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Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
$2.11M +$416K +3,164 +22%
NP
602
Nilsine Partners
Colorado
$2.11M -$84.1K -640 -4%
PCS
603
Personal CFO Solutions
New Jersey
$2.11M +$247K +1,880 +12%
ACM
604
Aster Capital Management
United Arab Emirates
$2.1M +$2.88M +21,952 New
WANY
605
Wealthspire Advisors (New York)
New York
$2.09M -$360K -2,737 -13%
FA
606
Fiduciary Alliance
South Carolina
$2.07M -$789K -6,006 -27%
BIA
607
Baer Investment Advisory
California
$2.06M +$901K +6,856 +65%
AC
608
Avestar Capital
New York
$2.04M +$195K +1,485 +9%
MA
609
Montag & Associates
Georgia
$2.03M -$89.3K -680 -4%
SP
610
SWS Partners
Ohio
$2.02M +$59K +449 +3%
GAM
611
Gotham Asset Management
New York
$2.02M +$358K +2,727 +19%
AAP
612
Aristotle Atlantic Partners
Florida
$2.01M +$253K +1,922 +13%
PFG
613
Putney Financial Group
California
$2.01M -$11.6K -88 -0.5%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$1.95M +$130K +986 +6%
TGY2IT
615
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$1.95M +$179K +1,362 +9%
NS
616
NBC Securities
Alabama
$1.94M +$1.22M +9,254 +130%
SW
617
Simplicity Wealth
New Jersey
$1.92M -$222K -1,690 -9%
PA
618
Procyon Advisors
Connecticut
$1.92M -$57.8K -440 -3%
MCC
619
Malaga Cove Capital
California
$1.9M +$204K +1,550 +11%
UPS
620
UHLMANN PRICE SECURITIES
Illinois
$1.9M -$25.8K -196 -1%
HI
621
Horizon Investments
North Carolina
$1.9M +$297K +2,262 +16%
NI
622
Natural Investments
California
$1.89M -$35K -266 -2%
LFAS
623
Level Four Advisory Services
Texas
$1.88M -$130K -993 -6%
CAI
624
Capital Advisors Inc
Oklahoma
$1.87M +$998K +7,595 +93%
CCM
625
Colorado Capital Management
Colorado
$1.87M -$92K -700 -4%