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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
701
Alphadyne Asset Management
New York
$223K +$224K +1,218 New
DADC
702
D.A. Davidson & Co
Montana
$223K +$224K +1,218 New
WANY
703
Wealthspire Advisors (New York)
New York
$222K -$155K -842 -41%
AIIMS
704
Analyst IMS Investment Management Services
Israel
$221K
PTP
705
Platform Technology Partners
New York
$220K +$221K +1,201 New
AFGAS
706
Allegiance Financial Group Advisory Services
Virginia
$220K +$221K +1,200 New
RFC
707
Regions Financial Corp
Alabama
$218K -$9.03K -49 -4%
IAA
708
Independent Advisor Alliance
North Carolina
$217K -$885K -4,801 -80%
AWA
709
Aaron Wealth Advisors
Illinois
$217K +$218K +1,185 New
WWM
710
Western Wealth Management
Colorado
$217K -$13.1K -71 -6%
BW
711
Basepoint Wealth
Iowa
$216K +$2.58K +14 +1%
RCAG
712
Rehmann Capital Advisory Group
Michigan
$214K +$215K +1,165 New
KWM
713
Kingsview Wealth Management
Oregon
$212K +$213K +1,156 New
IHL
714
Investment House LLC
California
$212K -$106K -575 -33%
NWM
715
Northwest Wealth Management
Iowa
$211K +$212K +1,152 New
TL
716
Tradewinds LLC
North Carolina
$211K +$208K +1,129 New
IA
717
IFP Advisors
Florida
$211K -$10.1K -55 -5%
MO
718
McMillan Office
Michigan
$211K
SFC
719
SYM Financial Corp
Indiana
$211K +$212K +1,150 New
PCM
720
Poehling Capital Management
Wisconsin
$210K +$211K +1,144 New
SC
721
Sapient Capital
Indiana
$210K +$211K +1,143 New
NL
722
NWAM LLC
Washington
$209K +$210K +1,141 New
PA
723
Probity Advisors
Texas
$207K +$208K +1,131 New
AIM
724
Advyzon Investment Management
Illinois
$207K -$15.3K -83 -7%
NAAA
725
New Age Alpha Advisors
New York
$205K +$206K +1,119 New