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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
651
HBW Advisory Services
California
$931K +$17.3K +140 +2%
LSAG
652
Lake Street Advisors Group
New Hampshire
$931K +$128K +1,040 +20%
LWAC
653
Laurel Wealth Advisors (California)
California
$929K +$97.3K +790 +14%
LCM
654
Landscape Capital Management
New Jersey
$920K
IAIM
655
International Assets Investment Management
Florida
$909K +$430K +3,490 +128%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$907K +$18.5K +150 +2%
ANRIA
657
American National Registered Investment Advisor
Texas
$901K -$7.39K -60 -1%
ACI
658
Alpha Cubed Investments
California
$894K -$142K -1,150 -16%
EWA
659
Exencial Wealth Advisors
Oklahoma
$893K +$32K +260 +4%
BBA
660
BLB&B Advisors
Pennsylvania
$891K
JWM
661
JFG Wealth Management
Colorado
$891K +$12.3K +100 +2%
SWM
662
Sculati Wealth Management
Michigan
$891K +$12.3K +100 +2%
NW
663
NewEdge Wealth
Pennsylvania
$888K -$60.4K -490 -7%
CCP
664
Cardan Capital Partners
Colorado
$884K -$30.8K -250 -4%
AC
665
Avestar Capital
New York
$884K +$271K +2,200 +57%
LWAM
666
Legacy Wealth Asset Management
Minnesota
$880K -$116K -940 -14%
PGWM
667
Parisi Gray Wealth Management
New Jersey
$872K +$37K +300 +5%
VA
668
Valmark Advisers
Ohio
$871K -$91.2K -740 -11%
LWM
669
Laidlaw Wealth Management
New York
$866K +$121K +980 +20%
LW
670
Linscomb Wealth
Texas
$865K -$212K -1,720 -23%
GCAC
671
Guardian Capital Advisors (Canada)
Ontario, Canada
$857K +$12.3K +100 +2%
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$857K +$73.9K +600 +11%
LSPW
673
Lake Street Private Wealth
Illinois
$850K +$69K +560 +11%
BSAM
674
Blue Square Asset Management
New York
$847K +$37K +300 +5%
AO
675
Advisor OS
Illinois
$847K +$126K +1,020 +21%