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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1001
Foundations Investment Advisors
Arizona
$782K +$272K +1,309 +55%
GWANC
1002
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K +$441K +2,121 +137%
VFA
1003
Voya Financial Advisors
Connecticut
$781K +$74.3K +357 +11%
PFA
1004
Pathway Financial Advisers
Indiana
$779K +$766K +3,682 New
FAIM
1005
Financial Advocates Investment Management
Washington
$777K -$150K -719 -16%
SWM
1006
Scissortail Wealth Management
Oklahoma
$775K +$745K +3,578 New
ETC
1007
Exchange Traded Concepts
Oklahoma
$771K +$273K +1,313 +56%
USCWA
1008
U.S. Capital Wealth Advisors
Texas
$771K +$46.8K +225 +7%
MSFS
1009
Main Street Financial Solutions
Pennsylvania
$765K -$230K -1,103 -23%
FP
1010
Fiduciary Planning
Florida
$764K +$750K +3,605 New
IWM
1011
IHT Wealth Management
Illinois
$754K -$48.9K -235 -6%
AWP
1012
Accretive Wealth Partners
New Jersey
$754K +$156K +750 +27%
WAAG
1013
Wealth Alliance Advisory Group
Kansas
$754K +$112K +540 +18%
IDBONY
1014
Israel Discount Bank of New York
New York
$753K -$33.9K -163 -4%
WR
1015
WD Rutherford
Oregon
$753K -$23.9K -115 -3%
NFSG
1016
Newbridge Financial Services Group
Florida
$744K -$35.2K -169 -5%
VVP
1017
Venture Visionary Partners
Ohio
$740K -$1.04K -5 -0.1%
CT
1018
Chicago Trust
Illinois
$740K -$331K -1,592 -31%
DCM
1019
Dupont Capital Management
Delaware
$736K +$445K +2,137 +160%
MCI
1020
MRP Capital Investments
Georgia
$728K +$715K +3,435 New
CAAS
1021
Capital Asset Advisory Services
Michigan
$725K -$347K -1,666 -33%
MPPW
1022
Mitchell & Pahl Private Wealth
Oklahoma
$724K -$57.7K -277 -7%
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$724K +$154K +740 +28%
MCC
1024
Malaga Cove Capital
California
$723K +$76.8K +369 +12%
KCM
1025
Kornitzer Capital Management
Kansas
$720K -$14.6K -70 -2%