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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1401
Aviance Capital Partners
Florida
$672K
AWM
1402
Aries Wealth Management
Maine
$672K
KWMG
1403
King Wealth Management Group
Florida
$672K -$48.4K -138 -6%
AEPWM
1404
Atlantic Edge Private Wealth Management
Florida
$671K -$19.3K -55 -3%
ACM
1405
Andina Capital Management
Utah
$670K +$48.8K +139 +7%
CWA
1406
CogentBlue Wealth Advisors
Tennessee
$670K +$709K +2,019 New
IA
1407
IAM Advisory
Pennsylvania
$669K +$7.02K +20 +1%
SMH
1408
Sanders Morris Harris
Texas
$669K
HIP
1409
HUB Investment Partners
Texas
$668K +$205K +584 +41%
PWMG
1410
Prestige Wealth Management Group
New Jersey
$665K +$29.8K +85 +4%
FMWA
1411
Forvis Mazars Wealth Advisors
Missouri
$665K -$62.1K -177 -8%
VWM
1412
Venturi Wealth Management
Texas
$664K +$159K +453 +29%
PW
1413
Paladin Wealth
Minnesota
$662K +$75.5K +215 +12%
SIMG
1414
Sonora Investment Management Group
Arizona
$662K +$2.81K +8 +0.4%
V
1415
ViaWealth
Kansas
$661K -$18.6K -53 -3%
FAIM
1416
Financial Advocates Investment Management
Washington
$659K -$19.3K -55 -3%
RCA
1417
Resonant Capital Advisors
Wisconsin
$658K +$23.9K +68 +4%
NC
1418
Napatree Capital
Rhode Island
$656K +$4.91K +14 +0.7%
CT
1419
Chicago Trust
Illinois
$652K
WA
1420
WealthTrust Axiom
Pennsylvania
$651K
RB
1421
Rodgers Brothers
Pennsylvania
$648K
KAS
1422
KPP Advisory Services
Kentucky
$647K +$61.8K +176 +10%
PIP
1423
Peachtree Investment Partners
Florida
$646K
AIA
1424
Angeles Investment Advisors
California
$646K -$23.9K -68 -3%
TIA
1425
Traphagen Investment Advisors
New Jersey
$645K -$13K -37 -2%