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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
701
Avantax Planning Partners
Iowa
$234K -$536 -18 -0.2%
SXL
702
Summit X LLC
Missouri
$234K +$238K +8,003 New
SP
703
Successful Portfolios
Florida
$232K -$30 -1 -0%
SG
704
StoneX Group
New York
$232K -$94.8K -3,185 -28%
SIAP
705
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$231K +$208K +7,000 +636%
CCM
706
Cohen Capital Management
California
$230K – – –
BAM
707
Berkshire Asset Management
Pennsylvania
$229K -$18.4K -617 -7%
PSP
708
Principal Street Partners
Tennessee
$228K -$61.7K -2,074 -21%
SFG
709
Summit Financial Group
West Virginia
$228K – – –
CAL
710
Capital Analysts LLC
Pennsylvania
$228K +$60 +2 +0%
UF
711
Univest Financial
Pennsylvania
$227K – – –
WA
712
WealthTrust Axiom
Pennsylvania
$227K +$4.43K +149 +2%
HCP
713
Hexagon Capital Partners
Arkansas
$227K +$44.4K +1,491 +23%
SFG
714
StrategIQ Financial Group
Indiana
$226K – – –
AWS
715
Arkfeld Wealth Strategies
Nebraska
$225K -$54K -1,815 -20%
HWM
716
HB Wealth Management
Georgia
$225K -$2.38K -80 -1%
TA
717
TruWealth Advisors
Louisiana
$224K -$127K -4,252 -35%
PFA
718
Pinnacle Family Advisors
Missouri
$223K – – –
CFS
719
CRA Financial Services
New Jersey
$223K +$5.21K +175 +2%
TCM
720
Traynor Capital Management
Pennsylvania
$221K +$231K +7,772 New
KWS
721
Keystone Wealth Services
California
$220K -$5.86K -197 -2%
NCM
722
Next Capital Management
New York
$220K +$229K +7,690 New
XS
723
XR Securities
Illinois
$219K +$229K +7,687 New
WA
724
Wealth Alliance
New York
$218K -$13.2K -445 -6%
PCM
725
Perkins Capital Management
Minnesota
$218K – – –
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