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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1126
Investors Research Corp
Georgia
$215K -$2.96K -61 -1%
CW
1127
CreativeOne Wealth
Kansas
$214K -$27.4K -565 -9%
RG
1128
Retirement Group
California
$214K – – –
DS
1129
DRW Securities
Illinois
$213K +$261K +5,380 New
TAM
1130
Taurus Asset Management
New York
$212K – – –
RWP
1131
RWA Wealth Partners
Massachusetts
$211K -$11.6K -239 -4%
PRC
1132
Pearl River Capital
Michigan
$210K +$257K +5,305 New
AMC
1133
Asset Management Corp
Illinois
$209K -$54.4K -1,122 -18%
AFP
1134
Ausdal Financial Partners
Iowa
$209K -$18.9K -390 -7%
FHC
1135
First Heartland Consultants
Missouri
$209K -$10.1K -208 -4%
RPWA
1136
Regent Peak Wealth Advisors
Georgia
$209K +$19K +393 +8%
LF
1137
Lantz Financial
Illinois
$208K -$6.15K -127 -2%
TWM
1138
TriaGen Wealth Management
California
$207K -$6.15K -127 -2%
BHC
1139
Bowen Hanes & Co
Florida
$206K – – –
HI
1140
Hudock Inc
Pennsylvania
$206K +$97.7K +2,016 +63%
B
1141
Barings
North Carolina
$205K -$167K -3,445 -40%
PFSC
1142
Peoples Financial Services Corp
Pennsylvania
$205K -$102K -2,114 -29%
WA
1143
WBH Advisory
Maryland
$205K -$9.93K -205 -4%
GFS
1144
GYL Financial Synergies
Connecticut
$204K +$54.9K +1,133 +28%
STC
1145
Sarah T. Connolly
$202K – – –
PAM
1146
Private Asset Management
California
$201K -$921 -19 -0.4%
ARC
1147
Advisor Resource Council
Texas
$201K +$245K +5,053 New
RSWM
1148
Robertson Stephens Wealth Management
California
$201K +$246K +5,067 New
GBT
1149
Grove Bank & Trust
Florida
$201K +$246K +5,069 New
SPWM
1150
Straight Path Wealth Management
Michigan
$200K -$54.5K -1,124 -18%
44 45
46
47 48