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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2076
Lantz Financial
Illinois
$452K +$13.7K +38 +3%
TIS
2077
Tortoise Index Solutions
Kansas
$450K -$98.5K -274 -18%
AWE
2078
Avidian Wealth Enterprises
Texas
$450K -$2.16K -6 -0.5%
MAP
2079
Milestone Advisory Partners
North Carolina
$450K +$453K +1,260 New
FPAS
2080
Focus Partners Advisor Solutions
Missouri
$449K +$117K +326 +35%
CC
2081
Cypress Capital
Tennessee
$449K +$7.55K +21 +2%
AC
2082
Aristides Capital
Kentucky
$447K
LAM
2083
LifePro Asset Management
California
$447K +$37K +103 +9%
CAIMH
2084
Central Asset Investments & Management Holdings
Hong Kong
$446K +$32.4K +90 +8%
PGWM
2085
Pitti Group Wealth Management
New York
$443K +$17.3K +48 +4%
RWA
2086
Redhawk Wealth Advisors
Minnesota
$441K -$1.44K -4 -0.3%
KWM
2087
Kaydan Wealth Management
Michigan
$437K +$10.1K +28 +2%
RW
2088
Rede Wealth
Virginia
$437K +$2.16K +6 +0.5%
FPCG
2089
Fort Pitt Capital Group
Pennsylvania
$436K -$6.47K -18 -1%
OWA
2090
Opal Wealth Advisors
New York
$434K -$5.03K -14 -1%
Verition Fund Management
2091
Verition Fund Management
Connecticut
$432K -$331K -922 -43%
LBC
2092
Lowe Brockenbrough & Co
Virginia
$432K
RFG
2093
Range Financial Group
Oregon
$431K +$21.2K +59 +5%
IA
2094
Integrity Advisory
Kansas
$431K +$433K +1,205 New
SWA
2095
Stratos Wealth Advisors
Ohio
$430K -$168K -467 -28%
DBT
2096
Dubuque Bank & Trust
Iowa
$430K
PNC
2097
Park National Corp
Ohio
$428K -$33.4K -93 -7%
AFG
2098
Albion Financial Group
Utah
$427K -$13.7K -38 -3%
CCA
2099
Conestoga Capital Advisors
Pennsylvania
$427K
EWM
2100
EPG Wealth Management
Georgia
$426K -$1.8K -5 -0.4%