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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
801
Stratos Wealth Partners
Ohio
$372K +$14.6K +137 +4%
MW
802
Marble Wealth
Alabama
$370K +$854 +8 +0.2%
OWP
803
ORG Wealth Partners
Texas
$369K +$91.9K +861 +35%
HCM
804
Howland Capital Management
Massachusetts
$369K – – –
WA
805
Waystone Advisors
Washington
$365K – – –
RWS
806
RASP Wealth Solutions
Indiana
$364K +$348K +3,262 New
IA
807
IFP Advisors
Florida
$363K -$19.1K -179 -5%
DWM
808
Destination Wealth Management
California
$362K +$60K +562 +21%
BWP
809
BSW Wealth Partners
Colorado
$362K +$11.5K +108 +3%
PCIA
810
Prime Capital Investment Advisors
Kansas
$361K +$6.72K +63 +2%
AU
811
AlphaGrep UK
$360K +$344K +3,220 New
TWP
812
Tempus Wealth Planning
California
$358K -$1.17K -11 -0.3%
AIM
813
Anchor Investment Management
South Carolina
$358K +$7.58K +71 +2%
EFS
814
Essex Financial Services
Connecticut
$358K -$40.7K -381 -11%
5NPW
815
55 North Private Wealth
Florida
$356K +$340K +3,185 New
BCM
816
Bannerstone Capital Management
Minnesota
$356K +$1.92K +18 +0.6%
FHC
817
First Horizon Corporation
Tennessee
$355K +$38.7K +363 +13%
RI
818
Ridgewood Investments
New Jersey
$355K – – –
PVI
819
Pine Valley Investments
New Jersey
$353K – – –
PWA
820
Phoenix Wealth Advisors
North Carolina
$352K -$5.01K -47 -1%
AA
821
Advisory Alpha
Michigan
$351K -$6.08K -57 -2%
CA
822
Cache Advisors
California
$350K – – –
LC
823
LCNB Corp
Ohio
$350K -$26.7K -250 -7%
DWM
824
Diversify Wealth Management
Utah
$349K +$33.9K +318 +11%
DAS
825
Diversify Advisory Services
Utah
$349K +$329K +3,085 New
31 32
33
34 35