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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
701
Boston Financial Management
Massachusetts
$3.08M -$4.41K -35 -0.2%
CCA
702
Catalyst Capital Advisors
New York
$3.06M +$2.73M +21,625 New
APW
703
Acima Private Wealth
Virginia
$3.05M
SP
704
Saranac Partners
$3.05M +$2.72M +21,600 New
AFC
705
AFT Forsyth & Company
Florida
$3.04M +$597K +4,735 +28%
KM
706
KP Management
Minnesota
$3M +$2.68M +21,250 New
Empower Advisory Group
707
Empower Advisory Group
Colorado
$2.99M +$2.36M +18,735 +771%
DWM
708
Darwin Wealth Management
Florida
$2.98M +$2.33M +18,520 +718%
LA
709
Legacy Advisors
Pennsylvania
$2.96M +$221K +1,750 +9%
NIP
710
Nicholas Investment Partners
California
$2.95M
HAG
711
HighPoint Advisor Group
Illinois
$2.94M +$2.39M +18,965 New
SS
712
Simplicity Solutions
Minnesota
$2.91M +$320K +2,535 +14%
CIA
713
Cohen Investment Advisors
New Hampshire
$2.91M -$15.1K -120 -0.6%
LFAS
714
Level Four Advisory Services
Texas
$2.9M -$324K -2,570 -11%
CA
715
Callahan Advisors
Texas
$2.9M +$31.5K +250 +1%
PA
716
Profund Advisors
Maryland
$2.84M +$378K +2,995 +18%
PCS
717
Personal CFO Solutions
New Jersey
$2.83M -$17K -135 -0.7%
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$257K +2,035 +11%
TA
719
Trivest Advisors
Hong Kong
$2.83M -$53.6M -425,000 -96%
DCM
720
Davidson Capital Management
Texas
$2.81M +$47.3K +375 +2%
BWG
721
Boomfish Wealth Group
Georgia
$2.8M +$2.49M +19,785 New
RJT
722
Raymond James Trust
Florida
$2.79M +$49.8K +395 +2%
PCA
723
Pallas Capital Advisors
Massachusetts
$2.79M -$99.6K -790 -4%
YIA
724
YHB Investment Advisors
Connecticut
$2.79M -$113K -895 -4%
IWM
725
IHT Wealth Management
Illinois
$2.78M -$521K -4,135 -17%