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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
701
Dakota Wealth Management
Florida
$928K -$18K -185 -2%
RA
702
RFG Advisory
Alabama
$926K +$59.1K +608 +8%
AC
703
Avestar Capital
New York
$925K +$55.2K +568 +7%
PTC
704
Private Trust Company
Ohio
$922K -$17.8K -183 -2%
JWM
705
Jacksonville Wealth Management
Florida
$914K +$836K +8,600 New
LSAG
706
Lake Street Advisors Group
New Hampshire
$910K +$589K +6,058 +242%
IAM
707
Impact Asset Management
$909K -$128K -1,319 -13%
SAM
708
Strive Asset Management
Ohio
$908K +$831K +8,542 New
RCA
709
Roberts Capital Advisors
Colorado
$896K – – –
MFA
710
Mayflower Financial Advisors
Massachusetts
$888K -$36.1K -371 -4%
BFA
711
Benedict Financial Advisors
Georgia
$881K – – –
SW
712
Simplicity Wealth
New Jersey
$876K +$56.6K +582 +8%
RSA
713
River Street Advisors
Illinois
$875K -$486 -5 -0.1%
BLC
714
Brown, Lisle/Cummings
Rhode Island
$874K +$92.4K +950 +13%
RWP
715
Revolve Wealth Partners
New Jersey
$873K -$889K -9,138 -53%
BIM
716
Baldwin Investment Management
Pennsylvania
$873K -$97.3K -1,000 -11%
TFM
717
TFC Financial Management
Massachusetts
$870K – – –
MGWM
718
Marks Group Wealth Management
Minnesota
$862K +$36.3K +373 +5%
CCA
719
Cravens & Co Advisors
Tennessee
$862K -$365K -3,755 -32%
CIM
720
Confluence Investment Management
Missouri
$862K -$1.56K -16 -0.2%
V
721
ViaWealth
Kansas
$861K -$72.9K -750 -8%
FIA
722
Foundations Investment Advisors
Arizona
$857K +$19.6K +202 +3%
WCAMG
723
Woodard & Company Asset Management Group
North Carolina
$854K -$1.95K -20 -0.2%
CMI
724
Clare Market Investments
Texas
$851K -$250K -2,567 -24%
ODG
725
O'Dell Group
Ohio
$848K -$77.7K -799 -9%
27 28
29
30 31