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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Park Capital Management
Wisconsin
$1.69M +$1.27M +4,779 New
GVAG
402
Great Valley Advisor Group
Delaware
$1.68M +$805K +3,027 +175%
FFN
403
Focus Financial Network
Minnesota
$1.65M – – –
SDWIA
404
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.65M -$113K -425 -8%
APWM
405
Argonautica Private Wealth Management
Massachusetts
$1.64M +$104K +391 +9%
VIS
406
Vega Investment Solutions
France
$1.64M -$1.75M -6,588 -59%
HA
407
Huntleigh Advisors
Missouri
$1.62M – – –
AF
408
Alerus Financial
North Dakota
$1.62M -$982K -3,693 -45%
AWA
409
Arkadios Wealth Advisors
Georgia
$1.62M -$7.45K -28 -0.6%
AI
410
Atria Investments
North Carolina
$1.61M +$808K +3,038 +203%
LSPW
411
Lake Street Private Wealth
Illinois
$1.61M -$234K -879 -16%
PGH
412
Partners Group Holding
Switzerland
$1.56M -$2.79M -10,500 -70%
GSWM
413
Golden State Wealth Management
California
$1.55M -$114K -428 -9%
PI
414
PFG Investments
New York
$1.55M -$1.92M -7,208 -62%
MWM
415
Meridian Wealth Management
Kentucky
$1.52M +$267K +1,003 +30%
IWM
416
IHT Wealth Management
Illinois
$1.52M +$25.3K +95 +2%
Vanguard Personalized Indexing Management
417
Vanguard Personalized Indexing Management
California
$1.5M -$14.1K -53 -1%
BAM
418
Belpointe Asset Management
Nevada
$1.5M -$283K -1,066 -20%
FCA
419
Fortis Capital Advisors
Kansas
$1.5M -$283K -1,066 -20%
BOM
420
Bank of Marin
California
$1.49M -$417K -1,570 -27%
JF
421
Joule Financial
Kentucky
$1.49M +$1.12M +4,195 New
TC
422
TownSquare Capital
Utah
$1.48M +$1.11M +4,172 New
FAOAI
423
Fund Advisors of America Inc
Florida
$1.47M -$220K -827 -17%
KIA
424
KCM Investment Advisors
California
$1.47M -$26.6K -100 -2%
HIP
425
HUB Investment Partners
Texas
$1.47M +$531K +1,996 +93%