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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
551
Kingswood Wealth Advisors
California
$674K +$506K +1,902 New
PS
552
Principal Securities
Iowa
$666K +$499K +1,878 New
EWA
553
EverSource Wealth Advisors
Alabama
$663K -$33K -124 -6%
AC
554
AlphaCore Capital
California
$657K
WS
555
Wedbush Securities
California
$651K -$126K -472 -20%
NP
556
NorthRock Partners
Minnesota
$649K +$486K +1,829 New
TGAM
557
TBH Global Asset Management
Tennessee
$642K +$481K +1,810 New
WJS
558
William John Sempolinski
Massachusetts
$639K
WCA
559
Westover Capital Advisors
Delaware
$638K
MCP
560
Mirador Capital Partners
California
$636K -$255K -960 -35%
Pathstone Holdings
561
Pathstone Holdings
New Jersey
$634K -$56.1K -211 -11%
SCM
562
Schnieders Capital Management
California
$631K +$473K +1,779 New
LFAS
563
Level Four Advisory Services
Texas
$621K +$466K +1,752 New
AF
564
Advisornet Financial
Minnesota
$619K +$17.5K +66 +4%
DCM
565
Dimension Capital Management
Florida
$618K
CB
566
Commerce Bank
Missouri
$611K +$5.58K +21 +1%
RBI
567
Raiffeisen Bank International
Austria
$610K +$472K +1,775 New
AWM
568
Axxcess Wealth Management
California
$608K +$456K +1,716 New
GWM
569
Goldenstone Wealth Management
California
$607K +$10.1K +38 +2%
BF
570
bLong Financial
Tennessee
$606K
ADL
571
Asset Dedication LLC
California
$606K +$2.66K +10 +0.6%
SAW
572
Signal Advisors Wealth
Michigan
$602K -$121K -456 -21%
PM
573
Pembroke Management
Quebec, Canada
$601K +$451K +1,696 New
SRS
574
Strong Retirement Solutions
Washington
$595K -$127K -478 -22%
LBC
575
Leigh Baldwin & Co
New York
$592K +$9.31K +35 +2%