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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$613K +$4.53K +92 +0.9%
KWA
652
Kingswood Wealth Advisors
California
$613K +$209K +4,235 +65%
CJ
653
Caitlin John
Michigan
$612K +$17.6K +357 +3%
BFG
654
Beacon Financial Group
Texas
$609K -$52.9K -1,074 -9%
KPWS
655
Kestra Private Wealth Services
Texas
$606K +$15.4K +313 +3%
SB
656
Sunflower Bank
Texas
$602K
SCA
657
Snowden Capital Advisors
New York
$601K +$165K +3,344 +47%
QT
658
Quantbot Technologies
New York
$595K +$513K +10,419 New
PIM
659
Plato Investment Management
Australia
$593K +$247K +5,014 +93%
PAS
660
Point72 Asia (Singapore)
Singapore
$586K +$505K +10,258 New
RBFC
661
Roman Butler Fullerton & Co
Missouri
$586K -$123K -2,499 -20%
SF
662
Synovus Financial
Georgia
$582K +$2.56K +52 +0.5%
ClearBridge Investments
663
ClearBridge Investments
New York
$572K
TC
664
TownSquare Capital
Utah
$571K +$23K +467 +5%
LD
665
Lipe & Dalton
New York
$571K
EFG
666
Ethos Financial Group
Pennsylvania
$569K +$108K +2,198 +28%
AWS
667
Aspen Wealth Strategies
Colorado
$565K -$24.6K -500 -5%
BG
668
Bollard Group
Massachusetts
$561K +$2.86K +58 +0.6%
LRPA
669
L. Roy Papp & Associates
Arizona
$561K -$17.4K -354 -3%
BAM
670
BOS Asset Management
Illinois
$560K -$14.8K -300 -3%
PA
671
Procyon Advisors
Connecticut
$557K -$61.7K -1,252 -11%
SAI
672
Systematic Alpha Investments
New Jersey
$554K
VFA
673
Valeo Financial Advisors
Indiana
$547K -$689 -14 -0.1%
BW
674
Bison Wealth
Georgia
$546K +$21.4K +435 +5%
W
675
Wealthquest
Ohio
$546K +$173K +3,514 +58%