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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1076
Stone Summit Wealth
Florida
$325K -$33.8K -622 -9%
SFG
1077
SevenBridge Financial Group
Pennsylvania
$324K
KC
1078
Knuff & Co
California
$324K +$14.9K +275 +5%
FAIM
1079
Financial Advocates Investment Management
Washington
$322K +$68.4K +1,259 +26%
TA
1080
Tectonic Advisors
Texas
$322K +$1.41K +26 +0.4%
NPA
1081
Nichols & Pratt Advisers
Massachusetts
$321K
CSC
1082
Caldwell Sutter Capital
California
$320K
ST
1083
Sentinel Trust
Texas
$320K
VVP
1084
Venture Visionary Partners
Ohio
$320K -$191K -3,517 -36%
RIA
1085
Regal Investment Advisors
Michigan
$319K -$7.34K -135 -2%
IWA
1086
Icon Wealth Advisors
Texas
$318K +$332K +6,117 New
AP
1087
Appleton Partners
Massachusetts
$317K
C
1088
Certuity
Florida
$316K +$109K +2,013 +49%
RPCONE
1089
Retirement Planning Company of New England
Rhode Island
$314K +$29K +533 +10%
TLP
1090
Trinity Legacy Partners
Texas
$312K
MFS
1091
Mirabella Financial Services
United Kingdom
$312K +$77.6K +1,427 +31%
WHRC
1092
W.H. Reaves & Co
New Jersey
$312K +$109K +2,000 +50%
LSAG
1093
Lake Street Advisors Group
New Hampshire
$312K -$282K -5,187 -47%
GL
1094
Graypoint LLC
New York
$312K -$151K -2,778 -32%
ST
1095
Smithfield Trust
Pennsylvania
$311K
SIG
1096
Sargent Investment Group
Maryland
$309K +$2.72K +50 +0.8%
KFGK
1097
Keystone Financial Group (Kentucky)
Kentucky
$306K -$4.4K -81 -1%
SOS
1098
Silver Oak Securities
Tennessee
$305K +$175K +3,224 +122%
AAS
1099
Ameritas Advisory Services
Nebraska
$304K -$22.7K -417 -6%
FOA
1100
Five Oceans Advisors
California
$304K