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Name Holding Trade Value Shares
Change
Change in
Stake
AC
901
Avestar Capital
New York
$345K +$26.4K +57 +9%
LAM
902
L2 Asset Management
Massachusetts
$343K +$11.1K +24 +3%
MSWM
903
McGlone Suttner Wealth Management
Wisconsin
$343K +$44.5K +96 +15%
CWP
904
Cyndeo Wealth Partners
Florida
$343K +$24.1K +52 +8%
KWM
905
Kingsview Wealth Management
Oregon
$343K +$32.4K +70 +11%
MPM
906
MBB Public Markets
Illinois
$342K -$5.08M -10,960 -94%
CA
907
Carson Advisory
Georgia
$342K
MKA
908
M. Kulyk & Associates
Georgia
$341K
DIM
909
Delta Investment Management
California
$341K -$520K -1,122 -61%
CGPCS
910
Capital Group Private Client Services
California
$339K -$6.95K -15 -2%
MAM
911
McLean Asset Management
Virginia
$339K +$6.49K +14 +2%
Winslow Capital Management
912
Winslow Capital Management
Minnesota
$337K -$23.6K -51 -7%
GIA
913
Gladstone Institutional Advisory
Florida
$335K
NB
914
NBT Bank
New York
$331K -$48.2K -104 -13%
GLA
915
Great Lakes Advisors
Illinois
$331K +$36.1K +78 +13%
PWPS
916
Pinnacle Wealth Planning Services
Ohio
$329K -$3.71K -8 -1%
APM
917
Advanced Portfolio Management
New York
$327K -$276K -596 -46%
IAN
918
Integrated Advisors Network
Texas
$327K +$8.81K +19 +3%
EA
919
Everpar Advisors
Oklahoma
$326K +$4.63K +10 +1%
ACGA
920
Atlanta Consulting Group Advisors
Georgia
$323K +$1.39K +3 +0.4%
RIL
921
Rothschild Investment LLC
Illinois
$323K +$2.32K +5 +0.7%
WFI
922
West Family Investments
California
$323K +$2.78K +6 +0.9%
MIS
923
Morningstar Investment Services
Illinois
$323K +$49.1K +106 +18%
SMA
924
Sage Mountain Advisors
Georgia
$322K -$11.6K -25 -4%
PFA
925
Plotkin Financial Advisors
Maryland
$321K