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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1451
LVW Advisors
New York
$343K -$89.1K -855 -21%
TA
1452
Tiedemann Advisors
New York
$341K -$200K -1,920 -38%
CWS
1453
Cypress Wealth Services
California
$340K +$2.19K +21 +0.7%
AWA
1454
ARS Wealth Advisors
Florida
$340K +$2.81K +27 +0.9%
CAGAS
1455
Capital Advisory Group Advisory Services
Minnesota
$339K +$212K +2,033 +185%
CAN
1456
Claraphi Advisory Network
United States
$336K -$394K -3,777 -55%
WP
1457
WealthSource Partners
California
$336K +$7.19K +69 +2%
CB
1458
CNB Bank
Pennsylvania
$333K -$5.63K -54 -2%
SGCA
1459
Steel Grove Capital Advisors
Tennessee
$333K +$2.6K +25 +0.8%
SMH
1460
Sanders Morris Harris
Texas
$332K – – –
GDP
1461
Great Diamond Partners
Maine
$332K +$320K +3,072 New
LC
1462
LCNB Corp
Ohio
$331K – – –
TTWM
1463
TCV Trust & Wealth Management
Virginia
$331K – – –
SFSIG
1464
San Francisco Sentry Investment Group
California
$331K +$65.2K +626 +26%
LA
1465
LexAurum Advisors
Kansas
$330K +$89K +854 +39%
FCA
1466
FLC Capital Advisors
California
$329K – – –
GW
1467
GW & Wade
Massachusetts
$329K +$2.6K +25 +0.8%
GIA
1468
Gladstone Institutional Advisory
Florida
$327K -$177K -1,698 -36%
CBU
1469
CIBC Bank USA
Illinois
$327K -$38.2K -367 -11%
VCP
1470
Verus Capital Partners
Arizona
$327K +$315K +3,024 New
CPSC
1471
Carl P. Sherr & Co
Massachusetts
$327K +$315K +3,025 New
ACM
1472
ADI Capital Management
New York
$325K – – –
WKWM
1473
Walter & Keenan Wealth Management
Indiana
$325K – – –
BFA
1474
Beaumont Financial Advisors
Massachusetts
$325K +$45.2K +434 +17%
CFA
1475
Carroll Financial Associates
North Carolina
$324K +$4.69K +45 +2%
57 58
59
60 61