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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
451
Lake Street Private Wealth
Illinois
$337K +$66.4K +949 +27%
Cetera Investment Advisers
452
Cetera Investment Advisers
Illinois
$333K -$243K -3,476 -44%
SIP
453
Stoneridge Investment Partners
Pennsylvania
$331K – – –
Vanguard Personalized Indexing Management
454
Vanguard Personalized Indexing Management
California
$329K +$306K +4,376 New
GWM
455
Geneos Wealth Management
Colorado
$328K -$8.54K -122 -3%
HCM
456
Howland Capital Management
Massachusetts
$328K – – –
GVAG
457
Great Valley Advisor Group
Delaware
$321K +$299K +4,277 New
FFM
458
Forum Financial Management
Illinois
$320K +$298K +4,255 New
CAM
459
Cubic Asset Management
Massachusetts
$313K -$179K -2,560 -38%
AWM
460
Altium Wealth Management
New York
$308K – – –
AP
461
Advisor Partners
California
$308K +$2.1K +30 +0.7%
TRCT
462
Tower Research Capital (TRC)
New York
$308K +$277K +3,951 +2,324%
IIC
463
Integrated Investment Consultants
Michigan
$304K – – –
ACS
464
Archford Capital Strategies
Illinois
$302K -$3.22K -46 -1%
RFO
465
RiverGlades Family Offices
Florida
$301K – – –
FHC
466
First Heartland Consultants
Missouri
$301K +$4.69K +67 +2%
MOS
467
MGO One Seven
Ohio
$297K +$71.5K +1,021 +35%
DI
468
Diligent Investors
California
$295K -$21.9K -313 -7%
WAAG
469
Wealth Alliance Advisory Group
Kansas
$295K +$275K +3,926 New
SF
470
Synovus Financial
Georgia
$293K – – –
EWA
471
EP Wealth Advisors
California
$283K +$42.8K +612 +19%
SG
472
StoneX Group
New York
$281K -$6.09K -87 -2%
MML Investors Services
473
MML Investors Services
Massachusetts
$280K +$24.6K +351 +10%
JWCA
474
J.W. Cole Advisors
Florida
$279K +$259K +3,704 New
VWA
475
V Wealth Advisors
Kansas
$278K +$11.1K +158 +4%