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