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Name Holding Trade Value Shares
Change
Change in
Stake
AO
601
Advisor OS
Illinois
$288K -$23.5K -436 -8%
KFS
602
Kaizen Financial Strategies
California
$285K +$264K +4,900 New
GCP
603
GSA Capital Partners
United Kingdom
$285K +$288K +5,334 New
EWM
604
Executive Wealth Management
Michigan
$284K
Focus Partners Wealth
605
Focus Partners Wealth
Massachusetts
$284K +$647 +12 +0.2%
SFM
606
Signet Financial Management
New Jersey
$282K -$2.05K -38 -0.7%
HW
607
Hancock Whitney
Mississippi
$281K -$647 -12 -0.2%
WA
608
Waverly Advisors
Alabama
$281K +$34.3K +636 +14%
CCA
609
Checchi Capital Advisers
California
$281K +$25.3K +470 +10%
MFS
610
Mirabella Financial Services
United Kingdom
$281K -$585K -10,848 -67%
LA
611
LVW Advisors
New York
$281K +$21.2K +394 +8%
SWM
612
Segment Wealth Management
Texas
$279K -$4.53K -84 -2%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$278K -$81.4K -1,510 -22%
HPC
614
HM Payson & Co
Maine
$278K +$30K +556 +12%
HH
615
Hilltop Holdings
Texas
$275K +$58.1K +1,078 +26%
ACM
616
AlphaStar Capital Management
North Carolina
$275K +$47.8K +886 +21%
PCA
617
Pallas Capital Advisors
Massachusetts
$275K +$267K +4,958 New
S
618
SignatureFD
Georgia
$272K -$16.3K -302 -6%
KFP
619
KMG Fiduciary Partners
Ohio
$269K
LIM
620
Lathrop Investment Management
Arkansas
$268K
CWP
621
Concord Wealth Partners
Virginia
$268K -$75.8K -1,406 -22%
AWAP
622
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$267K +$269K +4,998 New
CC
623
Chicago Capital
Illinois
$266K
SMA
624
Sage Mountain Advisors
Georgia
$265K +$21.3K +396 +9%
AWAU
625
Alliance Wealth Advisors (Utah)
Utah
$264K +$12.7K +236 +5%