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Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
2126
TCI Wealth Advisors
Arizona
$665K +$12.2K +213 +2%
LSPW
2127
Lake Street Private Wealth
Illinois
$664K -$60.7K -1,063 -9%
LGA
2128
Lebenthal Global Advisors
New York
$664K +$142K +2,493 +29%
BWA
2129
Bordeaux Wealth Advisors
California
$664K -$85.3K -1,493 -12%
AMG
2130
Asset Management Group
Connecticut
$663K +$4.46K +78 +0.7%
SPW
2131
Sonoma Private Wealth
California
$663K -$17.6K -308 -3%
VC
2132
Veracity Capital
Georgia
$661K -$2.57K -45 -0.4%
FCFC
2133
First Citizens Financial Corp
Iowa
$659K +$51.4K +900 +9%
PP
2134
PDT Partners
New York
$659K +$636K +11,136 New
SAM
2135
SignalPoint Asset Management
Missouri
$657K -$25.4K -445 -4%
AWM
2136
Aprio Wealth Management
Georgia
$654K +$205K +3,583 +48%
RWI
2137
Red Wave Investments
Pennsylvania
$653K -$106K -1,852 -14%
MSR
2138
Main Street Research
Connecticut
$651K +$53.1K +929 +9%
Segall Bryant & Hamill
2139
Segall Bryant & Hamill
Illinois
$650K +$627K +10,986 New
PWMG
2140
Prestige Wealth Management Group
New Jersey
$650K +$48.4K +848 +8%
NG
2141
Novem Group
New York
$649K +$626K +10,968 New
SP
2142
Stonebrook Private
Michigan
$649K -$273K -4,787 -30%
GWSG
2143
GPS Wealth Strategies Group
Colorado
$645K -$29.5K -517 -5%
SOS
2144
Silver Oak Securities
Tennessee
$645K +$97.6K +1,709 +19%
OL
2145
OneFund LLC
Florida
$644K +$17.4K +304 +3%
HSWM
2146
Hubbell Strickland Wealth Management
Louisiana
$644K -$12.7K -222 -2%
UAG
2147
United Advisor Group
Ohio
$644K +$54.3K +951 +10%
PFP
2148
Paragon Financial Partners
California
$644K -$103K -1,800 -14%
PIA
2149
Powell Investment Advisors
Florida
$643K – – –
KW
2150
Keyvantage Wealth
Pennsylvania
$643K +$620K +10,857 New