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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
876
Avidian Wealth Enterprises
Texas
$343K +$131K +275 +58%
SS
877
STG Securities
New York
$341K +$354K +743 New
FPAS
878
Focus Partners Advisor Solutions
Missouri
$340K -$365K -765 -51%
KA
879
Kovack Advisors
Florida
$340K +$78.2K +164 +29%
TA
880
TFB Advisors
Kansas
$340K +$41K +86 +13%
CRC
881
Curi RMB Capital
Illinois
$338K +$351K +736 New
WPP
882
Whalerock Point Partners
Rhode Island
$337K – – –
FWP
883
Forefront Wealth Partners
Texas
$336K -$24.8K -52 -7%
RCA
884
Resonant Capital Advisors
Wisconsin
$335K +$20K +42 +6%
NB
885
Nicolet Bankshares
Wisconsin
$334K -$28.1K -59 -8%
SFS
886
Sowell Financial Services
Arkansas
$330K -$21.9K -46 -6%
KWA
887
Kingswood Wealth Advisors
California
$330K -$18.6K -39 -5%
MGWM
888
Marks Group Wealth Management
Minnesota
$328K -$160K -336 -32%
WIM
889
WealthPlan Investment Management
Nebraska
$327K +$45.3K +95 +15%
AIM
890
Avity Investment Management
Connecticut
$326K – – –
AGC
891
Aspen Grove Capital
Colorado
$326K +$63.9K +134 +23%
AF
892
Atala Financial
California
$326K +$123K +257 +57%
AWM
893
AE Wealth Management
Kansas
$325K +$87.7K +184 +35%
LMFP
894
Larry Mathis Financial Planning
Arizona
$325K -$34.3K -72 -9%
AIM
895
Anchor Investment Management
South Carolina
$324K -$643K -1,348 -66%
GCM
896
Greenland Capital Management
New York
$321K -$1.78M -3,739 -84%
SL
897
Sentinus LLC
Illinois
$321K +$92K +193 +38%
FFN
898
Focus Financial Network
Minnesota
$320K -$21.9K -46 -6%
PW
899
PUREfi Wealth
Massachusetts
$317K +$10K +21 +3%
CP
900
CenterBook Partners
Connecticut
$316K -$5.64M -11,835 -94%
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36
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