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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1301
Strategic Wealth Management Group
Maryland
$2.17M -$107K -425 -5%
DAS
1302
Dynamic Advisor Solutions
Arizona
$2.17M -$1.42M -5,610 -39%
ADL
1303
Asset Dedication LLC
California
$2.17M -$610K -2,414 -21%
BAM
1304
Belpointe Asset Management
Nevada
$2.17M -$75.8K -300 -3%
ECM
1305
Evergreen Capital Management
Washington
$2.16M +$309K +1,222 +16%
LSAG
1306
Lake Street Advisors Group
New Hampshire
$2.16M -$204K -807 -8%
BWM
1307
BNC Wealth Management
Oregon
$2.15M -$122K -484 -5%
PSP
1308
Principal Street Partners
Tennessee
$2.15M +$1.42M +5,637 +176%
VWA
1309
V Wealth Advisors
Kansas
$2.14M +$580K +2,296 +35%
CS
1310
Comerica Securities
Michigan
$2.12M +$271K +1,074 +14%
RWA
1311
Redhawk Wealth Advisors
Minnesota
$2.12M +$46.2K +183 +2%
TWM
1312
TriaGen Wealth Management
California
$2.12M -$253 -1 -0%
EWM
1313
Elite Wealth Management
Washington
$2.11M +$148K +586 +7%
Fayez Sarofim & Co
1314
Fayez Sarofim & Co
Texas
$2.1M +$67.4K +267 +3%
BOM
1315
Bank of Marin
California
$2.1M +$132K +524 +6%
IAS
1316
IMA Advisory Services
Colorado
$2.1M +$2.18M +8,636 New
CIAS
1317
Capital Investment Advisory Services
North Carolina
$2.09M +$164K +649 +8%
CT
1318
Coastline Trust
Rhode Island
$2.08M -$470K -1,862 -18%
AII
1319
AGF Investments Inc
Ontario, Canada
$2.08M -$758 -3 -0%
DF
1320
Donoghue Forlines
Massachusetts
$2.08M +$119K +472 +6%
LOAMS
1321
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.07M +$2.15M +8,520 New
AW
1322
Alaethes Wealth
Nevada
$2.07M +$2.15M +8,512 New
IIM
1323
Intact Investment Management
Quebec, Canada
$2.06M +$152K +600 +8%
YIH
1324
Y-Intercept (HK)
Hong Kong
$2.06M +$1.92M +7,602 +682%
RA
1325
Rational Advisors
New York
$2.05M +$735K +2,910 +52%