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Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
IFP Advisors
Florida
$237K +$16.4K +450 +7%
CHA
677
Carmichael Hill & Associates
Maryland
$236K – – –
PCIA
678
Prime Capital Investment Advisors
Kansas
$234K -$12.7K -350 -5%
VFA
679
Valeo Financial Advisors
Indiana
$234K +$235K +6,450 New
VAS
680
Vestmark Advisory Solutions
Massachusetts
$234K +$235K +6,450 New
RP
681
Rowlandmiller & Partners
Georgia
$234K – – –
SAM
682
Secure Asset Management
Michigan
$231K -$25.5K -700 -10%
LSPW
683
Lake Street Private Wealth
Illinois
$231K +$231K +6,350 New
JWCA
684
J.W. Cole Advisors
Florida
$227K +$227K +6,250 New
WSCM
685
Wellington Shields Capital Management
New York
$227K +$227K +6,250 New
CA
686
Claro Advisors
Massachusetts
$225K +$226K +6,200 New
MWM
687
Mission Wealth Management
California
$225K +$226K +6,200 New
WA
688
Wealth Alliance
New York
$225K +$226K +6,200 New
MW
689
Marcum Wealth
Ohio
$224K -$16.4K -450 -7%
TCOV
690
Trust Company of Vermont
Vermont
$223K – – –
AIP
691
Almanack Investment Partners
Pennsylvania
$222K +$222K +6,100 New
ABTD
692
Arvest Bank Trust Division
Oklahoma
$222K +$222K +6,100 New
DWM
693
Darwin Wealth Management
Florida
$222K +$222K +6,100 New
IIM
694
Ipswich Investment Management
Massachusetts
$222K +$222K +6,100 New
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +6,100 New
CWG
696
Cornerstone Wealth Group
North Carolina
$220K +$220K +6,050 New
MSFS
697
Main Street Financial Solutions
Pennsylvania
$220K +$220K +6,050 New
RRWA
698
Rainey & Randall Wealth Advisors
Florida
$218K +$218K +6,000 New
FFG
699
Frisch Financial Group
New York
$216K +$216K +5,950 New
BFC
700
Bedel Financial Consulting
Indiana
$213K – – –