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Mizuho Financial
MFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
301
Simplicity Wealth
New Jersey
$124K +$12.7K +1,412 +12%
VH
302
Visionary Horizons
Tennessee
$122K – – –
CFG
303
Carter Financial Group
Illinois
$122K +$114K +12,691 New
MMA
304
Miracle Mile Advisors
California
$121K +$114K +12,665 New
AC
305
AlphaCore Capital
California
$120K +$113K +12,554 New
AWM
306
Avior Wealth Management
Nebraska
$120K +$112K +12,491 New
MPW
307
Magnolia Private Wealth
Pennsylvania
$119K +$112K +12,415 New
AWE
308
Avidian Wealth Enterprises
Texas
$119K +$111K +12,392 New
FIA
309
Foundations Investment Advisors
Arizona
$118K +$111K +12,330 New
AGC
310
Aspen Grove Capital
Colorado
$116K – – –
LOWM
311
Laurel Oak Wealth Management
New Jersey
$116K – – –
NC
312
NewSquare Capital
Pennsylvania
$116K +$108K +12,070 New
TSS
313
Two Sigma Securities
New York
$115K -$488K -54,349 -82%
AR
314
Altar Rock
New York
$114K +$3.75K +418 +4%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$114K +$10.6K +1,185 +11%
AIM
316
Axiom Investment Management
New York
$112K +$11.9K +1,328 +13%
MHC
317
May Hill Capital
Massachusetts
$112K +$105K +11,653 New
FG
318
Foster Group
Iowa
$110K +$103K +11,491 New
PAG
319
Private Advisory Group
Washington
$110K – – –
OIA
320
OneDigital Investment Advisors
Kansas
$108K +$1.76K +196 +2%
AA
321
Addison Advisors
Vermont
$108K -$353K -39,327 -78%
LWA
322
LifeGoal Wealth Advisors
New York
$107K +$100K +11,159 New
BWM
323
Baron Wealth Management
Michigan
$106K +$99.3K +11,056 New
DT
324
Diversified Trust
Tennessee
$106K +$4.58K +510 +5%
RCA
325
Resonant Capital Advisors
Wisconsin
$104K +$97.5K +10,858 New
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