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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bard Financial Services
Connecticut
$222K
NL
552
NWAM LLC
Washington
$222K +$218K +6,232 New
CA
553
Clearstead Advisors
Ohio
$220K +$90.1K +2,575 +72%
CAG
554
Csenge Advisory Group
Florida
$219K -$9.76K -279 -4%
RA
555
RFG Advisory
Alabama
$216K -$17.7K -506 -8%
IFG
556
Independent Financial Group
California
$216K -$34.6K -990 -14%
KFC
557
Klingenstein Fields & Co
New York
$214K -$31.5K -899 -13%
SFS
558
Stiles Financial Services
Minnesota
$213K +$1.78K +51 +0.9%
CIA
559
Cladis Investment Advisory
Montana
$212K
MA
560
MKT Advisors
California
$211K +$198K +5,646 New
FNBT
561
FineMark National Bank & Trust
Florida
$211K -$2.38K -68 -1%
GCAC
562
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$51.8K -1,480 -21%
SWA
563
Sutton Wealth Advisors
Florida
$210K
YIA
564
YHB Investment Advisors
Connecticut
$208K +$205K +5,859 New
BHPW
565
Beverly Hills Private Wealth
California
$208K +$205K +5,850 New
TL
566
Tradewinds LLC
North Carolina
$207K +$14.6K +418 +8%
FAIM
567
Financial Advocates Investment Management
Washington
$206K +$203K +5,803 New
LEFP
568
Leading Edge Financial Planning
Tennessee
$205K
BFS
569
Bradley Foster & Sargent
Connecticut
$205K
JMF
570
Johnson Midwest Financial
Iowa
$203K
ST
571
Smithfield Trust
Pennsylvania
$200K +$198K +5,665 New
CWM
572
CarsonAllaria Wealth Management
Illinois
$187K +$60.5K +1,730 +49%
CIA
573
Cape Investment Advisory
Georgia
$184K +$181K +5,161 New
MTIC
574
Missouri Trust & Investment Company
Missouri
$178K +$7K +200 +4%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$176K -$15.5K -442 -8%