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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
451
Roberts, Glore & Co
Illinois
$244K -$10.1K -170 -4%
SWP
452
Stratos Wealth Partners
Ohio
$244K +$18.5K +310 +8%
PMA
453
Prudent Man Advisors
Illinois
$242K
NRC
454
New Republic Capital
North Carolina
$242K +$25.5K +427 +12%
JWCA
455
J.W. Cole Advisors
Florida
$240K +$240K +4,030 New
RPCONE
456
Retirement Planning Company of New England
Rhode Island
$239K
MPPW
457
Mitchell & Pahl Private Wealth
Oklahoma
$239K +$239K +4,000 New
TCM
458
Traynor Capital Management
Pennsylvania
$237K -$58.6K -982 -20%
SIC
459
Samalin Investment Counsel
New York
$236K -$95.6K -1,603 -29%
KP
460
Keel Point
Alabama
$234K -$5.43K -91 -2%
CWM
461
Compass Wealth Management
Connecticut
$230K -$19.4K -325 -8%
KPWS
462
Kestra Private Wealth Services
Texas
$230K -$13.1K -220 -5%
CMS
463
Capital Market Strategies
Florida
$230K +$230K +3,850 New
Lido Advisors
464
Lido Advisors
California
$229K -$70.6K -1,184 -24%
CFO
465
CVA Family Office
Colorado
$229K
TF
466
TIAA FSB
Florida
$229K -$5.25M -88,015 -96%
SI
467
Stephens Inc
Arkansas
$228K -$37.6K -630 -14%
WP
468
WealthPLAN Partners
Nebraska
$227K -$34K -570 -13%
IAN
469
Integrated Advisors Network
Texas
$226K +$17.9K +300 +9%
RCM
470
Regency Capital Management
Hawaii
$225K -$11K -185 -5%
PI
471
PEAK6 Investments
Illinois
$224K +$224K +3,760 New
VWA
472
V Wealth Advisors
Kansas
$223K +$2.44K +41 +1%
NB
473
NBT Bank
New York
$223K
TFCP
474
Twin Focus Capital Partners
Massachusetts
$222K +$9.72K +163 +5%
UCFA
475
United Capital Financial Advisors
Texas
$220K -$94.6K -1,586 -30%