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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1851
Cypress Wealth Services
California
$465K -$4.57K -185 -1%
KP
1852
Keel Point
Alabama
$465K +$76.3K +3,093 +20%
QWP
1853
Quotient Wealth Partners
Texas
$464K +$74.4K +3,015 +20%
LSA
1854
Lion Street Advisors
Texas
$464K +$5.41K +219 +2%
AAA
1855
American Alpha Advisors
New York
$464K -$19.5K -791 -4%
MWA
1856
Midland Wealth Advisors
Illinois
$463K -$115K -4,639 -20%
LWA
1857
Lantern Wealth Advisors
New York
$462K +$22.8K +925 +5%
IP
1858
Investment Partners
Ohio
$462K +$5.01K +203 +1%
WAS
1859
Winch Advisory Services
Wisconsin
$461K +$14.3K +579 +3%
ORC
1860
O'Rourke & Company
Massachusetts
$460K +$21.9K +887 +5%
MFS
1861
Miller Financial Services
Michigan
$458K -$5.23K -212 -1%
CFAM
1862
Center For Asset Management
Florida
$457K -$406K -16,448 -48%
MA
1863
MKT Advisors
California
$457K -$2.12K -86 -0.5%
CFP
1864
Catalyst Financial Partners
Massachusetts
$457K +$25.3K +1,026 +6%
JMFC
1865
J.M. Forbes & Co
Massachusetts
$456K +$1.68K +68 +0.4%
NFG
1866
Norris Financial Group
South Carolina
$456K -$1.08M -43,667 -71%
BIA
1867
Beacon Investment Advisors
Maryland
$456K +$21.5K +873 +5%
WW
1868
Waterfront Wealth
Kansas
$456K -$247 -10 -0.1%
CBT
1869
Central Bank & Trust
Kentucky
$455K -$11.2K -452 -2%
WA
1870
WBH Advisory
Maryland
$455K +$17.7K +716 +4%
SAMC
1871
Spectrum Asset Management (California)
California
$454K +$3.28K +133 +0.8%
KAS
1872
KPP Advisory Services
Kentucky
$454K +$3.5K +142 +0.8%
GSWM
1873
Golden State Wealth Management
California
$453K -$215K -8,691 -33%
ACI
1874
Alpha Cubed Investments
California
$452K -$144K -5,820 -25%
PCM
1875
Perritt Capital Management
Illinois
$451K +$2.27K +92 +0.5%