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Name Holding Trade Value Shares
Change
Change in
Stake
AR
1751
Apeiron RIA
Texas
$715K +$146K +493 +22%
MLL
1752
Moody Lynn & Lieberson
Massachusetts
$714K -$172K -580 -17%
IIC
1753
Integrated Investment Consultants
Michigan
$714K -$25.8K -87 -3%
SDWMA
1754
Schneider Downs Wealth Management Advisors
Pennsylvania
$713K -$11K -37 -1%
PIA
1755
Perennial Investment Advisors
California
$713K +$12.8K +43 +2%
MIM
1756
Morningstar Investment Management
Illinois
$711K +$70.9K +239 +10%
LSA
1757
Lion Street Advisors
Texas
$711K +$134K +450 +20%
NF
1758
Nikulski Financial
Iowa
$710K +$890 +3 +0.1%
EFA
1759
Evernest Financial Advisors
Indiana
$710K +$18.4K +62 +2%
HWMO
1760
Heritage Wealth Management (Ohio)
Ohio
$710K +$297 +1 +0%
WE
1761
Wealth Effects
Massachusetts
$709K +$2.67K +9 +0.3%
CAGAS
1762
Capital Advisory Group Advisory Services
Minnesota
$704K +$35K +118 +5%
RAM
1763
Readystate Asset Management
Illinois
$703K -$1.21M -4,095 -60%
TSS
1764
Two Sigma Securities
New York
$702K -$3.2M -10,783 -80%
HCP
1765
Hexagon Capital Partners
Arkansas
$701K -$13.1K -44 -2%
CWS
1766
Confluence Wealth Services
Pennsylvania
$700K +$25.8K +87 +4%
PWA
1767
Phoenix Wealth Advisors
North Carolina
$698K -$1.48K -5 -0.2%
WCF
1768
West Coast Financial
California
$698K -$17.5K -59 -2%
FFO
1769
Fortitude Family Office
Arizona
$695K +$7.12K +24 +0.9%
DA
1770
Dillon & Associates
Michigan
$695K
UBP
1771
Union Bancaire Privee
Switzerland
$694K +$785K +2,647 New
CWM
1772
Centurion Wealth Management
Virginia
$694K +$48.4K +163 +7%
NC
1773
Napatree Capital
Rhode Island
$692K +$314K +1,059 +66%
LWAM
1774
Legacy Wealth Asset Management
Minnesota
$691K -$9.2K -31 -1%
EWM
1775
Evermay Wealth Management
Virginia
$691K +$11.3K +38 +1%