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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
926
Harbor Investment Advisory
Maryland
$206K +$61.4K +674 +41%
DFS
927
Dixon Fnancial Services
California
$206K
FNBSF
928
First National Bank Sioux Falls
South Dakota
$205K
MMA
929
Miracle Mile Advisors
California
$203K +$210K +2,304 New
AWE
930
Avidian Wealth Enterprises
Texas
$203K +$820 +9 +0.4%
CIS
931
Custom Index Systems
New York
$203K
PCG
932
Prosperity Consulting Group
Maryland
$203K -$522K -5,734 -71%
AWM
933
Angeles Wealth Management
California
$202K +$208K +2,279 New
ONB
934
Old National Bancorp
Indiana
$202K
CWP
935
Curated Wealth Partners
California
$200K +$206K +2,266 New
BWA
936
Basecamp Wealth Advisors
Washington
$200K +$206K +2,263 New
WSFS
937
Wilmington Savings Fund Society
Delaware
$195K
TPCW
938
TD Private Client Wealth
New York
$191K +$9.74K +107 +5%
HPC
939
HM Payson & Co
Maine
$189K
AG
940
AmeriFlex Group
Nevada
$179K -$22.9K -252 -11%
NRG
941
Nemes Rush Group
Michigan
$178K +$1.91K +21 +1%
IA
942
IFP Advisors
Florida
$174K -$1.59M -17,454 -90%
CT
943
Caldwell Trust
Florida
$174K
BTI
944
Blue Trust Inc
Georgia
$170K -$10.7K -117 -6%
HWA
945
Heritage Wealth Advisors
Virginia
$168K -$12.7K -140 -7%
MO
946
McMillan Office
Michigan
$168K +$173K +1,900 New
AF
947
Advisornet Financial
Minnesota
$161K +$6.01K +66 +4%
OL
948
OneFund LLC
Florida
$161K +$10K +110 +6%
CH
949
Cromwell Holdings
Wyoming
$157K
WTA
950
Washington Trust Advisors
Massachusetts
$153K -$7.83K -86 -5%