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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
926
Lugano Financial Advisors SA (LFA)
Switzerland
$476K
KWA
927
Kingswood Wealth Advisors
California
$475K +$461K +9,675 New
VVP
928
Venture Visionary Partners
Ohio
$474K -$129K -2,700 -22%
AWA
929
Arete Wealth Advisors
Illinois
$474K -$66.2K -1,389 -13%
TDC
930
Thompson Davis & Co
Virginia
$465K -$101K -2,125 -18%
BHWM
931
Bar Harbor Wealth Management
New Hampshire
$463K
QI
932
Qtron Investments
Massachusetts
$463K
GAAM
933
Guinness Atkinson Asset Management
California
$463K -$75.8K -1,589 -14%
FA
934
FDx Advisors
Illinois
$461K +$189K +3,973 +73%
SIM
935
Sentry Investment Management
Wisconsin
$460K
CIA
936
Capital Investment Advisors
Georgia
$459K -$14.5K -304 -3%
FMWA
937
Forvis Mazars Wealth Advisors
Missouri
$459K +$6.34K +133 +1%
EGA
938
E&G Advisors
Texas
$457K -$954 -20 -0.2%
PPP
939
Private Portfolio Partners
New Jersey
$456K +$38.1K +800 +9%
MOS
940
MGO One Seven
Ohio
$455K -$69.4K -1,456 -14%
MCA
941
MSH Capital Advisors
Arizona
$454K +$441K +9,242 New
PI
942
Pettee Investors
Connecticut
$453K +$89.4K +1,875 +26%
GD
943
Grandfield & Dodd
New York
$453K +$2.24K +47 +0.5%
SC
944
Sawyer & Company
Massachusetts
$449K
CWM
945
Calamos Wealth Management
Illinois
$449K -$644K -13,504 -60%
SCA
946
Stonebridge Capital Advisors
Minnesota
$445K -$128K -2,678 -23%
PA
947
PSI Advisors
Florida
$441K -$2.38K -50 -0.6%
NSAM
948
North Star Asset Management
Wisconsin
$439K
WP
949
Wealthspan Partners
Iowa
$437K
TC
950
Trust Company
Kansas
$437K +$8.87K +186 +2%