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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
351
Insigneo Advisory Services
Florida
$651K +$225K +9,008 +56%
AGA
352
Accuvest Global Advisors
Utah
$650K +$625K +24,982 New
CWM
353
Cordatus Wealth Management
Pennsylvania
$643K -$15K -599 -2%
KFI
354
Key Financial Inc
Pennsylvania
$637K
AGC
355
Aspen Grove Capital
Colorado
$633K +$3.73K +149 +0.6%
MOS
356
MGO One Seven
Ohio
$627K -$8.98K -359 -1%
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$609K +$221K +8,843 +61%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$608K +$278K +11,105 +91%
TPWM
359
Twelve Points Wealth Management
Massachusetts
$607K -$450 -18 -0.1%
IAN
360
Integrated Advisors Network
Texas
$606K +$31.5K +1,258 +6%
FHA
361
First Horizon Advisors
Tennessee
$602K +$31.6K +1,264 +6%
SL
362
Summitry LLC
California
$594K +$114K +4,563 +25%
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$592K +$171K +6,848 +43%
BPA
364
Beacon Pointe Advisors
California
$590K -$127K -5,066 -18%
PS
365
Principal Securities
Iowa
$588K -$326K -13,012 -37%
RP
366
Riverwater Partners
Wisconsin
$588K -$70.3K -2,810 -11%
EWM
367
Empirical Wealth Management
Washington
$587K +$327K +13,084 +138%
IWM
368
IHT Wealth Management
Illinois
$586K +$275K +10,978 +95%
SCP
369
Sivia Capital Partners
California
$573K +$104K +4,172 +23%
LCOV
370
London Company of Virginia
Virginia
$573K
CAM
371
Cresset Asset Management
Illinois
$567K -$197K -7,859 -27%
Acadian Asset Management
372
Acadian Asset Management
Massachusetts
$565K +$77K +3,078 +16%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$560K +$68.2K +2,724 +14%
SI
374
Severin Investments
Missouri
$558K +$1.45K +58 +0.3%
MHC
375
May Hill Capital
Massachusetts
$555K +$29.6K +1,184 +6%