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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
501
Level Four Advisory Services
Texas
$759K +$800K +1,018 New
GWM
502
GSB Wealth Management
Connecticut
$749K +$106K +135 +16%
VR
503
Viridian RIA
Washington
$745K +$39.3K +50 New
OPW
504
Oxler Private Wealth
New York
$745K +$786K +1,000 New
KPWS
505
Kestra Private Wealth Services
Texas
$738K +$29.1K +37 +4%
RWA
506
Redhawk Wealth Advisors
Minnesota
$737K +$51.9K +66 +7%
HIA
507
Harbor Investment Advisory
Maryland
$736K – – –
CC
508
Chicago Capital
Illinois
$736K +$777K +988 New
CA
509
Continuum Advisory
Idaho
$734K +$58.2K +74 +8%
VWA
510
V Wealth Advisors
Kansas
$733K -$32.2K -41 -4%
OIA
511
OneDigital Investment Advisors
Kansas
$727K +$6.29K +8 +0.8%
IA
512
IFP Advisors
Florida
$727K +$59.7K +76 +9%
VCM
513
Virtue Capital Management
Tennessee
$726K -$3.14K -4 -0.4%
KFP
514
KB Financial Partners
New Jersey
$726K +$28.3K +36 +4%
EAM
515
Eagle Asset Management
Florida
$725K +$443K +563 +137%
FTUS
516
Flow Traders U.S.
New York
$724K +$764K +972 New
BAM
517
Belpointe Asset Management
Nevada
$715K +$334K +425 +79%
QCM
518
Quest Capital Management
Texas
$714K -$104K -132 -12%
FTA
519
Financial & Tax Architects
Missouri
$710K +$749K +953 New
DC
520
Davenport & Co
Virginia
$709K +$147K +187 +24%
FPF
521
First Pacific Financial
Washington
$707K -$23.6K -30 -3%
CCM
522
Coldstream Capital Management
Washington
$701K +$637K +810 +74%
CAG
523
Csenge Advisory Group
Florida
$697K +$70K +89 +10%
DWM
524
Dakota Wealth Management
Florida
$694K +$732K +931 New
CW
525
CreativeOne Wealth
Kansas
$692K -$14.9K -19 -2%