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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
3201
Investment Advisory Group
Massachusetts
$203K +$7.72K +24 +4%
BCA
3202
Bray Capital Advisors
Florida
$201K – – –
NRD
3203
Nebula Research & Development
New York
$200K +$213K +662 New
IWP
3204
IAG Wealth Partners
Wisconsin
$194K – – –
PP
3205
PrairieView Partners
Minnesota
$191K -$177K -549 -46%
PCFFS
3206
Pacific Center for Financial Services
California
$184K +$643 +2 +0.3%
GWSA
3207
Global Wealth Strategies & Associates
Colorado
$180K -$643 -2 -0.3%
FPB
3208
First PREMIER Bank
South Dakota
$177K -$43.4K -135 -19%
MTIM
3209
Marathon Trading Investment Management
Pennsylvania
$175K +$187K +580 New
MFG
3210
Mendota Financial Group
Wisconsin
$169K – – –
AWM
3211
Avondale Wealth Management
Texas
$169K -$25.4K -79 -12%
AWM
3212
Abound Wealth Management
Tennessee
$168K -$1.93K -6 -1%
VAG
3213
VisionPoint Advisory Group
Texas
$161K +$144K +449 +528%
RWM
3214
Raffa Wealth Management
District of Columbia
$161K – – –
JEST
3215
JTC Employer Solutions Trustee
Jersey
$160K – – –
LFA
3216
Level Financial Advisors
New York
$150K – – –
HB
3217
Horizon Bancorp
Indiana
$150K +$104K +324 +187%
EARNEST Partners
3218
EARNEST Partners
Georgia
$147K – – –
MIFH
3219
Migdal Insurance & Financial Holdings
Israel
$144K -$19.1M -59,522 -99%
DF
3220
DecisionPoint Financial
Arizona
$143K – – –
EWP
3221
Elevation Wealth Partners
California
$142K – – –
SA
3222
SRH Advisors
Kansas
$142K – – –
MCA
3223
Maryland Capital Advisors
Maryland
$139K – – –
PG
3224
Proffitt & Goodson
Tennessee
$137K – – –
HI
3225
Hoey Investments
Pennsylvania
$136K – – –