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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1001
Capital Advisory Group Advisory Services
Minnesota
$66K +$80.5K +980 New
EW
1002
Evoke Wealth
California
$62K -$88.7K -1,080 -54%
CA
1003
Crewe Advisors
Utah
$62K – – –
NIC
1004
Northwest Investment Counselors
Oregon
$62K – – –
PP
1005
PFS Partners
New Jersey
$58.1K – – –
OAJ
1006
Ogorek Anthony Joseph
New York
$58K +$28.7K +350 +67%
SN
1007
Sittner & Nelson
Oregon
$57K +$69.8K +850 New
Allspring Global Investments
1008
Allspring Global Investments
North Carolina
$55K -$81.8M -996,540 -100%
VC
1009
Vestor Capital
Illinois
$55K – – –
1IA
1010
1834 Investment Advisors
Wisconsin
$54K -$19.7K -240 -23%
PP
1011
PrairieView Partners
Minnesota
$54K – – –
KSWA
1012
Kathleen S. Wright Associates
Pennsylvania
$53K +$60.8K +740 +1,850%
Lazard Asset Management
1013
Lazard Asset Management
New York
$52K +$64K +780 New
GI
1014
Gradient Investments
Minnesota
$51K -$85.4K -1,040 -58%
DHGWA
1015
Dixon Hughes Goodman Wealth Advisors
North Carolina
$51K – – –
RA
1016
Rise Advisors
New York
$51K – – –
CWP
1017
Concord Wealth Partners
Virginia
$51K +$29.6K +360 +92%
EIP
1018
Ellis Investment Partners
Pennsylvania
$51K +$55.8K +680 +850%
TLCM
1019
Twin Lakes Capital Management
California
$51K +$61.6K +750 New
WR
1020
WD Rutherford
Oregon
$50K -$1.06M -12,850 -95%
TF
1021
TimeScale Financial
Massachusetts
$49K – – –
KFI
1022
Key Financial Inc
Pennsylvania
$48K +$36.1K +440 +163%
HNWAG
1023
High Net Worth Advisory Group
Florida
$47K – – –
LFA
1024
Level Financial Advisors
New York
$47K +$8.21K +100 +17%
LWP
1025
Lumature Wealth Partners
Georgia
$47K +$9.85K +120 +21%