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Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1101
New Republic Capital
North Carolina
$220K +$221K +2,825 New
BBW
1102
Blue Barn Wealth
Utah
$219K -$8.6K -110 -4%
ATPW
1103
Ashton Thomas Private Wealth
Arizona
$216K +$218K +2,785 New
MC
1104
Mathes Company
New York
$214K – – –
AR
1105
Advisory Research
Illinois
$214K – – –
SIM
1106
SSI Investment Management
California
$214K – – –
RB
1107
Renasant Bank
Mississippi
$213K +$214K +2,740 New
QC
1108
Quent Capital
New York
$212K -$51.2K -655 -19%
SFP
1109
Sandbox Financial Partners
Maryland
$211K +$1.17K +15 +0.6%
MWA
1110
Meridian Wealth Advisors
Texas
$210K – – –
ECG
1111
Edge Capital Group
Georgia
$209K +$153K +1,960 +270%
RFN
1112
Redwood Financial Network
Ohio
$208K +$209K +2,675 New
HIA
1113
Harbor Investment Advisory
Maryland
$207K -$311K -3,980 -60%
PP
1114
PDS Planning
Ohio
$207K +$208K +2,660 New
BTW
1115
Boston Trust Walden
Massachusetts
$206K – – –
KC
1116
Kingfisher Capital
North Carolina
$206K -$9.77K -125 -5%
MC
1117
Moors & Cabot
Massachusetts
$205K +$207K +2,645 New
CCT
1118
Chemung Canal Trust
New York
$204K -$48.1K -615 -19%
SBIA
1119
Sheaff Brock Investment Advisors
Indiana
$204K +$205K +2,620 New
IIC
1120
Integrated Investment Consultants
Michigan
$203K +$204K +2,615 New
HCM
1121
HMS Capital Management
Tennessee
$203K -$87.5K -1,120 -30%
LF
1122
Lantz Financial
Illinois
$202K +$203K +2,600 New
CRC
1123
Curi RMB Capital
Illinois
$202K +$203K +2,595 New
CA
1124
Claro Advisors
Massachusetts
$201K +$202K +2,590 New
IAS
1125
Insigneo Advisory Services
Florida
$201K +$202K +2,590 New
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