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Name Holding Trade Value Shares
Change
Change in
Stake
RT
376
Rockland Trust
Massachusetts
$208K +$194K +5,000 New
FFN
377
Focus Financial Network
Minnesota
$207K +$199K +5,145 New
SWA
378
SFMG Wealth Advisors
Texas
$206K +$192K +4,952 New
MA
379
MAS Advisors
Florida
$205K +$191K +4,937 New
WAOTB
380
Wealth Advisors of Tampa Bay
Florida
$204K +$190K +4,900 New
CWM
381
Collaborative Wealth Management
Florida
$203K +$189K +4,884 New
TC
382
TownSquare Capital
Utah
$202K +$189K +4,870 New
IFG
383
Independent Financial Group
California
$202K +$188K +4,856 New
TI
384
Tidal Investments
Wisconsin
$202K +$188K +4,850 New
BWP
385
Balboa Wealth Partners
Arizona
$200K -$42.7K -1,100 -19%
RG
386
Retirement Group
California
$185K +$87.9K +2,268 +104%
UIA
387
Ulland Investment Advisors
Minnesota
$166K
SWA
388
SOA Wealth Advisors
New York
$162K -$271 -7 -0.2%
IGWM
389
ICA Group Wealth Management
Colorado
$158K +$51.7K +1,334 +54%
CA
390
Clearstead Advisors
Ohio
$156K +$63.6K +1,641 +77%
ATC
391
Adirondack Trust Company
New York
$154K
NS
392
NBC Securities
Alabama
$152K +$271 +7 +0.2%
ACM
393
Anfield Capital Management
California
$150K +$140K +3,601 New
WWP
394
WR Wealth Planners
Missouri
$148K +$138K +3,568 New
CT
395
Colonial Trust
South Carolina
$145K
SOW
396
State of Wyoming
Wyoming
$141K +$70.5K +1,818 +116%
AT
397
Arlington Trust
Alabama
$137K
FHA
398
First Horizon Advisors
Tennessee
$136K
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$131K
NRG
400
Nemes Rush Group
Michigan
$130K