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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1051
Laffer Tengler Investments
Tennessee
$7.11M +$353K +796 +5%
PP
1052
PDS Planning
Ohio
$7.08M +$60.3K +136 +0.9%
TWP
1053
Tempus Wealth Planning
California
$7.04M +$349K +788 +5%
CAAS
1054
Capital Asset Advisory Services
Michigan
$7.02M -$1.18M -2,667 -14%
HIP
1055
Harrell Investment Partners
Texas
$6.96M +$67.4K +152 +1%
HWA
1056
HCR Wealth Advisors
California
$6.94M +$438K +989 +7%
CWS
1057
Cypress Wealth Services
California
$6.94M +$1.25M +2,822 +22%
TD Private Client Wealth
1058
TD Private Client Wealth
New York
$6.94M +$203K +459 +3%
KCFA
1059
Key Client Fiduciary Advisors
New Jersey
$6.92M -$651K -1,468 -9%
Advisors Asset Management
1060
Advisors Asset Management
Colorado
$6.92M +$1.88M +4,237 +38%
LAM
1061
L2 Asset Management
Massachusetts
$6.9M +$937K +2,113 +16%
QFW
1062
QTR Family Wealth
Florida
$6.9M +$226K +509 +3%
GCA
1063
Gradient Capital Advisors
California
$6.85M -$394K -889 -6%
AFA
1064
AA Financial Advisors
Ohio
$6.84M +$6.24M +14,083 +1,246%
LWA
1065
Lineweaver Wealth Advisors
Ohio
$6.82M +$180K +406 +3%
CCM
1066
Collar Capital Management
Wisconsin
$6.75M -$507K -1,143 -7%
RWB
1067
RMR Wealth Builders
New Jersey
$6.75M +$719K +1,622 +12%
KJWM
1068
Kiley Juergens Wealth Management
Washington
$6.74M -$5.76K -13 -0.1%
TYCC
1069
Texas Yale Capital Corp
Florida
$6.73M +$44.3K +100 +0.7%
ALPS Advisors
1070
ALPS Advisors
Colorado
$6.71M -$842K -1,900 -11%
SWM
1071
SeaCrest Wealth Management
New York
$6.7M -$129K -290 -2%
Conning Inc
1072
Conning Inc
Connecticut
$6.69M -$797K -1,799 -11%
RWP
1073
Revolve Wealth Partners
New Jersey
$6.69M -$316K -712 -5%
LWM
1074
Liberty Wealth Management
California
$6.68M -$219K -494 -3%
LCM
1075
Legato Capital Management
California
$6.66M -$397K -895 -6%