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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
826
Larson Financial Group
Missouri
$405K +$177K +4,710 +82%
PWAM
827
Private Wealth Asset Management
Iowa
$404K +$390K +10,412 New
DL
828
DOHJ LLC
Washington
$404K +$7.2K +192 +2%
SWP
829
Sagespring Wealth Partners
Tennessee
$401K +$105K +2,814 +37%
CA
830
Carson Advisory
Georgia
$400K – – –
PL
831
Plancorp LLC
Missouri
$399K +$4.12K +110 +1%
SCA
832
Stonebridge Capital Advisors
Minnesota
$399K – – –
FHA
833
Flagship Harbor Advisors
Massachusetts
$399K -$86.1K -2,296 -18%
NSIM
834
North Star Investment Management
Illinois
$398K – – –
BC
835
Burney Company
Virginia
$396K +$8.25K +220 +2%
FCMC
836
Founders Capital Management (Connecticut)
Connecticut
$396K – – –
SDWIA
837
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$394K +$21.1K +562 +6%
TWM
838
Tradition Wealth Management
Minnesota
$393K +$3.9K +104 +1%
PA
839
Pinnacle Associates
New York
$392K +$11.5K +308 +3%
AAIS
840
ABN AMRO Investment Solutions
$392K +$11K +294 +3%
IAIM
841
International Assets Investment Management
Florida
$390K +$75.6K +2,018 +25%
JFA
842
JNBA Financial Advisors
Minnesota
$390K – – –
D
843
Drystone
Virginia
$388K – – –
BRWA
844
B. Riley Wealth Advisors
Florida
$386K +$77.4K +2,066 +26%
BWP
845
Burling Wealth Partners
Illinois
$385K -$210K -5,600 -36%
AWA
846
Aaron Wealth Advisors
Illinois
$383K +$8.02K +214 +2%
FCG
847
Fielder Capital Group
Tennessee
$378K – – –
AWM
848
Axxcess Wealth Management
California
$377K -$998K -26,636 -73%
KIA
849
KCM Investment Advisors
California
$377K – – –
CI
850
CX Institutional
Indiana
$376K +$34.6K +924 +11%