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Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1626
Braun Stacey Associates
New York
$655K -$43.7K -467 -7%
LIM
1627
Letson Investment Management
Georgia
$653K – – –
RCG
1628
Regatta Capital Group
California
$652K +$281 +3 +0%
WP
1629
WealthPLAN Partners
Nebraska
$649K +$271K +2,903 +78%
TPI
1630
Trust Point Inc
Wisconsin
$649K +$157K +1,680 +34%
BTI
1631
Blue Trust Inc
Georgia
$649K +$9.54K +102 +2%
BFPW
1632
BOK Financial Private Wealth
Colorado
$648K +$562K +6,008 +995%
CIA
1633
Capital Investment Advisors
Georgia
$648K +$67.4K +721 +12%
RCP
1634
Rothschild Capital Partners
New York
$641K +$186K +1,986 +44%
GA
1635
GFS Advisors
Texas
$639K -$238K -2,550 -28%
SFC
1636
SYM Financial Corp
Indiana
$637K -$291K -3,116 -32%
SFP
1637
Shepherd Financial Partners
Massachusetts
$637K -$1.78K -19 -0.3%
HWA
1638
Heartwood Wealth Advisors
Virginia
$634K -$2.34K -25 -0.4%
FH
1639
FWG Holdings
Florida
$633K +$39.4K +421 +7%
MWM
1640
Modera Wealth Management
New Jersey
$632K -$6.08K -65 -1%
SIA
1641
Strategic Investment Advisors
Michigan
$632K -$135K -1,446 -18%
ACM
1642
Advisors Capital Management
New Jersey
$627K +$10.4K +111 +2%
BA
1643
Bridgewater Advisors
New York
$625K +$13.3K +142 +2%
SIG
1644
Sky Investment Group
Connecticut
$623K +$337K +3,600 +130%
BMCM
1645
Burns Matteson Capital Management
New York
$620K -$24.6K -263 -4%
KA
1646
Kovack Advisors
Florida
$619K -$748 -8 -0.1%
AWE
1647
Avidian Wealth Enterprises
Texas
$619K +$15.1K +161 +3%
CH
1648
Cromwell Holdings
Wyoming
$617K +$15.8K +169 +3%
WWA
1649
Wisconsin Wealth Advisors
Wisconsin
$617K +$2.34K +25 +0.4%
MWM
1650
Maridea Wealth Management
New York
$615K -$169K -1,809 -22%
64 65
66
67 68