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Name Holding Trade Value Shares
Change
Change in
Stake
LA
801
LM Advisors
California
$3.76M -$17.1K -98 -1%
APP
802
Avantax Planning Partners
Iowa
$3.75M -$57.5K -329 -2%
HWP
803
Highline Wealth Partners
California
$3.75M +$2.06M +11,797 +165%
DIM
804
DLK Investment Management
California
$3.75M -$591K -3,383 -15%
LWM
805
Liberty Wealth Management
California
$3.74M +$1.26M +7,224 +40%
HCMT
806
Highland Capital Management (Tennessee)
Tennessee
$3.73M -$659K -3,768 -17%
G
807
GenTrust
Florida
$3.72M +$2.96M +16,932 +912%
JPWM
808
Jamison Private Wealth Management
Georgia
$3.71M +$98.2K +562 +3%
SMA
809
Sage Mountain Advisors
Georgia
$3.7M +$241K +1,379 +8%
BCM
810
Bienville Capital Management
New York
$3.69M +$61K +349 +2%
PL
811
Plancorp LLC
Missouri
$3.68M -$244K -1,397 -7%
Federated Hermes
812
Federated Hermes
Pennsylvania
$3.67M -$141K -805 -4%
FWM
813
Foguth Wealth Management
Michigan
$3.67M -$150K -856 -4%
ST
814
Sageworth Trust
Pennsylvania
$3.67M +$236K +1,349 +8%
JFG
815
Jefferies Financial Group
New York
$3.67M -$3.63M -20,752 -53%
LSAG
816
Lake Street Advisors Group
New Hampshire
$3.67M -$835K -4,779 -20%
VCM
817
Viewpoint Capital Management
Washington
$3.66M +$7.87K +45 +0.2%
SG
818
StoneX Group
New York
$3.65M +$213K +1,217 +7%
ACM
819
Alcosta Capital Management
California
$3.64M -$18.9K -108 -0.6%
KF
820
Krilogy Financial
Missouri
$3.63M +$194K +1,110 +6%
KFS
821
Kaizen Financial Strategies
California
$3.63M +$93.9K +537 +3%
WG
822
Watchman Group
Texas
$3.62M +$144K +824 +5%
TAA
823
TB Alternative Assets
Cayman Islands
$3.6M -$3.62M -20,690 -53%
AFA
824
AA Financial Advisors
Ohio
$3.6M -$851K -4,867 -21%
DSA
825
Droms Strauss Advisors
Missouri
$3.6M -$10.5K -60 -0.3%