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Name Holding Trade Value Shares
Change
Change in
Stake
DP
801
Dearborn Partners
Illinois
$644K
GLA
802
Great Lakes Advisors
Illinois
$641K -$2.26M -14,438 -77%
IWC
803
Integrated Wealth Concepts
Massachusetts
$640K -$38.5K -246 -6%
STAS
804
Strong Tower Advisory Services
Minnesota
$640K -$17.8K -114 -3%
LFM
805
LGT Fund Management
Liechtenstein
$638K
RIA
806
Realta Investment Advisors
Delaware
$636K +$34.8K +222 +6%
GDP
807
Great Diamond Partners
Maine
$633K +$24.6K +157 +4%
IPW
808
Inlet Private Wealth
Florida
$629K +$2.04K +13 +0.3%
SAM
809
Seelaus Asset Management
New Jersey
$628K -$3.91K -25 -0.6%
AWE
810
Avidian Wealth Enterprises
Texas
$625K -$146K -934 -18%
OFS
811
Oldfather Financial Services
Nebraska
$625K -$313 -2 -0%
BCM
812
Bayesian Capital Management
New York
$623K +$643K +4,107 New
NL
813
NWAM LLC
Washington
$622K -$34.4K -220 -5%
VWM
814
Valley Wealth Managers
New Jersey
$618K -$2.04K -13 -0.3%
SAA
815
Southeast Asset Advisors
Georgia
$618K
BWA
816
BDO Wealth Advisors
Florida
$611K +$17.4K +111 +3%
HBT
817
Heartland Bank & Trust
Illinois
$605K -$325K -2,073 -34%
EWA
818
EP Wealth Advisors
California
$598K -$9.55K -61 -2%
HWM
819
HB Wealth Management
Georgia
$596K +$249K +1,591 +68%
CDH
820
Charles D. Hyman
$595K
FFM
821
Forum Financial Management
Illinois
$593K +$1.72K +11 +0.3%
MW
822
Marcum Wealth
Ohio
$590K -$29.9K -191 -5%
APP
823
Avantax Planning Partners
Iowa
$581K +$16.8K +107 +3%
RCS
824
Retirement Capital Strategies
California
$577K
M
825
MOTCO
Texas
$576K -$8.11M -51,776 -93%