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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
1626
Safeguard Investment Advisory Group
California
$2.8M +$83.8K +189 +3%
SWA
1627
Strategies Wealth Advisors
Michigan
$2.8M +$614K +1,384 +29%
KWM
1628
Keebeck Wealth Management
Illinois
$2.8M +$142K +320 +5%
AI
1629
Accredited Investors
Minnesota
$2.8M +$61.6K +139 +2%
BA
1630
Bellwether Advisors
Nebraska
$2.79M +$2.45M +5,530 +816%
HFS
1631
Howard Financial Services
Texas
$2.79M +$208K +470 +8%
FTEA
1632
Forty-three Eighteen Advisors
Arkansas
$2.78M +$2.74M +6,190 New
PSP
1633
Pacific Sage Partners
Washington
$2.78M -$855K -1,929 -24%
MFA
1634
Mayflower Financial Advisors
Massachusetts
$2.78M -$85.6K -193 -3%
AT
1635
Arlington Trust
Alabama
$2.77M +$2.06M +4,645 +307%
BCP
1636
Blackhawk Capital Partners
Wisconsin
$2.77M +$83.3K +188 +3%
PWP
1637
Private Wealth Partners
California
$2.76M -$2.66K -6 -0.1%
TA
1638
Tactive Advisors
Florida
$2.76M -$590K -1,330 -18%
AW
1639
Avion Wealth
Texas
$2.76M +$135K +304 +5%
JCFM
1640
JBR Co Financial Management
Oklahoma
$2.76M +$50.5K +114 +2%
AP
1641
Anchyra Partners
Georgia
$2.75M +$2.71M +6,122 New
AFAS
1642
Acorn Financial Advisory Services
Virginia
$2.75M -$235K -530 -8%
GCP
1643
GSA Capital Partners
United Kingdom
$2.75M -$2M -4,514 -43%
EPIM
1644
Evelyn Partners Investment Management
$2.74M -$3.1K -7 -0.1%
EWL
1645
Emissary Wealth LLC
New Jersey
$2.73M +$2.69M +6,077 New
HWA
1646
HHM Wealth Advisors
Tennessee
$2.73M -$292K -658 -10%
CFO
1647
Cambient Family Office
Michigan
$2.73M +$2.69M +6,068 New
1WM
1648
1900 Wealth Management
Texas
$2.72M +$2.09M +4,712 +353%
ALC
1649
Alexander Labrunerie & Co
Missouri
$2.71M +$3.1K +7 +0.1%
RP
1650
Rice Partnership
Hawaii
$2.7M