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Name Holding Trade Value Shares
Change
Change in
Stake
CWGL
1176
Cedrus Wealth Group LLC
Minnesota
$822K +$825K +1,927 New
ADL
1177
Asset Dedication LLC
California
$821K -$349K -814 -30%
LFA
1178
Legacy Financial Advisors
Kentucky
$819K -$217K -507 -21%
BTWM
1179
Baker Tilly Wealth Management
Wisconsin
$815K -$107K -250 -12%
IP
1180
Indivisible Partners
Florida
$811K +$815K +1,903 New
PP
1181
Patron Partners
Texas
$808K -$9.42K -22 -1%
SIA
1182
Soltis Investment Advisors
Utah
$808K -$9.85K -23 -1%
BOH
1183
Bank of Hawaii
Hawaii
$807K +$18.4K +43 +2%
Chicago Capital
1184
Chicago Capital
Illinois
$806K +$4.28K +10 +0.5%
BMC
1185
Beaton Management Company
Massachusetts
$803K – – –
SWM
1186
Segment Wealth Management
Texas
$801K -$12.7M -29,561 -94%
TPW
1187
Transatlantique Private Wealth
New York
$799K +$28.7K +67 +4%
FA
1188
Faithward Advisors
Pennsylvania
$798K -$119K -278 -13%
HIC
1189
Holderness Investments Company
North Carolina
$797K – – –
GC
1190
Guidance Capital
Kentucky
$796K -$182K -426 -19%
AFP
1191
Ausdal Financial Partners
Iowa
$795K +$156K +364 +24%
QC
1192
Quent Capital
New York
$787K +$223K +521 +39%
QLSGSCF
1193
Quent Long Short Global Small Cap Fund
New York
$787K +$790K +1,845 New
FH
1194
FWG Holdings
Florida
$782K +$179K +419 +32%
IEFM
1195
IQ EQ Fund Management
Ireland
$780K -$21.4K -50 -3%
SSA
1196
South Street Advisors
New York
$774K +$17.1K +40 +2%
AIC
1197
Archer Investment Corporation
Indiana
$771K +$247K +577 +47%
Quotient Wealth Partners
1198
Quotient Wealth Partners
Texas
$769K -$163K -380 -17%
HBK Sorce Advisory
1199
HBK Sorce Advisory
Pennsylvania
$768K -$31.3K -73 -4%
PFBT
1200
Parkside Financial Bank & Trust
Missouri
$766K -$6K -14 -0.8%