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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
801
Sigma Planning Corp
Michigan
$253K -$14.4K -248 -6%
KWM
802
Kingsview Wealth Management
Oregon
$253K -$1.16K -20 -0.5%
BWA
803
BDO Wealth Advisors
Florida
$250K +$175K +3,018 +283%
SP
804
Successful Portfolios
Florida
$248K -$24.4K -420 -9%
GG
805
Gofen & Glossberg
Illinois
$248K – – –
BTWM
806
Baker Tilly Wealth Management
Wisconsin
$246K -$406 -7 -0.2%
PCA
807
Peddock Capital Advisors
Massachusetts
$246K – – –
W
808
WealthStone
Ohio
$246K +$234K +4,031 New
BCA
809
Bay Colony Advisors
Massachusetts
$245K -$232K -4,000 -50%
LAI
810
Legal Advantage Investments
California
$245K – – –
CCM
811
Community Capital Management
Florida
$245K +$232K +4,000 New
HIIFS
812
Harel Insurance Investments & Financial Services
Israel
$243K +$5.1K +88 +8%
CC
813
Chicago Capital
Illinois
$241K +$228K +3,940 New
CA
814
Crumly & Associates
Illinois
$236K +$223K +3,853 New
BRWA
815
B. Riley Wealth Advisors
Florida
$233K +$220K +3,793 New
MBTD
816
Mechanics Bank - Trust Department
California
$233K +$220K +3,800 New
BL
817
Balentine LLC
Georgia
$232K +$220K +3,790 New
GTCM
818
Gyon Technologies Capital Management
New Jersey
$230K +$218K +3,753 New
SAG
819
Spotlight Asset Group
Illinois
$229K -$137K -2,369 -39%
SB
820
Simmons Bank
Arkansas
$229K +$217K +3,740 New
EAM
821
Evanson Asset Management
California
$228K +$215K +3,716 New
AC
822
Athanor Capital
New York
$227K -$320K -5,522 -60%
CWP
823
Concord Wealth Partners
Virginia
$226K -$28.4K -490 -12%
SXL
824
Summit X LLC
Missouri
$225K +$213K +3,681 New
JWCA
825
J.W. Coons Advisors
Ohio
$225K +$214K +3,690 New
31 32
33
34 35