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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
SeaCrest Wealth Management
New York
$243K +$241K +4,250 New
SWMG
502
Stillwater Wealth Management Group
Florida
$240K -$28.4K -500 -11%
NSIM
503
North Star Investment Management
Illinois
$239K +$238K +4,189 New
TFS
504
Thoroughbred Financial Services
Tennessee
$238K +$237K +4,173 New
ACS
505
Archford Capital Strategies
Illinois
$234K – – –
HA
506
HFG Advisors
Ohio
$231K – – –
CL
507
Choreo LLC
Illinois
$231K +$11.8K +208 +5%
SFP
508
Shepherd Financial Partners
Massachusetts
$231K +$4.2K +74 +2%
CA
509
Clearstead Advisors
Ohio
$230K – – –
WF
510
Welch & Forbes
Massachusetts
$230K – – –
CWP
511
Cyndeo Wealth Partners
Florida
$229K +$228K +4,015 New
XF
512
XML Financial
Maryland
$228K +$227K +4,000 New
SLC
513
Second Line Capital
Louisiana
$228K +$57 +1 +0%
MA
514
MONECO Advisors
Connecticut
$226K -$8.28K -146 -4%
TFA
515
Teamwork Financial Advisors
Texas
$223K – – –
HNB
516
Huntington National Bank
Ohio
$222K +$5.1K +90 +2%
PIA
517
Panoramic Investment Advisors
Colorado
$221K -$4.54K -80 -2%
KWA
518
Kingswood Wealth Advisors
California
$219K +$218K +3,837 New
HA
519
Hanover Advisors
South Carolina
$219K +$217K +3,832 New
FFA
520
Founders Financial Alliance
North Carolina
$219K +$217K +3,830 New
BWP
521
Balboa Wealth Partners
Arizona
$218K – – –
DWA
522
Douglass Winthrop Advisors
New York
$217K – – –
MWM
523
MinichMacGregor Wealth Management
New York
$215K -$6.07K -107 -3%
FTCM
524
First Trust Capital Management
Illinois
$214K – – –
PS
525
Principal Securities
Iowa
$211K +$210K +3,705 New