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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1501
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.84M +$61.4K +2,230 +2%
FTA
1502
Financial & Tax Architects
Missouri
$2.84M -$244K -8,880 -8%
RCA
1503
Ranch Capital Advisors
Florida
$2.84M -$34.9K -1,270 -1%
PGWM
1504
Parisi Gray Wealth Management
New Jersey
$2.84M +$129K +4,700 +5%
HPWM
1505
Highland Private Wealth Management
Washington
$2.83M +$108K +3,930 +4%
LC
1506
Lindbrook Capital
California
$2.83M +$15.1K +550 +0.6%
BOPW
1507
Brandywine Oak Private Wealth
Pennsylvania
$2.81M -$60.5K -2,200 -2%
TA
1508
Tiedemann Advisors
New York
$2.81M +$114K +4,130 +5%
ACM
1509
Allred Capital Management
Texas
$2.8M -$77.9K -2,830 -3%
NB
1510
Nicolet Bankshares
Wisconsin
$2.79M +$164K +5,960 +7%
GWMIA
1511
Global Wealth Management Investment Advisory
Florida
$2.77M -$1.44M -52,360 -36%
AWP
1512
Ascent Wealth Partners
New York
$2.77M +$73.7K +2,680 +3%
LB
1513
Legacy Bridge
Iowa
$2.77M -$735K -26,720 -22%
RI
1514
Redwood Investments
Massachusetts
$2.75M -$16.2K -590 -0.6%
BPIH
1515
Broad Peak Investment Holdings
Singapore
$2.73M +$2.56M +93,000 New
CAN
1516
Claraphi Advisory Network
United States
$2.73M +$247K +8,990 +11%
Fiera Capital (Canada)
1517
Fiera Capital (Canada)
Quebec, Canada
$2.73M -$330K -12,010 -11%
AI
1518
AXS Investments
New York
$2.71M +$2.54M +92,320 New
AWA
1519
Alta Wealth Advisors
Massachusetts
$2.7M +$3.58K +130 +0.1%
SW
1520
SlateStone Wealth
Florida
$2.7M +$502K +18,250 +25%
XSC
1521
X-Square Capital
Puerto Rico
$2.69M +$5.78K +210 +0.2%
AFS
1522
Aft Forsyth & Sober
Florida
$2.68M
MMPW
1523
Mitchell McLeod Pugh & Williams
Alabama
$2.67M +$198K +7,200 +9%
AO
1524
Advisor OS
Illinois
$2.67M +$132K +4,790 +6%
SL
1525
Stevard LLC
Illinois
$2.65M -$654K -23,780 -21%