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Name Holding Trade Value Shares
Change
Change in
Stake
TA
776
Tiedemann Advisors
New York
$3.58M +$77.3K +443 +3%
CF
777
Centaurus Financial
California
$3.58M -$280K -1,603 -9%
PA
778
PFG Advisors
Arizona
$3.58M +$231K +1,323 +8%
RWP
779
Revolve Wealth Partners
New Jersey
$3.57M +$250K +1,435 +9%
SGA
780
Strategic Global Advisors
California
$3.56M -$262K -1,504 -8%
WPC
781
Wedmont Private Capital
Pennsylvania
$3.56M +$272K +1,562 +9%
MCM
782
McDonough Capital Management
Florida
$3.56M +$51.3K +294 +2%
KF
783
Krilogy Financial
Missouri
$3.55M +$652K +3,735 +28%
FPCP
784
Fort Point Capital Partners
California
$3.55M +$1.67M +9,596 +128%
OIM
785
Oder Investment Management
California
$3.55M +$29.7K +170 +1%
AWM
786
Avior Wealth Management
Nebraska
$3.55M +$1,000K +5,731 +50%
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$3.53M -$1.06M -6,051 -26%
BFP
788
Beacon Financial Planning
Massachusetts
$3.53M
PM
789
Precept Management
Texas
$3.53M +$2.97M +17,000 New
AFA
790
Arlington Financial Advisors
California
$3.52M +$471K +2,701 +19%
JAWM
791
J. Arnold Wealth Management
Ohio
$3.51M +$145K +834 +5%
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$3.51M +$1.32M +7,590 +81%
SCM
793
SCS Capital Management
Massachusetts
$3.49M -$1.32M -7,558 -31%
UCMOK
794
United Capital Management of KS
Kansas
$3.49M +$239K +1,369 +9%
CPA
795
Cardiff Park Advisors
California
$3.48M +$612K +3,509 +26%
SMA
796
Sage Mountain Advisors
Georgia
$3.45M +$2.46M +14,076 +547%
APW
797
Austin Private Wealth
Texas
$3.45M +$278K +1,594 +11%
LC
798
Landaas & Company
Wisconsin
$3.44M +$2.89M +16,583 New
SIA
799
Soltis Investment Advisors
Utah
$3.44M +$62.8K +360 +2%
LPT
800
Legacy Private Trust
Wisconsin
$3.44M -$334K -1,916 -10%