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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1526
Easterly Investment Partners
Massachusetts
$967K -$39.9M -1,754,096 -98%
CBA
1527
Coastal Bridge Advisors
Connecticut
$966K -$34.1K -1,496 -3%
LWP
1528
Legacy Wealth Planning
Nevada
$965K +$5.42K +238 +0.6%
CFA
1529
Camarda Financial Advisors
Florida
$964K -$82.7K -3,633 -8%
AC
1530
Abbrea Capital
California
$962K +$67K +2,944 +8%
MFW
1531
Mosaic Family Wealth
Missouri
$958K -$33.1K -1,452 -3%
HCM
1532
Horrell Capital Management
Arkansas
$958K +$8.06K +354 +0.9%
SFI
1533
SPC Financial Inc
Maryland
$954K -$9.41K -413 -1%
LCM
1534
Leisure Capital Management
California
$954K +$188K +8,236 +25%
CFA
1535
Cahill Financial Advisors
Minnesota
$954K +$193K +8,489 +26%
BCM
1536
Bayesian Capital Management
New York
$952K -$78.3K -3,440 -8%
WA
1537
Wheatland Advisors
Pennsylvania
$952K -$36.6K -1,608 -4%
LSAG
1538
Lake Street Advisors Group
New Hampshire
$949K -$107K -4,699 -10%
HR
1539
Hayden Royal
North Carolina
$948K -$141K -6,193 -13%
TIA
1540
Tiemann Investment Advisors
California
$943K +$26K +1,143 +3%
SFP
1541
Shepherd Financial Partners
Massachusetts
$941K +$192K +8,423 +26%
CIA
1542
Choate Investment Advisors
Massachusetts
$940K -$99.8K -4,381 -10%
GPFA
1543
Game Plan Financial Advisors
Ohio
$938K -$64.3K -2,822 -6%
VR
1544
Viridian RIA
Washington
$938K -$17.9K -786 -2%
PG
1545
Patten Group
Tennessee
$938K +$35.7K +1,569 +4%
AWA
1546
ARS Wealth Advisors
Florida
$937K -$96.5K -4,239 -9%
PA
1547
Procyon Advisors
Connecticut
$937K +$32.8K +1,441 +4%
VWM
1548
Venturi Wealth Management
Texas
$935K -$6.54M -286,968 -88%
HC
1549
HNP Capital
New York
$931K -$1.71M -74,976 -65%
ISWM
1550
Independent Solutions Wealth Management
New York
$926K -$108K -4,764 -11%