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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$629K
WS
77
Wedbush Securities
California
$619K -$53.1K -999 -9%
BCM
78
Brookstone Capital Management
Illinois
$600K +$9.79K +184 +2%
LA
79
Legacy Advisors
Pennsylvania
$599K +$160K +3,000 +43%
AWS
80
Atria Wealth Solutions
New York
$582K -$705K -13,246 -58%
PA
81
PSI Advisors
Florida
$581K -$45.7K -860 -8%
CAN
82
Cetera Advisor Networks
California
$579K +$25.1K +471 +5%
IAIM
83
International Assets Investment Management
Florida
$574K +$15.1K +283 +3%
BRWA
84
B. Riley Wealth Advisors
Florida
$562K -$26.5K -498 -5%
TWM
85
Tradition Wealth Management
Minnesota
$560K +$3.14K +59 +0.6%
MML Investors Services
86
MML Investors Services
Massachusetts
$541K +$45.3K +851 +10%
DTC
87
Davidson Trust Company
Washington
$539K
SCM
88
Steele Capital Management
Iowa
$535K +$475K +8,932 New
IWM
89
IHT Wealth Management
Illinois
$530K -$479 -9 -0.1%
AAS
90
Avantax Advisory Services
Texas
$506K +$28.5K +536 +7%
TCA
91
Tortoise Capital Advisors
Kansas
$497K
GLA
92
Good Life Advisors
Pennsylvania
$490K +$8.83K +166 +2%
SAM
93
Silvercrest Asset Management
New York
$479K +$199K +3,750 +88%
EWA
94
EP Wealth Advisors
California
$477K +$130K +2,435 +44%
FCI
95
Financial Counselors Inc
Kansas
$475K +$91.5K +1,720 +28%
CGA
96
Crescent Grove Advisors
Illinois
$467K -$382K -7,178 -48%
ESBC
97
E.S. Barr & Co
Kentucky
$466K -$146K -2,750 -26%
WP
98
WealthPLAN Partners
Nebraska
$451K +$532 +10 +0.1%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$450K
FVCM
100
F&V Capital Management
Florida
$449K