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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2251
Independent Wealth Network
Iowa
$786K +$2.22K +9 +0.3%
HMS
2252
Hanseatic Management Services
New Mexico
$785K +$5.18K +21 +0.8%
FTWA
2253
Fifth Third Wealth Advisors
Ohio
$785K +$675K +2,735 New
RCA
2254
Resonant Capital Advisors
Wisconsin
$784K +$15.8K +64 +2%
PA
2255
Perennial Advisors
New York
$783K +$16.8K +68 +3%
IAG
2256
Investment Advisory Group
Massachusetts
$781K -$49.4K -200 -7%
IDBONY
2257
Israel Discount Bank of New York
New York
$780K -$189K -766 -22%
RVPG
2258
Relative Value Partners Group
$780K -$33.8K -137 -5%
PFG
2259
Prosperity Financial Group
California
$779K -$57K -231 -8%
LP
2260
LGL Partners
Pennsylvania
$778K -$19.5K -79 -3%
LRIA
2261
Leonard Rickey Investment Advisors
Washington
$777K -$48.6K -197 -7%
SWA
2262
Sax Wealth Advisors
New Jersey
$777K -$51.1K -207 -7%
WC
2263
Waterloo Capital
Texas
$777K -$82.7K -335 -11%
AI
2264
ArchPoint Investors
Florida
$775K – – –
PRS
2265
Pinkerton Retirement Specialists
Idaho
$774K +$406K +1,647 +157%
VAG
2266
VisionPoint Advisory Group
Texas
$773K +$165K +668 +33%
BFO
2267
Biltmore Family Office
North Carolina
$773K -$110K -446 -14%
EWS
2268
Evergreen Wealth Solutions
Pennsylvania
$773K -$77.2K -313 -10%
SFG
2269
Sovereign Financial Group
Connecticut
$772K +$75K +304 +13%
SIC
2270
Samalin Investment Counsel
New York
$772K +$1.48K +6 +0.2%
TNA
2271
True North Advisors
Texas
$771K +$86.6K +351 +15%
CAL
2272
Capital Analysts LLC
Pennsylvania
$770K -$57.2K -232 -8%
SWA
2273
SOA Wealth Advisors
New York
$768K -$12.1K -49 -2%
KIG
2274
Kowal Investment Group
Wisconsin
$767K +$117K +476 +22%
CC
2275
Corton Capital
Ontario, Canada
$767K +$241K +976 +58%
89 90
91
92 93