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Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
1851
Blake Schutter Theil Wealth Advisors
Ohio
$641K +$595K +14,266 New
LAS
1852
Lloyd Advisory Services
Georgia
$640K +$876 +21 +0.1%
TCM
1853
Triumph Capital Management
Colorado
$639K +$199K +4,777 +51%
SAM
1854
Summit Asset Management
Tennessee
$639K +$2.09K +50 +0.4%
MCWA
1855
Meadow Creek Wealth Advisors
Georgia
$638K -$22.5K -540 -4%
SAM
1856
SignalPoint Asset Management
Missouri
$638K -$43.7K -1,046 -7%
AF
1857
Aldebaran Financial
$637K -$11.1K -267 -2%
RCA
1858
Resonant Capital Advisors
Wisconsin
$635K +$23.5K +562 +4%
CA
1859
Capital Advantage
California
$634K -$4.42K -106 -0.7%
VFPW
1860
Vantage Financial Partners (Wisconsin)
Wisconsin
$634K +$51.5K +1,235 +10%
CFA
1861
CWS Financial Advisors
Michigan
$633K -$13.1K -315 -2%
SBF
1862
Sara-Bay Financial
Florida
$632K -$283K -6,790 -33%
CBA
1863
Coastal Bridge Advisors
Connecticut
$630K +$1.75K +42 +0.3%
PA
1864
Prossimo Advisors
California
$626K -$22.7K -543 -4%
GIM
1865
Grassi Investment Management
California
$626K +$8.56K +205 +1%
NFC
1866
Northeast Financial Consultants
Connecticut
$625K +$1.42K +34 +0.2%
Group One Trading
1867
Group One Trading
Illinois
$622K -$34.5K -827 -6%
AC
1868
Apella Capital
Connecticut
$622K -$15.8K -379 -3%
SPWM
1869
Schrum Private Wealth Management
Florida
$622K +$249K +5,977 +76%
BWA
1870
Beam Wealth Advisors
Louisiana
$621K -$1.42K -34 -0.2%
PCM
1871
Perkins Capital Management
Minnesota
$620K -$104K -2,500 -15%
CAS
1872
Coppell Advisory Solutions
Texas
$619K -$46.1K -1,104 -7%
UWS
1873
Unique Wealth Strategies
Illinois
$618K +$481K +11,517 +513%
HWM
1874
Horizon Wealth Management
Illinois
$618K +$7.93K +190 +1%
DOA
1875
D'Orazio & Associates
Virginia
$618K -$56.6K -1,356 -9%