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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$182 – – –
FC
302
Fairscale Capital
New Hampshire
$155 – – –
CCWM
303
Cassaday & Co Wealth Management
Virginia
$137 – – –
GSWM
304
Golden State Wealth Management
California
$127 – – –
TFA
305
Transamerica Financial Advisors
Florida
$127 +$66 +7 +100%
PF
306
PlanVest Financial
Maryland
$109 +$114 +12 New
CJ
307
Caitlin John
Michigan
$91 – – –
GFA
308
Godfrey Financial Associates
New York
$91 – – –
HC
309
Hurley Capital
New York
$91 – – –
SIS
310
Strategic Investment Solutions
Illinois
$91 – – –
NA
311
Networth Advisors
Pennsylvania
$64 – – –
OC
312
Oakworth Capital
Alabama
$47 – – –
NSIM
313
North Star Investment Management
Illinois
$45 – – –
SA
314
Strategic Advocates
Utah
$45 – – –
ECA
315
Elevated Capital Advisors
Utah
$27 – – –
HWA
316
Heritage Wealth Advisors
Virginia
$27 – – –
GCM
317
Gunpowder Capital Management
Maryland
$18 – – –
MWPCG
318
Measured Wealth Private Client Group
New Hampshire
$14 – – –
MA
319
MCF Advisors
Kentucky
$10 – – –
BW
320
Basepoint Wealth
Iowa
$7 – – –
KCIA
321
Kingsbury Capital Investment Advisors
Illinois
– -$840K -99,760 Closed
FC
322
FORA Capital
Florida
– -$534K -63,465 Closed
VC
323
VarCov Co
Connecticut
– -$474K -56,338 Closed
Optiver Holding
324
Optiver Holding
Netherlands
– -$400K -42,167 Closed
I
325
InceptionR
California
– -$306K -36,336 Closed