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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1226
Radnor Capital Management
Pennsylvania
$230K +$220K +900 New
AT
1227
Avalon Trust
New Mexico
$230K – – –
IF
1228
Integrity Financial
Wyoming
$230K – – –
PFG
1229
PAX Financial Group
Texas
$229K +$219K +897 New
OP
1230
ORG Partners
Indiana
$229K -$651K -2,661 -75%
AAS
1231
Annex Advisory Services
Wisconsin
$228K – – –
AA
1232
Advisory Alpha
Michigan
$225K +$216K +882 New
NAG
1233
Northstar Advisory Group
New Jersey
$224K -$33.8K -138 -14%
AA
1234
Axiom Advisory
California
$224K +$219K +896 New
EH
1235
Equitable Holdings
New York
$224K +$2.45K +10 +1%
AG
1236
AlTi Global
New York
$223K +$213K +872 New
NL
1237
NWAM LLC
Washington
$222K -$6.85K -28 -3%
TSS
1238
Two Sigma Securities
New York
$222K -$58.5K -239 -22%
PPW
1239
PACK Private Wealth
Minnesota
$221K – – –
LC
1240
LCNB Corp
Ohio
$221K – – –
FHA
1241
Flagship Harbor Advisors
Massachusetts
$221K +$211K +864 New
GIA
1242
Guyasuta Investment Advisors
Pennsylvania
$220K +$211K +863 New
CCG
1243
Cypress Capital Group
Florida
$219K – – –
AWM
1244
Accurate Wealth Management
Florida
$218K +$206K +844 New
JFGIW
1245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$216K +$181K +739 +704%
HCM
1246
Hengehold Capital Management
Ohio
$216K – – –
CCAM
1247
Cascades Capital Asset Management
North Carolina
$215K +$206K +843 New
PWG
1248
Portside Wealth Group
Utah
$215K +$206K +843 New
UCB
1249
United Community Bank
South Carolina
$214K -$52.8K -216 -20%
PWPS
1250
Pinnacle Wealth Planning Services
Ohio
$213K +$205K +836 New