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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
601
Lantern Wealth Advisors
New York
$222K +$239K +2,200 New
FG
602
Fiduciary Group
Georgia
$221K -$8.57K -79 -3%
CT
603
Caldwell Trust
Florida
$221K -$45.9K -423 -16%
KGC
604
Kennon-Green & Company
Ohio
$221K -$3.25K -30 -1%
FPAS
605
Focus Partners Advisor Solutions
Missouri
$218K -$29.4K -271 -11%
CHAM
606
Clear Harbor Asset Management
Connecticut
$218K -$53.2K -490 -18%
AWE
607
Avidian Wealth Enterprises
Texas
$218K -$12.9K -119 -5%
BFS
608
Bradley Foster & Sargent
Connecticut
$216K -$28.5K -263 -11%
DW30
609
Drucker Wealth 3.0
New Jersey
$214K -$282K -2,599 -56%
CA
610
Cullinan Associates
Kentucky
$212K
FAIM
611
Financial Advocates Investment Management
Washington
$212K -$170K -1,571 -43%
CNTOF
612
Canandaigua National Trust of Florida
New York
$211K +$227K +2,090 New
IC
613
Iconiq Capital
California
$210K +$226K +2,081 New
Thrivent Financial for Lutherans
614
Thrivent Financial for Lutherans
Minnesota
$208K -$73.2K -675 -25%
AAP
615
Arax Advisory Partners
Colorado
$208K -$17.8K -164 -7%
GWM
616
Gibbs Wealth Management
Georgia
$206K +$222K +2,046 New
CPIG
617
Chicago Partners Investment Group
Illinois
$205K +$3.58K +33 +2%
KP
618
Keel Point
Alabama
$203K -$7.16K -66 -3%
SCM
619
Shelton Capital Management
Colorado
$201K
LFA
620
Laraway Financial Advisors
Minnesota
$198K
GI
621
GAMMA Investing
California
$195K +$49.7K +458 +31%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$194K -$73.9K -681 -26%
SAM
623
Smartleaf Asset Management
Massachusetts
$184K +$26.7K +246 +16%
HT
624
Headlands Technologies
Illinois
$174K -$2.1M -19,356 -92%
ACA
625
Atlas Capital Advisors
Wyoming
$171K