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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
951
Premier Path Wealth Partners
New Jersey
$419K +$20.1K +68 +6%
LSPW
952
Lake Street Private Wealth
Illinois
$416K -$1.19K -4 -0.3%
VT
953
Vise Technologies
New York
$413K +$152K +514 +67%
BHPW
954
Beverly Hills Private Wealth
California
$411K -$62.2K -210 -14%
RA
955
Ransom Advisory
Rhode Island
$411K -$88.9K -300 -19%
GF
956
Gabelli Funds
New York
$410K
WS
957
Wedbush Securities
California
$409K -$317K -1,070 -46%
AWM
958
Atticus Wealth Management
Florida
$409K
LSAG
959
Lake Street Advisors Group
New Hampshire
$408K -$4.74K -16 -1%
BMCM
960
Burns Matteson Capital Management
New York
$406K +$8.59K +29 +2%
CPA
961
Court Place Advisors
Maryland
$406K
SI
962
Stephens Inc
Arkansas
$405K +$42.4K +143 +13%
MCP
963
Mirador Capital Partners
California
$403K -$12.1K -41 -3%
CM
964
Castleark Management
Illinois
$402K
EWM
965
Evercore Wealth Management
New York
$400K -$44.4K -150 -11%
KFA
966
Kapstone Financial Advisors
Ohio
$399K
CAM
967
Cidel Asset Management
Ontario, Canada
$396K -$24.6K -83 -6%
Koshinski Asset Management
968
Koshinski Asset Management
Illinois
$392K +$8.89K +30 +3%
BGAI
969
Bruce G. Allen Investments
Colorado
$390K +$3.26K +11 +0.9%
SWM
970
Sterling Wealth Management
Illinois
$389K +$5.33K +18 +2%
EGA
971
E&G Advisors
Texas
$389K -$4.74K -16 -1%
FIB
972
First Interstate Bank
Montana
$389K +$355K +1,200 New
CFG
973
Carr Financial Group
Massachusetts
$386K +$2.07K +7 +0.6%
PGAM
974
Princeton Global Asset Management
New Jersey
$385K +$5.04K +17 +1%
AIA
975
Alera Investment Advisors
Illinois
$384K -$296 -1 -0.1%