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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2076
Amplius Wealth Advisors
Pennsylvania
$221K +$244K +870 New
CIA
2077
Caerus Investment Advisors
Texas
$221K +$244K +870 New
SFG
2078
SNS Financial Group
Minnesota
$220K -$28.1K -100 -10%
CA
2079
Continuum Advisory
Idaho
$220K +$244K +867 New
PAG
2080
Private Advisory Group
Washington
$218K
TSW
2081
Thompson Siegel & Walmsley
Virginia
$218K
ACA
2082
Affinity Capital Advisors
California
$218K +$33.7K +120 +16%
CIA
2083
Cladis Investment Advisory
Montana
$218K +$241K +857 New
OWA
2084
Outlook Wealth Advisors
Texas
$217K -$2.25K -8 -0.9%
VCM
2085
Versant Capital Management
Arizona
$217K +$63.2K +225 +36%
LP
2086
LGL Partners
Pennsylvania
$217K +$240K +854 New
LBC
2087
Lowe Brockenbrough & Co
Virginia
$216K -$18K -64 -7%
AR
2088
Apeiron RIA
Texas
$216K +$239K +849 New
LWM
2089
Liberty Wealth Management
California
$215K -$140K -498 -37%
CWC
2090
Carolinas Wealth Consulting
North Carolina
$215K
TWM
2091
Triton Wealth Management
Arizona
$215K +$7.59K +27 +3%
PL
2092
Pluribus Labs
California
$215K +$238K +846 New
NSIM
2093
North Star Investment Management
Illinois
$213K -$191K -680 -45%
IAP
2094
Indie Asset Partners
Indiana
$212K -$843 -3 -0.4%
AWA
2095
Archvest Wealth Advisors
California
$212K +$235K +835 New
GA
2096
GFS Advisors
Texas
$210K -$87.1K -310 -27%
TWP
2097
Tower Wealth Partners
Pennsylvania
$210K
Kayne Anderson Rudnick Investment Management
2098
Kayne Anderson Rudnick Investment Management
California
$210K +$6.74K +24 +3%
SSWM
2099
Sheets Smith Wealth Management
North Carolina
$210K +$232K +826 New
FWM
2100
Focused Wealth Management
New York
$208K -$11.2K -40 -5%