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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
LVW Advisors
New York
$683K -$1.79M -52,861 -71%
KIA
1602
Kraematon Investment Advisors
Massachusetts
$682K -$92.2K -2,730 -11%
CL
1603
CSS LLC
Illinois
$681K +$270K +8,000 +62%
MCM
1604
Mendel Capital Management
Arkansas
$680K -$48.3K -1,428 -6%
AWAP
1605
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$680K -$32.3K -956 -4%
MCAI
1606
Members Capital Advisors Inc
Wisconsin
$678K – – –
WAG
1607
Wallace Advisory Group
California
$676K +$23.3K +691 +4%
BW
1608
Basepoint Wealth
Iowa
$675K +$198K +5,857 +39%
DA
1609
Dover Advisors
Virginia
$674K +$7.54K +223 +1%
IIL
1610
Insight Inv LLC
California
$667K +$217K +6,425 +44%
IA
1611
Insight Advisors
Pennsylvania
$665K -$57.2K -1,694 -8%
PWC
1612
PYA Waltman Capital
Tennessee
$664K +$196K +5,789 +39%
SOS
1613
Silver Oak Securities
Tennessee
$664K +$83K +2,457 +14%
LJAC
1614
L.J. Altfest & Co
New York
$661K -$154K -4,565 -18%
BP
1615
Ballentine Partners
Massachusetts
$660K -$21.7K -643 -3%
CWS
1616
Cypress Wealth Services
California
$660K +$29K +859 +4%
PWMG
1617
Prestige Wealth Management Group
New Jersey
$659K +$8.31K +246 +1%
WAG
1618
Windsor Advisory Group
Ohio
$659K +$62.3K +1,843 +10%
AWE
1619
Avidian Wealth Enterprises
Texas
$657K +$34.5K +1,020 +5%
OWP
1620
Obermeyer Wealth Partners
Colorado
$656K -$180K -5,339 -21%
EIM
1621
Essex Investment Management
Massachusetts
$656K -$1.39K -41 -0.2%
HIA
1622
Harbor Investment Advisory
Maryland
$656K -$169K -4,988 -20%
EFM
1623
Eley Financial Management
Vermont
$656K +$5.54K +164 +0.8%
SFG
1624
SNS Financial Group
Minnesota
$653K -$193K -5,724 -22%
HWP
1625
Highline Wealth Partners
California
$653K -$1.35K -40 -0.2%
63 64
65
66 67