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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
826
Ceeto Capital Group
Florida
$222K
IWP
827
Insight Wealth Partners
Texas
$222K
GIA
828
Gladstone Institutional Advisory
Florida
$221K -$28.2K -763 -11%
RFA
829
Resurgent Financial Advisors
Georgia
$221K -$1.78K -48 -0.8%
BFG
830
Berger Financial Group
Minnesota
$218K +$9.4K +254 +4%
MA
831
MKT Advisors
California
$216K
SWIG
832
Strategic Wealth Investment Group
Kentucky
$214K -$160K -4,312 -42%
DWM
833
Dakota Wealth Management
Florida
$214K +$23.5K +634 +12%
Lido Advisors
834
Lido Advisors
California
$213K +$224K +6,044 New
AP
835
Americana Partners
Texas
$213K -$7.03K -190 -3%
CG
836
Cutler Group
California
$213K -$956K -25,836 -81%
PMA
837
Prudent Man Advisors
Illinois
$213K
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$212K -$7.29K -197 -3%
UID
839
Union Investments & Development
Israel
$212K
RIA
840
Regal Investment Advisors
Michigan
$212K +$74 +2 +0%
GM
841
GeoWealth Management
Illinois
$211K -$13.9K -375 -6%
VF
842
Virtu Financial
New York
$211K +$221K +5,976 New
VBFP
843
Valtinson Bruner Financial Planning
Minnesota
$211K +$4.26K +115 +2%
HNWAG
844
High Net Worth Advisory Group
Florida
$209K +$23.5K +635 +12%
CL
845
Choreo LLC
Illinois
$209K -$299K -8,071 -58%
IB
846
Intrust Bank
Kansas
$209K
FNBOSM
847
First National Bank of South Miami
Florida
$208K -$31.3K -845 -13%
NSG
848
Nalls Sherbakoff Group
Tennessee
$208K
BBHC
849
Brown Brothers Harriman & Co
New York
$208K -$85.6K -2,314 -28%
CNBT
850
Canandaigua National Bank & Trust
New York
$208K