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Name Holding Trade Value Shares
Change
Change in
Stake
I2I
1776
Insight 2811 Inc
Illinois
$221K +$204K +310 New
SWP
1777
Strategic Wealth Partners
Ohio
$221K +$7.25K +11 +4%
BW
1778
BIP Wealth
Georgia
$221K +$204K +310 New
FTUS
1779
Flow Traders U.S.
New York
$220K +$204K +309 New
CA
1780
Cornerstone Advisory
Maryland
$220K +$203K +308 New
ACA
1781
Atlas Capital Advisors
Wyoming
$220K
EFH
1782
Eaton Financial Holdings
Florida
$220K +$203K +308 New
KTC
1783
Kentucky Trust Company
Kentucky
$219K
WAL
1784
W Advisors LLC
Tennessee
$219K +$202K +307 New
CCFCSB
1785
Cape Cod Five Cents Savings Bank
Massachusetts
$218K +$202K +306 New
LFA
1786
LifeGuide Financial Advisors
Pennsylvania
$218K +$202K +306 New
KIM
1787
Kestra Investment Management
Texas
$218K +$201K +305 New
GWANC
1788
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K +$201K +305 New
MHI
1789
Miller Howard Investments
New York
$218K +$201K +305 New
CIA
1790
Cape Investment Advisory
Georgia
$217K +$200K +304 New
LF
1791
Lee Financial
Texas
$216K +$200K +303 New
FHA
1792
Flagship Harbor Advisors
Massachusetts
$216K -$85K -129 -30%
FFA
1793
Founders Financial Alliance
North Carolina
$215K -$532K -808 -73%
BWP
1794
Barlow Wealth Partners
Kentucky
$215K
SSC
1795
Syverson Strege & Co
Iowa
$215K +$198K +301 New
CM
1796
Castleark Management
Illinois
$214K
BEAM
1797
Baker Ellis Asset Management
Washington
$214K +$198K +300 New
NAM
1798
NTV Asset Management
West Virginia
$214K +$198K +300 New
PCM
1799
Poehling Capital Management
Wisconsin
$214K +$198K +300 New
PMG
1800
ProVise Management Group
Florida
$214K +$198K +300 New