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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$566K +$622K +1,944 New
FAIM
652
Financial Advocates Investment Management
Washington
$560K +$199K +622 +48%
Summit Trail Advisors
653
Summit Trail Advisors
New York
$555K -$115K -360 -16%
MM
654
MQS Management
New York
$554K -$105K -329 -15%
LAM
655
Lountzis Asset Management
Pennsylvania
$553K – – –
AWAU
656
Alliance Wealth Advisors (Utah)
Utah
$553K +$9.28K +29 +2%
RW
657
Rede Wealth
Virginia
$552K – – –
Equitable Holdings
658
Equitable Holdings
New York
$548K +$186K +580 +45%
KWM
659
KFG Wealth Management
Indiana
$544K – – –
FCP
660
Fidelis Capital Partners
Florida
$542K +$45.1K +141 +8%
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$539K -$40K -125 -6%
Atria Wealth Solutions
662
Atria Wealth Solutions
New York
$535K +$35.2K +110 +6%
Penserra Capital Management
663
Penserra Capital Management
California
$527K -$122K -380 -17%
WhitTier Trust Company
664
WhitTier Trust Company
Nevada
$525K – – –
Capital Investment Advisors
665
Capital Investment Advisors
Georgia
$522K -$2.24K -7 -0.4%
AWA
666
Arete Wealth Advisors
Illinois
$522K +$38.7K +121 +7%
LF
667
Lantz Financial
Illinois
$522K -$960 -3 -0.2%
AO
668
Advisor OS
Illinois
$522K +$67.9K +212 +13%
TPWM
669
Twelve Points Wealth Management
Massachusetts
$515K +$8.96K +28 +2%
Wedmont Private Capital
670
Wedmont Private Capital
Pennsylvania
$511K -$66.9K -209 -11%
YC
671
Yarbrough Capital
Tennessee
$508K – – –
Global Retirement Partners
672
Global Retirement Partners
California
$508K -$8.96K -28 -2%
NEI
673
Northwest & Ethical Investments
Ontario, Canada
$507K – – –
HFAS
674
Hummer Financial Advisory Services
Illinois
$504K – – –
HI
675
Hudock Inc
Pennsylvania
$504K – – –