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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1301
Lake Street Private Wealth
Illinois
$2.11M +$104K +2,237 +5%
AWS
1302
Arkfeld Wealth Strategies
Nebraska
$2.11M +$1.98M +42,658 New
ISWM
1303
Independent Solutions Wealth Management
New York
$2.1M +$2.04M +43,857 New
H
1304
HoyleCohen
California
$2.1M +$44.8K +964 +2%
MSAM
1305
Moloney Securities Asset Management
Missouri
$2.1M +$293K +6,302 +17%
AGM
1306
Alpine Global Management
New York
$2.09M +$2.03M +43,626 New
BIA
1307
Bigelow Investment Advisors
Maine
$2.09M +$7.3K +157 +0.4%
VIA
1308
Vident Investment Advisory
Georgia
$2.09M +$2.02M +43,531 New
WEC
1309
Winslow Evans & Crocker
Massachusetts
$2.09M +$46.2K +994 +2%
SFM
1310
Signet Financial Management
New Jersey
$2.08M +$47.5K +1,023 +2%
NSIM
1311
North Star Investment Management
Illinois
$2.08M +$33K +709 +2%
AAM
1312
Ascension Asset Management
New York
$2.06M -$9.3K -200 -0.5%
PFO
1313
Pathstone Family Office
New Jersey
$2.06M +$49.1K +1,056 +3%
IC
1314
Inscription Capital
Texas
$2.05M +$571K +12,286 +40%
IWP
1315
Icon Wealth Partners
Texas
$2.05M +$31.7K +681 +2%
SIAG
1316
Signet Investment Advisory Group
Rhode Island
$2.05M +$21.5K +463 +1%
FC
1317
Ferris Capital
Massachusetts
$2.04M -$959K -20,624 -33%
OAM
1318
Ostrum Asset Management
France
$2.04M – – –
SC
1319
Schulhoff & Co
Ohio
$2.04M +$30.2K +650 +2%
WBC
1320
West Branch Capital
Massachusetts
$2.03M -$210K -4,515 -10%
GWMIA
1321
Global Wealth Management Investment Advisory
Florida
$2.03M +$415K +8,930 +27%
CC
1322
Cognios Capital
Kansas
$2.03M -$24.8K -534 -1%
WG
1323
Welch Group
Alabama
$2.03M +$150K +3,235 +8%
APP
1324
Avantax Planning Partners
Iowa
$2.03M +$27K +581 +1%
RMSCM
1325
R.M. Sincerbeaux Capital Management
New York
$2.02M – – –
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