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Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
2076
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$644K
CNBTD
2077
Citizens National Bank Trust Department
Mississippi
$643K +$11.2K +35 +2%
HWM
2078
Howard Wealth Management
Connecticut
$643K +$613K +1,922 New
PWP
2079
Phillips Wealth Planners
Mississippi
$642K +$42.8K +134 +7%
BGA
2080
Battery Global Advisors
Massachusetts
$641K
PCM
2081
Poehling Capital Management
Wisconsin
$640K -$305K -955 -33%
UAG
2082
United Advisor Group
Ohio
$639K +$62.6K +196 +11%
FLP
2083
Financial Life Planners
Arizona
$638K +$608K +1,906 New
HNB
2084
Hilltop National Bank
Wyoming
$638K -$19.1K -60 -3%
MF
2085
Magnetar Financial
Illinois
$636K +$607K +1,903 New
WAM
2086
Wolverine Asset Management
Illinois
$636K +$607K +1,901 New
BBL
2087
Beck Bode LLC
Massachusetts
$635K -$287K -899 -32%
RIG
2088
Ramiah Investment Group
Wisconsin
$634K -$65.4K -205 -10%
UWP
2089
Uniting Wealth Partners
Kansas
$631K +$602K +1,887 New
NHC
2090
Nicholas Hoffman & Company
Georgia
$631K +$102K +321 +21%
PW
2091
Peninsula Wealth
California
$631K +$15K +47 +3%
AT
2092
Avalon Trust
New Mexico
$630K +$8.94K +28 +2%
ABTD
2093
Arvest Bank Trust Division
Oklahoma
$629K +$157K +492 +35%
BOPW
2094
Brandywine Oak Private Wealth
Pennsylvania
$628K +$638 +2 +0.1%
SPWG
2095
Sage Private Wealth Group
Illinois
$625K -$18.2K -57 -3%
WA
2096
Wealthstar Advisors
Texas
$625K +$596K +1,869 New
NFA
2097
Northern Financial Advisors
Michigan
$624K -$18.5K -58 -3%
JWM
2098
Jeppson Wealth Management
California
$622K -$15.6K -49 -3%
ACP
2099
Aviance Capital Partners
Florida
$621K -$1.58M -4,940 -73%
MW
2100
MBL Wealth
North Carolina
$621K +$199K +625 +51%