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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
2051
Syntegra Private Wealth Group
Missouri
$206K +$290 +3 +0.1%
RWA
2052
Redhawk Wealth Advisors
Minnesota
$206K -$5.32K -55 -2%
AT
2053
Avalon Trust
New Mexico
$206K -$58K -600 -21%
RFA
2054
ROI Financial Advisors
Oregon
$206K -$100K -1,034 -31%
CLOS
2055
Compagnie Lombard Odier SCmA
Switzerland
$204K +$122K +1,260 +129%
RF
2056
Rossby Financial
Florida
$204K +$217K +2,239 New
ES
2057
ETF Store
Kansas
$204K +$1.06K +11 +0.5%
VBFP
2058
Valtinson Bruner Financial Planning
Minnesota
$204K +$5.13K +53 +2%
HCA
2059
Horan Capital Advisors
Ohio
$204K -$70.6K -730 -25%
CF
2060
Cantor Fitzgerald
New York
$203K +$215K +2,226 New
KC
2061
Kinloch Capital
Virginia
$203K – – –
RFN
2062
Redwood Financial Network
Ohio
$202K -$2.71K -28 -1%
BWL
2063
Bogart Wealth LLC
Virginia
$202K -$22.8K -236 -10%
VSQM
2064
V-Square Quantitative Management
Illinois
$202K -$9.29K -96 -4%
PGIM
2065
Pacific Global Investment Management
California
$201K -$2.92M -30,159 -93%
ATFA
2066
All Terrain Financial Advisors
Minnesota
$201K – – –
AIC
2067
Archer Investment Corporation
Indiana
$201K -$9.87K -102 -4%
ORAM
2068
One River Asset Management
Connecticut
$200K +$5.9K +61 +3%
PK
2069
Pflug Koory
Nebraska
$200K – – –
NRWA
2070
North Ridge Wealth Advisors
Oregon
$196K -$7.64K -79 -4%
HDIM
2071
Hanson & Doremus Investment Management
Vermont
$193K -$51.5K -532 -20%
BSC
2072
Brown Shipley & Co
United Kingdom
$191K – – –
CFG
2073
CKW Financial Group
Hawaii
$190K – – –
HBT
2074
Hills Bank & Trust
Iowa
$190K +$3.19K +33 +2%
MMCM
2075
Murphy & Mullick Capital Management
New York
$188K +$200K +2,063 New