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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1076
Kovack Advisors
Florida
$365K – – –
SOW
1077
State of Wyoming
Wyoming
$365K +$385K +3,529 New
BFIM
1078
Beese Fulmer Investment Management
Ohio
$364K – – –
APP
1079
Avantax Planning Partners
Iowa
$364K +$3.93K +36 +1%
ACP
1080
Aviance Capital Partners
Florida
$363K – – –
GIM
1081
Goelzer Investment Management
Indiana
$362K – – –
DA
1082
Dillon & Associates
Michigan
$362K +$23.6K +216 +7%
FPAS
1083
Focus Partners Advisor Solutions
Missouri
$360K -$10.4K -95 -3%
BW
1084
BXM Wealth
Colorado
$359K +$379K +3,472 New
IP
1085
Investment Partners
Ohio
$359K +$113K +1,032 +42%
RG
1086
Renaissance Group
Kentucky
$358K -$10.8K -99 -3%
BFA
1087
Beaumont Financial Advisors
Massachusetts
$356K -$26.5K -243 -7%
PPWP
1088
Premier Path Wealth Partners
New Jersey
$354K -$5.34K -49 -1%
AR
1089
Apeiron RIA
Texas
$353K -$6.21K -57 -2%
CF
1090
Claris Financial
Virginia
$353K +$372K +3,410 New
LFA
1091
Laraway Financial Advisors
Minnesota
$352K – – –
OIA
1092
Optimum Investment Advisors
Illinois
$352K – – –
TWM
1093
TriaGen Wealth Management
California
$351K – – –
WW
1094
Waterfront Wealth
Kansas
$350K – – –
FGWP
1095
Founders Grove Wealth Partners
Virginia
$348K +$367K +3,368 New
AWM
1096
Aries Wealth Management
Maine
$348K – – –
DWM
1097
Diversify Wealth Management
Utah
$345K +$373K +3,417 New
TAM
1098
Titleist Asset Management
Texas
$344K +$12K +110 +3%
HC
1099
Hamilton Capital
Ohio
$344K -$109 -1 -0%
PIM
1100
Plato Investment Management
Australia
$343K – – –