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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
701
Legacy Financial Advisors
Kentucky
$632K +$195K +604 +46%
LAM
702
Lountzis Asset Management
Pennsylvania
$630K – – –
RW
703
Rede Wealth
Virginia
$630K – – –
QFW
704
QTR Family Wealth
Florida
$629K +$323K +1,000 +112%
7WCP
705
71 West Capital Partners
Massachusetts
$625K +$236K +731 +63%
Luther King Capital Management (LKCM)
706
Luther King Capital Management (LKCM)
Texas
$620K – – –
BP
707
Ballentine Partners
Massachusetts
$620K -$7.74K -24 -1%
SIP
708
Stoneridge Investment Partners
Pennsylvania
$619K +$554K +1,717 New
PPA
709
Painted Porch Advisors
California
$618K – – –
CT
710
Chicago Trust
Illinois
$617K +$43.6K +135 +8%
GI
711
GAMMA Investing
California
$613K +$100K +311 +20%
WPC
712
Wedmont Private Capital
Pennsylvania
$611K -$12.3K -38 -2%
BC
713
Barrett & Company
Rhode Island
$611K – – –
LJAC
714
L.J. Altfest & Co
New York
$605K – – –
TA
715
Townsend & Associates
Colorado
$604K -$2.9K -9 -0.5%
CA
716
Crane Advisory
California
$601K – – –
NA
717
Nordwand Advisors
Pennsylvania
$601K -$411K -1,273 -41%
AA
718
ALPS Advisors
Colorado
$601K +$585K +1,812 New
AWM
719
AE Wealth Management
Kansas
$599K +$21K +65 +4%
UWS
720
Unique Wealth Strategies
Illinois
$598K -$645 -2 -0.1%
GBA
721
Garrison Bradford & Associates
New York
$597K -$64.5K -200 -10%
PA
722
Parallel Advisors
California
$596K -$91.6K -284 -14%
CRC
723
Curi RMB Capital
Illinois
$596K +$579K +1,796 New
YAIA
724
Yanni & Associates Investment Advisors
Pennsylvania
$594K – – –
PA
725
Profund Advisors
Maryland
$594K -$18.7K -58 -3%