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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Laidlaw Wealth Management
New York
$594K +$88.9K +1,703 +17%
CA
702
Claro Advisors
Massachusetts
$592K +$57.7K +1,105 +10%
S
703
SignatureFD
Georgia
$591K +$58.9K +1,128 +11%
MSAM
704
Moloney Securities Asset Management
Missouri
$590K -$44.1K -845 -7%
PFG
705
PAX Financial Group
Texas
$589K -$37.8K -724 -6%
IC
706
Iconiq Capital
California
$586K
LWM
707
Lyell Wealth Management
California
$584K
GWMIA
708
Global Wealth Management Investment Advisory
Florida
$581K +$76K +1,456 +14%
ASN
709
Advisory Services Network
Georgia
$570K +$69K +1,321 +13%
CI
710
Cigna Investments
Connecticut
$567K +$81.8K +1,566 +16%
TFCP
711
Twin Focus Capital Partners
Massachusetts
$564K
GIA
712
Gladstone Institutional Advisory
Florida
$557K +$109K +2,091 +23%
PC
713
Provenire Capital
Minnesota
$556K -$401K -7,687 -41%
American Century Companies
714
American Century Companies
Missouri
$555K +$105K +2,010 +22%
CAAS
715
Capital Asset Advisory Services
Michigan
$553K +$77.9K +1,491 +16%
SCM
716
Saba Capital Management
New York
$551K -$1.78M -34,000 -76%
BCM
717
BlueCrest Capital Management
Jersey
$547K -$376K -7,200 -40%
HWA
718
HHM Wealth Advisors
Tennessee
$544K +$2.61K +50 +0.5%
PCA
719
Pallas Capital Advisors
Massachusetts
$537K +$109K +2,093 +19%
MSFS
720
Main Street Financial Solutions
Pennsylvania
$533K +$1.83K +35 +0.3%
V
721
Veritable
Delaware
$530K +$4.02K +77 +0.7%
CA
722
Cornerstone Advisory
Maryland
$528K +$83.3K +1,595 +18%
TC
723
Tatro Capital
Kentucky
$526K +$55.6K +1,064 +11%
CF
724
Centaurus Financial
California
$523K +$109K +2,080 +25%
HB
725
Homrich & Berg
Georgia
$523K +$250K +4,790 +85%