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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
301
Washington Trust Advisors
Massachusetts
$715K
LSPW
302
Lake Street Private Wealth
Illinois
$706K +$323K +2,273 +85%
YIH
303
Y-Intercept (HK)
Hong Kong
$687K +$683K +4,804 New
BRWA
304
B. Riley Wealth Advisors
Florida
$683K +$47.9K +337 +7%
SFG
305
Sovereign Financial Group
Connecticut
$680K +$108K +763 +19%
IA
306
IAM Advisory
Pennsylvania
$671K +$667K +4,691 New
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$668K -$25.1M -176,641 -97%
SWM
308
StoneCrest Wealth Management
Arizona
$661K -$20.2K -142 -3%
PHM
309
Prospect Hill Management
New Jersey
$657K +$653K +4,595 New
SIMG
310
Sonora Investment Management Group
Arizona
$656K +$32K +225 +5%
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
$653K -$239K -1,680 -27%
SWP
312
Stratos Wealth Partners
Ohio
$652K +$111K +783 +21%
PWM
313
Prosperity Wealth Management
California
$646K -$61.1K -430 -9%
HFA
314
High Falls Advisors
New York
$644K +$71K +500 +13%
MA
315
Modus Advisors
Minnesota
$641K +$112K +786 +21%
KPWS
316
Kestra Private Wealth Services
Texas
$638K +$152K +1,071 +32%
LWM
317
LJI Wealth Management
Indiana
$629K +$625K +4,400 New
TCM
318
Tufton Capital Management
Maryland
$624K +$17.8K +125 +3%
CC
319
Centiva Capital
New York
$623K +$619K +4,359 New
CM
320
CastleKnight Management
New York
$621K -$108K -760 -15%
CWM
321
Cornerstone Wealth Management
Missouri
$615K +$47.6K +335 +8%
WE
322
Wealth Effects
Massachusetts
$601K
CF
323
Centaurus Financial
California
$595K +$398K +2,801 +206%
PS
324
Principal Securities
Iowa
$590K +$34.8K +245 +6%
CMI
325
Clare Market Investments
Texas
$586K +$124K +875 +27%