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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
801
Clarius Group LLC
Washington
$525K +$41.4K +653 +9%
RFG Advisory
802
RFG Advisory
Alabama
$525K +$190K +3,004 +63%
DWT
803
Dorsey & Whitney Trust
South Dakota
$518K +$3.8K +60 +0.8%
Belpointe Asset Management
804
Belpointe Asset Management
Nevada
$518K +$31.2K +492 +7%
PSP
805
Principal Street Partners
Tennessee
$516K +$10.5K +166 +2%
AIC
806
Archer Investment Corporation
Indiana
$514K +$127 +2 +0%
FSA
807
Franklin Street Advisors
North Carolina
$514K +$37.8K +597 +9%
HBK Sorce Advisory
808
HBK Sorce Advisory
Pennsylvania
$513K -$16.2K -255 -3%
PP
809
PDS Planning
Ohio
$512K +$17.8K +281 +4%
Iconiq Capital
810
Iconiq Capital
California
$510K +$111K +1,750 +30%
WMA
811
Wealth Management Associates
New Jersey
$510K +$63 +1 +0%
LCGC
812
Legacy Capital Group California
California
$508K -$6.15K -97 -1%
FIM
813
Fruth Investment Management
Texas
$507K – – –
WI
814
Westbourne Investments
Virginia
$504K +$472K +7,450 New
EC
815
EntryPoint Capital
New York
$504K +$472K +7,443 New
BFG
816
Beacon Financial Group
Texas
$504K -$126K -1,992 -21%
BRWA
817
B. Riley Wealth Advisors
Florida
$503K -$306K -4,822 -39%
PFM
818
Phillips Financial Management
Indiana
$502K +$249K +3,929 +112%
Quotient Wealth Partners
819
Quotient Wealth Partners
Texas
$500K +$507 +8 +0.1%
Advisors Capital Management
820
Advisors Capital Management
New Jersey
$498K +$219K +3,459 +89%
Western Wealth Management
821
Western Wealth Management
Colorado
$492K -$43.9K -693 -9%
CCA
822
Checchi Capital Advisers
California
$489K +$33.1K +523 +8%
W
823
Wealthquest
Ohio
$488K -$16.2K -255 -3%
MWPCG
824
Measured Wealth Private Client Group
New Hampshire
$486K +$12.5K +198 +3%
SA
825
SRH Advisors
Kansas
$486K – – –