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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1076
Quadrant Private Wealth Management
Pennsylvania
$3.73M -$14.7K -920 -0.5%
WWA
1077
WC Walker & Associates
California
$3.7M +$244K +15,200 +9%
EPA
1078
Element Pointe Advisors
Florida
$3.68M +$9.84M +613,640 +422%
CT
1079
Clearstead Trust
Maine
$3.67M +$51.9K +3,240 +2%
AWA
1080
Arkadios Wealth Advisors
Georgia
$3.65M +$848K +52,880 +41%
HBT
1081
Heartland Bank & Trust
Illinois
$3.64M -$1.21M -75,720 -29%
WB
1082
WesBanco Bank
West Virginia
$3.63M -$19.9K -1,240 -0.7%
VR
1083
Viridian RIA
Washington
$3.63M
EIM
1084
Essex Investment Management
Massachusetts
$3.62M
CPA
1085
Clear Perspective Advisors
Illinois
$3.62M +$173K +10,800 +6%
DAM
1086
Draper Asset Management
New York
$3.61M +$97.5K +6,080 +3%
LWAC
1087
Laurel Wealth Advisors (California)
California
$3.6M +$1.06M +66,400 +58%
ADL
1088
Asset Dedication LLC
California
$3.6M +$491K +30,640 +20%
IIM
1089
Ipswich Investment Management
Massachusetts
$3.58M +$57.7K +3,600 +2%
FNBT
1090
FineMark National Bank & Trust
Florida
$3.57M +$157K +9,800 +6%
ISWM
1091
Independent Solutions Wealth Management
New York
$3.57M +$165K +10,320 +6%
WAM
1092
Wakefield Asset Management
Colorado
$3.54M -$9.62K -600 -0.3%
MSFS
1093
Main Street Financial Solutions
Pennsylvania
$3.54M -$210K -13,080 -7%
BOH
1094
Bank of Hawaii
Hawaii
$3.54M +$162K +10,080 +6%
Koshinski Asset Management
1095
Koshinski Asset Management
Illinois
$3.49M -$873K -54,440 -24%
BA
1096
Bristlecone Advisors
Washington
$3.49M +$173K +10,800 +7%
BFS
1097
Bard Financial Services
Connecticut
$3.48M +$83.4K +5,200 +3%
IA
1098
IFP Advisors
Florida
$3.47M +$803K +50,120 +41%
LSAG
1099
Lake Street Advisors Group
New Hampshire
$3.46M +$8.43M +525,840 +308%
GAM
1100
Griffin Asset Management
New York
$3.46M -$276K -17,200 -9%