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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
626
Kingswood Wealth Advisors
California
$447K +$53.1K +366 +19%
CPIG
627
Chicago Partners Investment Group
Illinois
$444K +$40.7K +280 +14%
AG
628
Ascent Group
Virginia
$443K +$329K +2,264 New
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$439K +$325K +2,241 New
KA
630
Kovack Advisors
Florida
$439K -$25.4K -175 -7%
ITFISA
631
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$432K +$39.1K +269 +14%
SPIA
632
Steward Partners Investment Advisory
New York
$430K +$20.9K +144 +7%
PWG
633
Portside Wealth Group
Utah
$427K +$316K +2,179 New
SCP
634
Sivia Capital Partners
California
$424K +$314K +2,164 New
SFA
635
Souders Financial Advisors
Ohio
$422K -$88.1K -607 -22%
IC
636
Iconiq Capital
California
$418K +$18.3K +126 +6%
SYBT
637
Stock Yards Bank & Trust
Kentucky
$418K -$261K -1,801 -46%
PWSG
638
Pacific Wealth Strategies Group
California
$415K – – –
SAM
639
Silvercrest Asset Management
New York
$414K – – –
FSC
640
Full Sail Capital
Oklahoma
$412K -$290 -2 -0.1%
BIM
641
Bridges Investment Management
Nebraska
$411K +$3.77K +26 +1%
HCM
642
Howard Capital Management
Georgia
$407K +$42.7K +294 +16%
SC
643
Savant Capital
Illinois
$404K +$300K +2,063 New
IA
644
IFP Advisors
Florida
$401K +$73.3K +505 +33%
CAAS
645
Capital Asset Advisory Services
Michigan
$401K +$7.26K +50 +2%
AC
646
Avestar Capital
New York
$398K -$7.26K -50 -2%
MC
647
Moors & Cabot
Massachusetts
$397K +$294K +2,026 New
SIAP
648
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K – – –
LWM
649
Lodestone Wealth Management
Washington
$395K +$27.9K +192 +11%
LFG
650
Larson Financial Group
Missouri
$394K +$21.3K +147 +8%
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