Name Holding Trade Value Shares
Change
Change in
Stake
LI
1626
LRI Investments
Florida
$569K +$236K +1,217 +73%
APP
1627
Avantax Planning Partners
Iowa
$567K -$37K -191 -6%
BWM
1628
Baron Wealth Management
Michigan
$566K -$56.7K -293 -9%
SCA
1629
Stonebridge Capital Advisors
Minnesota
$566K +$4.26K +22 +0.8%
KFGK
1630
Keystone Financial Group (Kentucky)
Kentucky
$565K +$73.3K +379 +15%
LPAM
1631
Lodestar Private Asset Management
California
$563K -$9.87K -51 -2%
SGI
1632
Summit Global Investments
Utah
$563K -$1.92M -9,915 -78%
DE
1633
Diversified Enterprises
Delaware
$563K +$81.3K +420 +17%
PWMG
1634
Pinnacle Wealth Management Group
Michigan
$563K – – –
FFA
1635
Fragasso Financial Advisors
Pennsylvania
$561K -$35.8K -185 -6%
4WM
1636
49 Wealth Management
Texas
$561K -$22.4K -116 -4%
GCC
1637
Guardian Capital (Canada)
Ontario, Canada
$558K +$547K +2,826 New
AI
1638
AdvisorShares Investments
Maryland
$556K +$545K +2,815 New
TAM
1639
Titleist Asset Management
Texas
$551K +$210K +1,083 +63%
AMM
1640
American Money Management
California
$550K – – –
LPT
1641
Legacy Private Trust
Wisconsin
$550K +$220K +1,138 +69%
ICM
1642
Islay Capital Management
Texas
$549K +$3.1K +16 +0.6%
PIA
1643
Prakash Investment Advisors
Massachusetts
$549K +$538K +2,780 New
OWG
1644
Oxford Wealth Group
Florida
$548K +$82.6K +427 +18%
SFO
1645
Stokes Family Office
Louisiana
$544K +$37K +191 +7%
IP
1646
Investment Partners
Ohio
$543K +$194 +1 +0%
PWM
1647
Prosperity Wealth Management
California
$542K +$43.5K +225 +9%
CWS
1648
Confluence Wealth Services
Pennsylvania
$539K -$79.2K -409 -15%
C1AG
1649
Client 1st Advisory Group
Florida
$536K – – –
BDL
1650
Banque de Luxembourg
Luxembourg
$535K +$523K +2,700 New