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Name Holding Trade Value Shares
Change
Change in
Stake
WE
1101
Wealth Effects
Massachusetts
$324K -$4.18K -25 -1%
LSPW
1102
Lake Street Private Wealth
Illinois
$324K +$67.4K +403 +23%
PWA
1103
Phoenix Wealth Advisors
North Carolina
$323K -$14.2K -85 -4%
CAM
1104
Campion Asset Management
Virginia
$322K
AP
1105
Atwood & Palmer
Missouri
$318K
FL
1106
Fort LP
Maryland
$315K -$316K -1,893 -47%
CPIG
1107
Chicago Partners Investment Group
Illinois
$315K +$90.1K +539 +31%
B
1108
Brightworth
Georgia
$314K
MIM
1109
Merrion Investment Management
New Jersey
$311K
MPW
1110
MGO Private Wealth
California
$310K +$349K +2,090 New
RPCONE
1111
Retirement Planning Company of New England
Rhode Island
$309K +$43.3K +259 +14%
PCA
1112
Pallas Capital Advisors
Massachusetts
$307K -$6.35K -38 -2%
GC
1113
GFG Capital
Florida
$307K +$6.35K +38 +2%
XF
1114
XML Financial
Maryland
$305K +$5.35K +32 +2%
CFG
1115
Cooper Financial Group
California
$305K +$28.7K +172 +9%
KA
1116
Kovack Advisors
Florida
$304K -$166K -993 -33%
BDF
1117
Balasa Dinverno & Foltz
$304K +$7.86K +47 +2%
WTA
1118
Washington Trust Advisors
Massachusetts
$303K -$39.8K -238 -10%
RP
1119
Riverwater Partners
Wisconsin
$302K
IGWM
1120
ICA Group Wealth Management
Colorado
$302K +$5.51K +33 +2%
FCM
1121
Fourpath Capital Management
Oklahoma
$301K -$39.3K -235 -10%
WT
1122
Washington Trust
Rhode Island
$301K -$334 -2 -0.1%
SLG
1123
Stanley-Laman Group
Pennsylvania
$300K
JWCA
1124
J.W. Cole Advisors
Florida
$298K -$125K -746 -27%
CWM
1125
Calamos Wealth Management
Illinois
$297K