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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1301
TCFG Investment Advisors
California
$217K +$225K +813 New
KA
1302
Kovack Advisors
Florida
$216K +$3.04K +11 +1%
MIC
1303
Means Investment Company
Maine
$216K -$3.32K -12 -1%
HWA
1304
HCR Wealth Advisors
California
$215K – – –
II
1305
Impact Investors
California
$215K -$219K -792 -50%
MW
1306
MBL Wealth
North Carolina
$215K +$223K +806 New
BMC
1307
Benin Management Corp
Connecticut
$215K – – –
SPC
1308
Sigma Planning Corp
Michigan
$215K -$31.5K -114 -12%
SFGM
1309
Stonebridge Financial Group (Missouri)
Missouri
$214K +$222K +804 New
AFGAS
1310
Allegiance Financial Group Advisory Services
Virginia
$214K +$222K +801 New
CAL
1311
Capital Analysts LLC
Pennsylvania
$213K -$18.3K -66 -8%
AA
1312
Alesco Advisors
New York
$213K -$6.36K -23 -3%
NVCHI
1313
New Vernon Capital Holdings II
New Jersey
$212K – – –
WETS
1314
Wealth Enhancement Trust Services
South Dakota
$212K +$13K +47 +6%
ACG
1315
Allen Capital Group
Nebraska
$212K +$13.3K +48 +6%
IIL
1316
Income Insurance Ltd
$211K – – –
CWP
1317
Curated Wealth Partners
California
$210K +$218K +787 New
IRP
1318
Investment Research Partners
Pennsylvania
$210K +$217K +786 New
MWA
1319
Muirfield Wealth Advisors
North Carolina
$209K +$217K +784 New
SPC
1320
Spirepoint Private Client
Florida
$209K -$98.5K -356 -31%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$209K -$22.7K -82 -9%
JRPIM
1322
Journey Retirement Planning & Investment Management
Idaho
$208K -$454K -1,641 -68%
FNT
1323
First National Trust
Pennsylvania
$207K -$830 -3 -0.4%
AL
1324
Aspiriant LLC
California
$207K -$18.3K -66 -8%
SF
1325
Symphony Financial
Texas
$206K +$215K +777 New