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Name Holding Trade Value Shares
Change
Change in
Stake
TR
276
Tepp RIA
New Jersey
$730K -$103K -1,219 -12%
BA
277
Bridgewater Advisors
New York
$729K -$16.5K -195 -2%
AWM
278
AE Wealth Management
Kansas
$723K +$45.3K +535 +7%
ATIA
279
American Trust Investment Advisors
New Hampshire
$722K +$60.1K +710 +9%
AFO
280
Allie Family Office
Florida
$719K
PWG
281
Portside Wealth Group
Utah
$718K +$81.4K +961 +12%
CAM
282
CenterStar Asset Management
Illinois
$712K +$731K +8,632 New
SCP
283
Sivia Capital Partners
California
$703K -$611K -7,218 -46%
MYIA
284
Mount Yale Investment Advisors
Colorado
$695K +$173K +2,044 +33%
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$675K +$60.6K +716 +9%
DAS
286
Dynamic Advisor Solutions
Arizona
$667K +$29.3K +346 +4%
WA
287
Waverly Advisors
Alabama
$666K -$11.3K -133 -2%
IP
288
Ignite Planners
California
$654K -$28.1K -332 -4%
WA
289
Wealthstar Advisors
Texas
$652K -$150K -1,774 -18%
GS
290
GWN Securities
Florida
$649K +$42.6K +503 +7%
WA
291
Wealth Alliance
New York
$648K +$108K +1,281 +19%
DWM
292
Diversify Wealth Management
Utah
$648K +$377K +4,449 +159%
CAM
293
Cresset Asset Management
Illinois
$647K +$180K +2,121 +38%
HCP
294
Hexagon Capital Partners
Arkansas
$641K +$658K +7,769 New
MSR
295
Main Street Research
Connecticut
$638K +$3.13K +37 +0.5%
ASN
296
Advisory Services Network
Georgia
$631K +$52.5K +620 +9%
MCM
297
Monument Capital Management
Virginia
$627K +$6.86K +81 +1%
CPA
298
Capital Performance Advisors
California
$616K +$24.2K +286 +4%
NI
299
Natural Investments
California
$601K -$6.95K -82 -1%
CC
300
Courier Capital
New York
$599K -$97.4K -1,150 -14%