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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
2051
Strategic Wealth Partners
Ohio
$395K +$178K +626 +70%
DFG
2052
Demars Financial Group
Washington
$394K -$24.1K -85 -5%
MW
2053
Marcum Wealth
Ohio
$394K -$1.99K -7 -0.5%
UAS
2054
United Asset Strategies
New York
$391K -$9.93K -35 -2%
TCWM
2055
Total Clarity Wealth Management
Illinois
$391K +$60.7K +214 +17%
FA
2056
Fortis Advisors
Pennsylvania
$390K
SIC
2057
Samalin Investment Counsel
New York
$389K -$567 -2 -0.1%
CFO
2058
Collective Family Office
Pennsylvania
$388K +$2.84K +10 +0.7%
Walleye Capital
2059
Walleye Capital
New York
$387K -$2.78M -9,800 -87%
FIA
2060
Foundations Investment Advisors
Arizona
$387K -$13.3K -47 -3%
MFS
2061
Madrona Financial Services
Washington
$386K -$284 -1 -0.1%
FH
2062
FWG Holdings
Florida
$386K +$68.7K +242 +19%
BCM
2063
Blume Capital Management
California
$385K +$70.9K +250 +20%
FOA
2064
Five Oceans Advisors
California
$384K +$419K +1,477 New
CPC
2065
Consolidated Planning Corp
Georgia
$383K
RPGK
2066
Retirement Planning Group (Kansas)
Kansas
$383K +$418K +1,474 New
WAG
2067
Winthrop Advisory Group
Massachusetts
$382K +$53.6K +189 +15%
CH
2068
Canton Hathaway
Rhode Island
$381K +$132K +465 +47%
GWAG
2069
Garrett Wealth Advisory Group
Texas
$380K
CT
2070
Columbia Trust
Oregon
$380K +$7.09K +25 +2%
EGA
2071
E&G Advisors
Texas
$380K +$415K +1,462 New
CIC
2072
Crawford Investment Counsel
Georgia
$379K +$23.3K +82 +6%
SW
2073
StrongBox Wealth
Missouri
$378K
CYG
2074
Clean Yield Group
Vermont
$378K +$70.9K +250 +21%
EA
2075
Elm Advisors
California
$377K -$42.6K -150 -9%