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Name Holding Trade Value Shares
Change
Change in
Stake
SW
826
SteelPeak Wealth
California
$286K +$5.66K +40 +2%
FFA
827
Founders Financial Alliance
North Carolina
$286K +$69.5K +491 +30%
CSP
828
Cary Street Partners
Virginia
$285K +$6.94K +49 +2%
SFS
829
Sowell Financial Services
Arkansas
$285K -$915K -6,461 -75%
TWA
830
TCI Wealth Advisors
Arizona
$283K
IA
831
Integrity Alliance
Iowa
$283K +$296K +2,088 New
EAM
832
Empirical Asset Management
Massachusetts
$281K
VF
833
Virtu Financial
New York
$280K +$293K +2,069 New
OIA
834
OneDigital Investment Advisors
Kansas
$280K -$53.8K -380 -16%
UF
835
Univest Financial
Pennsylvania
$279K
MHIC
836
Marble Harbor Investment Counsel
Massachusetts
$278K
HI
837
Harbour Investments
Wisconsin
$276K +$72.3K +511 +33%
NPT
838
National Philanthropic Trust
Pennsylvania
$276K +$20.2K +143 +8%
AFGAS
839
Allegiance Financial Group Advisory Services
Virginia
$276K +$425 +3 +0.1%
MA
840
Montag & Associates
Georgia
$275K +$1.13K +8 +0.4%
APP
841
Avantax Planning Partners
Iowa
$275K +$4.25K +30 +2%
CNBT
842
Canandaigua National Bank & Trust
New York
$275K +$287K +2,027 New
SWM
843
Segment Wealth Management
Texas
$274K
CA
844
Calton & Associates
Florida
$274K +$425 +3 +0.1%
UPS
845
UHLMANN PRICE SECURITIES
Illinois
$273K +$425 +3 +0.1%
WC
846
Wexford Capital
Florida
$273K +$285K +2,015 New
CPIG
847
Chicago Partners Investment Group
Illinois
$273K -$24.3K -172 -9%
JSA
848
Jacobson & Schmitt Advisors
Wisconsin
$273K -$26.3K -186 -8%
FWP
849
FAS Wealth Partners
Kansas
$273K +$425 +3 +0.1%
FAM
850
Formidable Asset Management
Ohio
$272K +$298K +2,103 New