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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
301
GWN Securities
Florida
$223K +$205K +3,485 New
GK
302
Graney & King
New York
$223K – – –
PA
303
Parallel Advisors
California
$223K +$44.4K +755 +27%
GM
304
GeoWealth Management
Illinois
$220K +$62.3K +1,060 +43%
KWA
305
Kingswood Wealth Advisors
California
$218K -$92.7K -1,577 -31%
PP
306
PDS Planning
Ohio
$217K +$203K +3,447 New
PSP
307
Principal Street Partners
Tennessee
$216K +$202K +3,444 New
NS
308
NBC Securities
Alabama
$215K +$201K +3,427 +114,233%
CCA
309
Checchi Capital Advisers
California
$214K +$200K +3,400 New
LAS
310
Lloyd Advisory Services
Georgia
$214K +$200K +3,399 New
BTI
311
Blue Trust Inc
Georgia
$213K +$42K +715 +27%
GL
312
Graypoint LLC
New York
$213K +$199K +3,391 New
KPWS
313
Kestra Private Wealth Services
Texas
$213K +$199K +3,386 New
AF
314
Arrow Financial
New York
$212K +$198K +3,375 New
HNWAG
315
High Net Worth Advisory Group
Florida
$211K +$197K +3,350 New
CAM
316
Cozad Asset Management
Illinois
$209K +$195K +3,320 New
MW
317
Marcum Wealth
Ohio
$209K +$195K +3,319 New
FW
318
FullCircle Wealth
Texas
$206K -$28.5K -485 -14%
VFA
319
Voya Financial Advisors
Connecticut
$201K +$188K +3,195 New
BIG
320
Brooklyn Investment Group
New York
$199K +$183K +3,106 +4,853%
AF
321
Allworth Financial
California
$185K -$3.17K -54 -2%
VIA
322
Virtus Investment Advisers
Connecticut
$168K +$157K +2,675 New
FFA
323
Farther Finance Advisors
California
$167K +$58.8K +1,000 +60%
PTC
324
Private Trust Company
Ohio
$160K +$40.3K +685 +37%
BONH
325
Bank of New Hampshire
New Hampshire
$144K +$16.9K +287 +14%
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