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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1101
Dover Advisors
Virginia
$434K +$453K +2,137 New
SA
1102
Skyline Advisors
Washington
$431K +$8.27K +39 +2%
LCWP
1103
Legacy Capital Wealth Partners
Arkansas
$429K +$43.5K +205 +11%
CIA
1104
Choate Investment Advisors
Massachusetts
$426K +$104K +490 +30%
WA
1105
Wealthstar Advisors
Texas
$426K -$46.2K -218 -9%
RWB
1106
RMR Wealth Builders
New Jersey
$426K -$8.06K -38 -2%
VCA
1107
Verdence Capital Advisors
Maryland
$422K -$9.33K -44 -2%
SIA
1108
Strategic Investment Advisors
Michigan
$420K -$5.3K -25 -1%
OFO
1109
OneAscent Family Office
Alabama
$420K +$145K +686 +50%
RCA
1110
Resonant Capital Advisors
Wisconsin
$418K +$8.48K +40 +2%
FGP
1111
Freestone Grove Partners
California
$416K -$525K -2,476 -55%
LWM
1112
Lionshead Wealth Management
New York
$415K +$848 +4 +0.2%
WWM
1113
Westwood Wealth Management
California
$415K +$433K +2,043 New
KAS
1114
KPP Advisory Services
Kentucky
$412K -$84.8K -400 -16%
VSQM
1115
V-Square Quantitative Management
Illinois
$412K +$430K +2,027 New
NL
1116
NWAM LLC
Washington
$409K -$18.2K -86 -4%
WPW
1117
Winthrop Partners - WNY
New York
$409K +$427K +2,012 New
MSWM
1118
McGlone Suttner Wealth Management
Wisconsin
$408K -$1.48K -7 -0.3%
CNTOF
1119
Canandaigua National Trust of Florida
New York
$408K -$105K -496 -20%
CSPIA
1120
Cary Street Partners Investment Advisory
Virginia
$408K -$9.54K -45 -2%
SFO
1121
Stenger Family Office
Illinois
$407K -$117K -550 -22%
CG
1122
Cynosure Group
Utah
$406K +$76.1K +359 +22%
GDP
1123
Great Diamond Partners
Maine
$405K -$1.75M -8,271 -81%
I
1124
InceptionR
California
$405K +$423K +1,996 New
AP
1125
Appleton Partners
Massachusetts
$405K +$217K +1,025 +106%