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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$214K +$217K +15,450 New
Cerity Partners
302
Cerity Partners
New York
$213K +$216K +15,350 New
PA
303
Parallel Advisors
California
$209K -$19.1K -1,360 -8%
HH
304
Hilltop Holdings
Texas
$209K -$5.49K -390 -3%
DWM
305
Dorchester Wealth Management
Quebec, Canada
$208K +$24.6K +1,750 +13%
AA
306
Ancora Advisors
Ohio
$208K +$139K +9,850 +191%
PP
307
Peconic Partners
New York
$208K +$141K +10,000 +200%
WF
308
Welch & Forbes
Massachusetts
$201K – – –
CAW
309
Cornerstone Advisors (Washington)
Washington
$192K – – –
FFW
310
Fusion Family Wealth
New York
$183K – – –
GT
311
Glenmede Trust
Pennsylvania
$167K +$171K +12,120 New
FGC
312
Financial Gravity Companies
Texas
$164K +$135K +9,620 New
APA
313
American Portfolios Advisors
New York
$162K +$51.4K +3,650 +45%
BAM
314
Belpointe Asset Management
Nevada
$150K -$595K -42,300 -80%
PCP
315
Proficio Capital Partners
Massachusetts
$149K +$10.4K +740 +7%
SIAS
316
Shine Investment Advisory Services
Colorado
$148K -$3.1K -220 -2%
BWL
317
Bogart Wealth LLC
Virginia
$141K +$144K +10,200 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$127K +$58K +4,120 +82%
OAM
319
Oppenheimer Asset Management
New York
$127K +$129K +9,170 New
ER
320
Enlightenment Research
Florida
$125K +$127K +9,000 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$118K +$12.7K +900 +12%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$106K +$63.3K +4,500 +143%
NCGI
323
Next Century Growth Investors
Minnesota
$101K +$103K +7,320 New
NFG
324
Next Financial Group
Texas
$100K +$70.8K +5,030 +232%
Group One Trading
325
Group One Trading
Illinois
$96K +$97.1K +6,900 New