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Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
601
Sheaff Brock Investment Advisors
Indiana
$239K +$14.5K +500 +6%
RWA
602
Redhawk Wealth Advisors
Minnesota
$237K -$13K -450 -5%
LCC
603
Lincoln Capital Corp
Rhode Island
$237K -$10.1K -350 -4%
MFG
604
Merit Financial Group
Georgia
$234K +$7.23K +250 +3%
LCP
605
Legacy Capital Partners
Wisconsin
$233K
LFA
606
Legacy Financial Advisors
Kentucky
$232K +$8.68K +300 +4%
IFWM
607
Institute for Wealth Management
Colorado
$231K -$17.4K -600 -7%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$231K
ET
609
Equitable Trust
Tennessee
$230K
TI
610
Tidal Investments
Wisconsin
$230K +$234K +8,100 New
PPCM
611
Pillar Pacific Capital Management
California
$223K
SW
612
SVB Wealth
Massachusetts
$223K +$5.79K +200 +3%
GA
613
Gateway Advisory
New Jersey
$223K +$227K +7,850 New
IAIM
614
International Assets Investment Management
Florida
$220K
SS
615
Sunbelt Securities
Texas
$220K +$224K +7,750 New
NIM
616
NuWave Investment Management
New Jersey
$219K -$655K -22,650 -75%
IAA
617
Independent Advisor Alliance
North Carolina
$217K +$10.1K +350 +5%
MWM
618
Meridian Wealth Management
Kentucky
$216K
ACM
619
AUA Capital Management
Pennsylvania
$215K
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$215K +$39K +1,350 +22%
IF
621
IRON Financial
Illinois
$213K
OPS
622
Orion Portfolio Solutions
Nebraska
$213K +$2.89K +100 +1%
AWCI
623
Alpine Woods Capital Investors
New York
$213K +$217K +7,500 New
FRM
624
Fox Run Management
Connecticut
$213K +$217K +7,500 New
S
625
SignatureFD
Georgia
$212K +$15.9K +550 +8%