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Name Holding Trade Value Shares
Change 		Change in
Stake
LPFG
2476
Landing Point Financial Group
Ohio
$325K -$15.4K -72 -4%
RFG
2477
REAP Financial Group
Texas
$325K – – –
RSF
2478
Rik Saylor Financial
Ohio
$324K -$4.27K -20 -1%
BG
2479
Bollard Group
Massachusetts
$324K – – –
3F
2480
360 Financial
Minnesota
$323K – – –
RTC
2481
Real Talk Capital
Tennessee
$323K +$339K +1,589 New
CCM
2482
Cinctive Capital Management
New York
$323K +$339K +1,588 New
VIM
2483
VELA Investment Management
Ohio
$322K -$110K -515 -25%
I
2484
INVST
Indiana
$322K +$14.7K +69 +5%
NC
2485
NewSquare Capital
Pennsylvania
$321K +$83.9K +393 +33%
PP
2486
Patron Partners
Texas
$321K +$337K +1,577 New
GFG
2487
Greystone Financial Group
Michigan
$321K -$221K -1,037 -40%
WCFA
2488
Walkner Condon Financial Advisors
Wisconsin
$321K +$78.8K +369 +31%
CAG
2489
Centerpoint Advisory Group
Kansas
$320K – – –
HFS
2490
Howard Financial Services
Texas
$319K +$24.3K +114 +8%
NWWA
2491
New Wave Wealth Advisors
Arkansas
$319K +$105K +491 +46%
CP
2492
Clarendon Private
Massachusetts
$319K +$334K +1,566 New
BW
2493
Blalock Williams
Alabama
$318K +$31.4K +147 +10%
NB
2494
NBT Bank
New York
$318K -$65.1K -305 -16%
LWPC
2495
Legacy Wealth Partners (Colorado)
Colorado
$318K +$18.4K +86 +6%
BWS
2496
Buck Wealth Strategies
Colorado
$318K +$333K +1,561 New
PWM
2497
Prentice Wealth Management
New York
$317K -$7.05K -33 -2%
JWM
2498
Jackson Wealth Management
Florida
$317K -$1.07K -5 -0.3%
WB
2499
Webster Bank
Connecticut
$317K -$10.7K -50 -3%
SMCM
2500
Sky-Mountain Capital Management
Idaho
$317K – – –
98 99
100
101 102