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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1126
CreativeOne Wealth
Kansas
$214K -$27.4K -565 -9%
RG
1127
Retirement Group
California
$214K – – –
DS
1128
DRW Securities
Illinois
$213K +$261K +5,380 New
TAM
1129
Taurus Asset Management
New York
$212K – – –
RWP
1130
RWA Wealth Partners
Massachusetts
$211K -$11.6K -239 -4%
PRC
1131
Pearl River Capital
Michigan
$210K +$257K +5,305 New
AMC
1132
Asset Management Corp
Illinois
$209K -$54.4K -1,122 -18%
AFP
1133
Ausdal Financial Partners
Iowa
$209K -$18.9K -390 -7%
FHC
1134
First Heartland Consultants
Missouri
$209K -$10.1K -208 -4%
RPWA
1135
Regent Peak Wealth Advisors
Georgia
$209K +$19K +393 +8%
LF
1136
Lantz Financial
Illinois
$208K -$6.15K -127 -2%
TWM
1137
TriaGen Wealth Management
California
$207K -$6.15K -127 -2%
BHC
1138
Bowen Hanes & Co
Florida
$206K – – –
HI
1139
Hudock Inc
Pennsylvania
$206K +$97.7K +2,016 +63%
B
1140
Barings
North Carolina
$205K -$167K -3,445 -40%
PFSC
1141
Peoples Financial Services Corp
Pennsylvania
$205K -$102K -2,114 -29%
WA
1142
WBH Advisory
Maryland
$205K -$9.93K -205 -4%
GFS
1143
GYL Financial Synergies
Connecticut
$204K +$54.9K +1,133 +28%
STC
1144
Sarah T. Connolly
$202K – – –
PAM
1145
Private Asset Management
California
$201K -$921 -19 -0.4%
ARC
1146
Advisor Resource Council
Texas
$201K +$245K +5,053 New
RSWM
1147
Robertson Stephens Wealth Management
California
$201K +$246K +5,067 New
GBT
1148
Grove Bank & Trust
Florida
$201K +$246K +5,069 New
SPWM
1149
Straight Path Wealth Management
Michigan
$200K -$54.5K -1,124 -18%
AWM
1150
AllSquare Wealth Management
New York
$199K – – –
44 45
46
47 48