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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2201
LVW Advisors
New York
$430K +$8.4K +42 +3%
AAG
2202
Armstrong Advisory Group
Massachusetts
$429K -$31.6K -158 -9%
WI
2203
Wintrust Investments
Illinois
$429K +$327K +1,637 New
NRC
2204
New Republic Capital
North Carolina
$429K +$30.8K +154 +10%
Cohen & Steers
2205
Cohen & Steers
New York
$428K -$1.4K -7 -0.4%
MIH
2206
Meitav Investment House
Israel
$426K -$1.38M -6,902 -81%
VWM
2207
Vigilare Wealth Management
Arizona
$426K -$66K -330 -17%
RWM
2208
Revisor Wealth Management
Ohio
$426K +$95.8K +479 +42%
BIG
2209
Builder Investment Group
Georgia
$426K
SSWM
2210
Sheets Smith Wealth Management
North Carolina
$425K
HBW
2211
Hazlett, Burt & Watson
West Virginia
$425K -$33.8K -169 -9%
RTC
2212
Riverview Trust Company
Washington
$425K +$32.8K +164 +11%
BAWC
2213
Boyce & Associates Wealth Consulting
Texas
$421K
BAM
2214
Byrne Asset Management
New Jersey
$421K -$366K -1,829 Closed
SC
2215
Sierra Capital
Florida
$420K +$8.6K +43 +3%
HFAS
2216
Hummer Financial Advisory Services
Illinois
$419K
TBC
2217
Ted Buchan & Co
California
$419K
KFC
2218
Klingenstein Fields & Co
New York
$419K +$30K +150 +10%
RIA
2219
RPG Investment Advisory
California
$418K -$109K -545 -25%
IDBONY
2220
Israel Discount Bank of New York
New York
$418K
RS
2221
Retirement Solution
Washington
$418K
JWS
2222
Juncture Wealth Strategies
Arizona
$417K -$468K -2,338 -59%
NC
2223
NinePointTwo Capital
California
$417K
LWM
2224
Lodestone Wealth Management
Washington
$416K
RCA
2225
Reitz Capital Advisors
Michigan
$416K +$14K +70 +5%