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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
751
Salem Investment Counselors
North Carolina
$182K – – –
FHA
752
First Horizon Advisors
Tennessee
$181K +$108K +1,741 +129%
AIC
753
Archer Investment Corporation
Indiana
$176K – – –
BWA
754
BDO Wealth Advisors
Florida
$173K – – –
BWP
755
Baldwin Wealth Partners
Massachusetts
$169K – – –
AIL
756
AGF Investments LLC
Ontario, Canada
$168K -$30.1K -486 -15%
RMC
757
Resources Management Corp
Connecticut
$168K – – –
RWA
758
RGT Wealth Advisors
Texas
$162K +$171K +2,750 New
SWM
759
Scissortail Wealth Management
Oklahoma
$162K +$171K +2,761 New
CT
760
Cambridge Trust
Massachusetts
$159K +$168K +2,714 New
FWM
761
Focused Wealth Management
New York
$158K -$162K -2,611 -49%
NFSG
762
Newbridge Financial Services Group
Florida
$157K +$114K +1,838 +219%
MGIM
763
M&G Investment Management
United Kingdom
$154K -$197K -3,178 -0.1%
SC
764
SouthState Corp
Florida
$151K +$110K +1,766 +219%
FPS
765
Fieldpoint Private Securities
Connecticut
$149K – – –
MAM
766
Mystic Asset Management
Rhode Island
$148K +$157K +2,526 New
FA
767
Fortis Advisors
Pennsylvania
$147K – – –
DMBA
768
Deseret Mutual Benefit Administrators
Utah
$142K -$17.8K -287 -11%
IUHSA
769
Itau Unibanco Holding S.A.
Brazil
$138K +$147K +2,368 New
FNBOSM
770
First National Bank of South Miami
Florida
$137K +$27.9K +450 +24%
PFBT
771
Parkside Financial Bank & Trust
Missouri
$131K -$45.6K -735 -25%
GWSG
772
GPS Wealth Strategies Group
Colorado
$129K +$186 +3 +0.1%
CFD
773
Creative Financial Designs
Indiana
$128K -$4.59K -74 -3%
TWM
774
Tradition Wealth Management
Minnesota
$123K +$372 +6 +0.3%
EW
775
Evoke Wealth
California
$123K +$1.86K +30 +1%
29 30
31
32 33