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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Stratos Wealth Advisors
Ohio
$792K +$41.5K +82 +6%
KWA
1302
Kingswood Wealth Advisors
California
$790K +$20.3K +40 +3%
EWA
1303
Eagle Wealth Advisors
Connecticut
$790K +$28.9K +57 +4%
GCP
1304
GSA Capital Partners
United Kingdom
$787K +$357K +705 +87%
OBGC
1305
O'Brien Greene & Co
Pennsylvania
$784K – – –
RPWA
1306
Regent Peak Wealth Advisors
Georgia
$782K +$68.4K +135 +10%
BC
1307
Burney Company
Virginia
$779K +$202K +398 +36%
BHA
1308
Beech Hill Advisors
New York
$778K – – –
TWP
1309
Triad Wealth Partners
Kansas
$777K +$153K +302 +23%
HCM
1310
Howland Capital Management
Massachusetts
$777K -$3.04K -6 -0.4%
CFMC
1311
Curbstone Financial Management Corp
New Hampshire
$775K +$45.6K +90 +6%
S
1312
SimplyRich
California
$774K – – –
LFG
1313
Larson Financial Group
Missouri
$770K -$187K -370 -20%
IF
1314
Intrua Financial
Texas
$764K -$291K -575 -28%
ACM
1315
Aster Capital Management
United Arab Emirates
$761K -$405K -800 -35%
UF
1316
Univest Financial
Pennsylvania
$760K +$6.58K +13 +0.9%
SL
1317
SFM LLC
New Hampshire
$759K -$88.6K -175 -11%
MSFS
1318
Main Street Financial Solutions
Pennsylvania
$758K +$281K +554 +61%
TNB
1319
Thomasville National Bank
Georgia
$756K +$738K +1,457 New
NHC
1320
Nicholas Hoffman & Company
Georgia
$755K – – –
AIM
1321
Advyzon Investment Management
Illinois
$754K +$45.6K +90 +7%
HH
1322
Hilltop Holdings
Texas
$749K +$315K +622 +76%
CH
1323
Cromwell Holdings
Wyoming
$749K +$73.4K +145 +11%
LWMM
1324
Legacy Wealth Management (Mississippi)
Mississippi
$746K +$6.58K +13 +0.9%
GWM
1325
GDS Wealth Management
Texas
$746K +$88.6K +175 +14%
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