6 -0.2%
SC
1691
Sapient Capital
Indiana
$808K -$3.12K -11 -0.4%
LAI
1692
Legal Advantage Investments
California
$805K -$63.7K -225 -7%
HCM
1693
Howland Capital Management
Massachusetts
$803K -$19.3K -68 -2%
ATC
1694
Adirondack Trust Company
New York
$802K -$11.9K -42 -1%
FAIM
1695
Financial Advocates Investment Management
Washington
$800K -$1.54M -5,431 -65%
PAI
1696
Pittenger & Anderson Inc
Nebraska
$799K +$113K +400 +16%
LTI
1697
Laffer Tengler Investments
Tennessee
$796K +$231K +817 +40%
BWA
1698
Burt Wealth Advisors
Maryland
$796K
PWA
1699
Phoenix Wealth Advisors
North Carolina
$792K +$567 +2 +0.1%
KCM
1700
Kennedy Capital Management
Missouri
$792K +$33.7K +119 +4%