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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
826
Level Four Advisory Services
Texas
$9.48M +$972K +2,360 +10%
BRWA
827
B. Riley Wealth Advisors
Florida
$9.46M -$7.04M -17,096 -39%
SLI
828
Sumitomo Life Insurance
Japan
$9.45M +$267K +649 +3%
MASUI
829
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.39M -$10.5M -25,534 -50%
KIA
830
Knollwood Investment Advisory
Maryland
$9.34M
WC
831
Wynn Capital
Georgia
$9.33M +$11.1K +27 +0.1%
PWG
832
Portside Wealth Group
Utah
$9.33M +$910K +2,209 +10%
SLWA
833
San Luis Wealth Advisors
California
$9.33M +$1.23M +2,992 +14%
VWM
834
Venturi Wealth Management
Texas
$9.23M +$1.16M +2,818 +13%
NFSG
835
Newbridge Financial Services Group
Florida
$9.22M -$515K -1,249 -5%
EBA
836
Eagle Bay Advisors
New York
$9.22M +$113K +275 +1%
QIM
837
Quest Investment Management
Oregon
$9.22M -$296K -718 -3%
SC
838
Sapient Capital
Indiana
$9.21M +$2.27M +5,519 +29%
NIM
839
Northeast Investment Management
Massachusetts
$9.21M +$427K +1,037 +4%
CIM
840
Contravisory Investment Management
Massachusetts
$9.17M +$620K +1,504 +6%
FWCM
841
Ferguson Wellman Capital Management
Oregon
$9.17M +$96K +233 +1%
MGP
842
M&G plc
United Kingdom
$9.16M +$840K +2,040 +9%
SS
843
Sunbelt Securities
Texas
$9.15M +$226K +549 +2%
DWM
844
Destination Wealth Management
California
$9.15M +$580K +1,409 +6%
PWP
845
Principle Wealth Partners
Connecticut
$9.02M +$103K +251 +1%
FCP
846
Fidelis Capital Partners
Florida
$8.95M +$615K +1,494 +7%
CAG
847
Crestwood Advisors Group
Massachusetts
$8.91M +$1.81M +4,401 +22%
SA
848
Strategic Advisors
New York
$8.9M -$526K -1,277 -5%
CIA
849
Capital Impact Advisors
Massachusetts
$8.89M -$26.1M -63,277 -73%
SWASL
850
Spartan Wealth Advisory Services LLC
Michigan
$8.87M +$9.83M +23,868 New