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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
351
HighPoint Advisor Group
Illinois
$520K +$137K +965 +36%
PRS
352
Pinkerton Retirement Specialists
Idaho
$515K +$512K +3,604 New
WP
353
WealthPLAN Partners
Nebraska
$515K +$55.7K +392 +12%
EH
354
Equitable Holdings
New York
$515K +$42.1K +296 +9%
EFS
355
Essex Financial Services
Connecticut
$512K -$1.56K -11 -0.3%
AWM
356
Accel Wealth Management
Iowa
$509K +$35.7K +251 +8%
IC
357
Inscription Capital
Texas
$502K +$201K +1,417 +68%
KWA
358
Kingswood Wealth Advisors
California
$498K +$494K +3,479 New
GRP
359
Global Retirement Partners
California
$497K +$208K +1,462 +73%
TDC
360
Thompson Davis & Co
Virginia
$488K -$74.6K -525 -13%
TFGT
361
TS Financial Group (TSFG)
Illinois
$483K +$53.3K +375 +12%
GPFA
362
Game Plan Financial Advisors
Ohio
$477K +$98.5K +693 +26%
KA
363
Kovack Advisors
Florida
$467K -$32K -225 -6%
EW
364
Enzi Wealth
Texas
$466K
GIA
365
Gladstone Institutional Advisory
Florida
$461K -$56.8K -400 -11%
AWA
366
Arete Wealth Advisors
Illinois
$455K -$244K -1,717 -35%
BNP Paribas Asset Management
367
BNP Paribas Asset Management
France
$450K +$234K +1,645 +110%
Baird Financial Group
368
Baird Financial Group
Wisconsin
$448K -$135K -948 -23%
VC
369
Veracity Capital
Georgia
$440K +$76.6K +539 +21%
Brown Advisory
370
Brown Advisory
Maryland
$437K
T. Rowe Price Associates
371
T. Rowe Price Associates
Maryland
$435K -$19.6M -137,958 -98%
WS
372
Wedbush Securities
California
$434K -$60.8K -428 -12%
BAM
373
Belpointe Asset Management
Nevada
$433K -$124K -874 -22%
FCA
374
Fortis Capital Advisors
Kansas
$433K -$124K -874 -22%
EDRH
375
Edmond de Rothschild Holding
Switzerland
$432K -$35.5K -250 -8%