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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1701
Lifeworks Advisors
Michigan
$810K +$168K +3,583 +23%
CF
1702
Centaurus Financial
California
$809K -$519K -11,073 -37%
CRI
1703
Colonial River Investments
Virginia
$808K -$130K -2,764 -13%
LI
1704
LRI Investments
Florida
$808K +$92.3K +1,968 +12%
GLLW
1705
Graves Light Lenhart Wealth
Virginia
$807K +$13.1K +280 +1%
SIAG
1706
Safeguard Investment Advisory Group
California
$806K +$216K +4,605 +32%
SI
1707
Seeds Investor
New York
$805K +$24.9K +531 +3%
WPP
1708
Whalerock Point Partners
Rhode Island
$804K -$47.1K -1,005 -5%
FGA
1709
Fortis Group Advisors
New Jersey
$803K -$1.83K -39 -0.2%
DOA
1710
D'Orazio & Associates
Virginia
$801K -$25.6K -546 -3%
DG
1711
DMC Group
Alabama
$798K -$77.2K -1,646 -8%
BWP
1712
BSW Wealth Partners
Colorado
$797K +$24.7K +526 +3%
OWA
1713
Opal Wealth Advisors
New York
$797K +$35.6K +758 +4%
LCM
1714
Lionhunter Capital Management
New York
$796K +$882K +18,804 New
AFC
1715
Avise Financial Cooperative
California
$793K +$62.8K +1,338 +8%
OFS
1716
OneAscent Financial Services
Alabama
$793K -$9.15K -195 -1%
BC
1717
Broadwater Capital
Massachusetts
$792K -$91.4K -1,949 -9%
OIM
1718
Orca Investment Management
Oregon
$791K -$25.3K -540 -3%
CAMG
1719
CWA Asset Management Group
Florida
$791K +$26.6K +566 +3%
CCG
1720
Cypress Capital Group
Florida
$790K -$121K -2,575 -12%
1IA
1721
1620 Investment Advisors
Massachusetts
$789K -$88.7K -1,891 -9%
AP
1722
Advisortrust Partners
North Carolina
$789K +$43.3K +924 +5%
PA
1723
PFG Advisors
Arizona
$787K -$38K -811 -4%
SGI
1724
Summit Global Investments
Utah
$786K -$375K -7,985 -30%
PL
1725
Plancorp LLC
Missouri
$785K +$237K +5,055 +38%