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