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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2076
Bingham Osborn & Scarborough
California
$485K +$21.8K +381 +4%
STA
2077
Summit Trail Advisors
New York
$482K +$164K +2,858 +47%
KF
2078
Krilogy Financial
Missouri
$481K +$15K +262 +3%
NEIRG
2079
New England Investment & Retirement Group
Massachusetts
$480K +$1.83K +32 +0.4%
CFA
2080
Capstone Financial Advisors
Illinois
$479K -$34.6K -605 -6%
CW
2081
CreativeOne Wealth
Kansas
$478K -$631K -11,033 -55%
ACM
2082
AlphaStar Capital Management
North Carolina
$478K -$65.8K -1,150 -12%
WCM
2083
WealthBridge Capital Management
Ohio
$477K +$41.3K +721 +9%
WPA
2084
West Paces Advisors
Georgia
$476K +$361K +6,301 +246%
RC
2085
Reik & Co
New York
$475K +$8.58K +150 +2%
MGWM
2086
Marks Group Wealth Management
Minnesota
$473K +$29K +507 +6%
CSPIA
2087
Cary Street Partners Investment Advisory
Virginia
$472K -$21.5K -376 -4%
OL
2088
Optas LLC
Texas
$471K +$502K +8,768 New
22CM
2089
20/20 Capital Management
California
$470K +$40.9K +715 +9%
SAG
2090
Spotlight Asset Group
Illinois
$469K -$98.7K -1,725 -16%
BBA
2091
Braun-Bostich & Associates
Pennsylvania
$468K -$30.4K -532 -6%
SRSA
2092
S.R. Schill & Associates
Washington
$468K +$68.7K +1,200 +16%
VCM
2093
Vivaldi Capital Management
Illinois
$468K +$85.3K +1,491 +21%
LWA
2094
Lineweaver Wealth Advisors
Ohio
$467K +$96.6K +1,689 +24%
WDL
2095
Well Done LLC
Michigan
$465K -$48.1K -840 -9%
KFA
2096
Krane Funds Advisors
New York
$463K -$5.43K -95 -1%
PMFA
2097
Plante Moran Financial Advisors
Michigan
$461K -$31.2K -546 -6%
WG
2098
Watchman Group
Texas
$457K -$17.2K -300 -3%
AFC
2099
AFT Forsyth & Company
Florida
$456K -$75.8K -1,325 -14%
WCM
2100
Windsor Capital Management
Arizona
$455K -$176K -3,073 -27%