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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1351
Next Financial Group
Texas
$200K -$44.6K -161 -17%
EFSCE
1352
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$5.82K -21 -3%
GI
1353
Gradient Investments
Minnesota
$191K – – –
HBT
1354
Hills Bank & Trust
Iowa
$191K – – –
EW
1355
Evoke Wealth
California
$191K +$59.8K +216 +42%
PWPS
1356
Pinnacle Wealth Planning Services
Ohio
$191K +$205K +739 New
SC
1357
Skylands Capital
Wisconsin
$182K -$540K -1,950 -74%
HWA
1358
HHM Wealth Advisors
Tennessee
$181K -$140K -507 -42%
IAS
1359
IMA Advisory Services
Colorado
$178K -$4.16K -15 -2%
GRP
1360
Global Retirement Partners
California
$174K +$6.65K +24 +4%
CA
1361
Crewe Advisors
Utah
$173K +$61.8K +223 +50%
MAWCM
1362
Mine & Arao Wealth Creation & Management
California
$170K – – –
CFG
1363
CKW Financial Group
Hawaii
$169K -$96.9K -350 -35%
CFD
1364
Creative Financial Designs
Indiana
$163K -$1.7M -6,132 -91%
HI
1365
Hudock Inc
Pennsylvania
$163K +$87.2K +315 +100%
JMF
1366
Johnson Midwest Financial
Iowa
$163K +$174K +627 New
MHR
1367
Matthew Hamilton Rosenberg
$161K – – –
PWMG
1368
Prestige Wealth Management Group
New Jersey
$156K +$21.3K +77 +15%
SAS
1369
Stelac Advisory Services
New York
$153K +$163K +590 New
RFA
1370
Reilly Financial Advisors
California
$147K -$27.7K -100 -15%
RE
1371
RBC Europe
United Kingdom
$147K +$21.3K +77 +16%
PCM
1372
Penserra Capital Management
California
$133K -$330K -1,192 -70%
AI
1373
ArchPoint Investors
Florida
$130K – – –
HCM
1374
Highlander Capital Management
New Jersey
$130K – – –
LGA
1375
Lebenthal Global Advisors
New York
$128K +$137K +494 New
53 54
55
56 57