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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1301
LVW Advisors
New York
$669K +$1.74K +6 +0.4%
NAMP
1302
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$667K – – –
MVF
1303
Markin Volterra Fund
New York
$665K +$446K +1,541 New
RE
1304
Rydar Equities
Texas
$663K -$102K -354 -17%
RS
1305
Rakuten Securities
Japan
$659K +$285K +985 +181%
IGAM
1306
iA Global Asset Management
Quebec, Canada
$657K -$259K -896 -37%
AHL
1307
Abel Hall LLC
Louisiana
$651K +$2.31K +8 +0.5%
HA
1308
Harbor Advisors
Florida
$647K – – –
PWA
1309
Primoris Wealth Advisors
Florida
$647K +$434K +1,500 New
TCA
1310
Transcend Capital Advisors
New Jersey
$647K +$4.63K +16 +1%
TFGT
1311
TS Financial Group (TSFG)
Illinois
$644K – – –
AW
1312
Apricus Wealth
South Carolina
$643K -$94K -325 -18%
OWM
1313
OneAscent Wealth Management
Alabama
$641K +$430K +1,485 New
WCG
1314
Weaver Consulting Group
California
$641K -$22.3K -77 -5%
CBA
1315
Coastal Bridge Advisors
Connecticut
$640K +$429K +1,484 New
PWM
1316
Parkway Wealth Management
Texas
$638K -$410K -1,416 -49%
CA
1317
CV Advisors
Florida
$637K – – –
MA
1318
MSA Advisors
California
$636K – – –
WPW
1319
Waldron Private Wealth
Pennsylvania
$636K – – –
CAG
1320
Centerpoint Advisory Group
Kansas
$636K +$21.7K +75 +5%
RCA
1321
Resonant Capital Advisors
Wisconsin
$635K -$14.2K -49 -3%
RIP
1322
RAM Investment Partners
Washington
$634K +$289 +1 +0.1%
BI
1323
Ballast Inc
Kentucky
$633K +$425K +1,468 New
OWA
1324
One Wealth Advisors
California
$632K -$173K -598 -29%
FSWA
1325
Financial Synergies Wealth Advisors
Texas
$632K +$40.8K +141 +11%