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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2376
Austin Private Wealth
Texas
$418K +$136K +2,089 +45%
EAM
2377
Empirical Asset Management
Massachusetts
$417K +$6.72M +103,018 +800%
SRC
2378
Shufro Rose & Co
New York
$417K +$26.1K +400 +6%
AI
2379
AdvisorShares Investments
Maryland
$417K +$437K +6,700 New
BWG
2380
Boomfish Wealth Group
Georgia
$416K -$2.81K -43 -0.6%
VAS
2381
Vestmark Advisory Solutions
Massachusetts
$416K +$436K +6,683 New
FFG
2382
Fortress Financial Group
Minnesota
$416K +$436K +6,680 New
SAM
2383
Sawgrass Asset Management
Florida
$415K -$18K -275 -4%
SMH
2384
Sanders Morris Harris
Texas
$414K
CP
2385
Canopy Partners
Ohio
$413K +$37.7K +578 +10%
DSC
2386
Duncker Streett & Co
Missouri
$413K -$11.6K -177 -3%
LWM
2387
Lodestone Wealth Management
Washington
$412K +$522 +8 +0.1%
API
2388
Asset Planning Inc
California
$412K +$432K +6,613 New
BSC
2389
Brown Shipley & Co
United Kingdom
$411K -$9.01K -138 -2%
FFG
2390
Fiduciary Financial Group
California
$411K +$6.2K +95 +1%
KF
2391
KKM Financial
Illinois
$410K
CPWA
2392
Cerro Pacific Wealth Advisors
California
$410K +$1.7K +26 +0.5%
UPS
2393
UHLMANN PRICE SECURITIES
Illinois
$409K +$1.57K +24 +0.4%
NFTC
2394
North Forty Two & Co
Oregon
$408K +$427K +6,549 New
GKWIM
2395
Gerber Kawasaki Wealth & Investment Management
California
$407K +$18.6K +285 +5%
RPCONE
2396
Retirement Planning Company of New England
Rhode Island
$407K +$13K +199 +3%
CFP
2397
Cascade Financial Partners
California
$406K +$65.3K +1,001 +18%
DA
2398
Dillon & Associates
Michigan
$406K +$13.1K +201 +3%
IP
2399
Integras Partners
Georgia
$406K +$426K +6,520 New
GC
2400
Gibson Capital
Pennsylvania
$405K +$914 +14 +0.2%