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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
801
Abacus Wealth Partners
California
$285K – – –
APP
802
Avantax Planning Partners
Iowa
$283K +$275K +1,263 New
MYIA
803
Mount Yale Investment Advisors
Colorado
$283K -$10K -46 -4%
IAN
804
Integrated Advisors Network
Texas
$282K +$274K +1,257 New
OIA
805
OneDigital Investment Advisors
Kansas
$280K -$12.6K -58 -4%
APW
806
Acima Private Wealth
Virginia
$280K – – –
LCM
807
Logan Capital Management
Pennsylvania
$280K +$272K +1,250 New
RA
808
Range Advisory
Virginia
$279K +$20.7K +95 +8%
SWM
809
Spire Wealth Management
Virginia
$278K -$24.2K -111 -8%
FBT
810
First Bank & Trust
South Dakota
$277K +$4.36K +20 +2%
GPA
811
Garrison Point Advisors
California
$276K – – –
CI
812
Cigna Investments
Connecticut
$276K – – –
NPF
813
Norris Perne & French
Michigan
$275K – – –
IIM
814
Ipswich Investment Management
Massachusetts
$272K – – –
FWTB
815
First Western Trust Bank
Colorado
$271K – – –
BW
816
BIP Wealth
Georgia
$270K -$400K -1,835 -60%
JWCA
817
J.W. Cole Advisors
Florida
$269K +$262K +1,201 New
KA
818
Kovack Advisors
Florida
$269K -$462K -2,119 -63%
FHA
819
Flagship Harbor Advisors
Massachusetts
$267K +$3.27K +15 +1%
SPC
820
Spirepoint Private Client
Florida
$266K -$47.5K -218 -16%
BAM
821
Brave Asset Management
New Jersey
$264K – – –
WPW
822
Winthrop Partners - WNY
New York
$264K – – –
HIP
823
HUB Investment Partners
Texas
$263K +$255K +1,172 New
HFAS
824
Hummer Financial Advisory Services
Illinois
$262K – – –
OWP
825
Obermeyer Wealth Partners
Colorado
$262K – – –