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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Mission Wealth Management
California
$209K -$38.4K -422 -15%
HIA
927
Harbor Investment Advisory
Maryland
$206K +$61.4K +674 +41%
DFS
928
Dixon Fnancial Services
California
$206K – – –
FNBSF
929
First National Bank Sioux Falls
South Dakota
$205K – – –
MMA
930
Miracle Mile Advisors
California
$203K +$210K +2,304 New
AWE
931
Avidian Wealth Enterprises
Texas
$203K +$820 +9 +0.4%
CIS
932
Custom Index Systems
New York
$203K – – –
PCG
933
Prosperity Consulting Group
Maryland
$203K -$522K -5,734 -71%
AWM
934
Angeles Wealth Management
California
$202K +$208K +2,279 New
ONB
935
Old National Bancorp
Indiana
$202K – – –
CWP
936
Curated Wealth Partners
California
$200K +$206K +2,266 New
BWA
937
Basecamp Wealth Advisors
Washington
$200K +$206K +2,263 New
WSFS
938
Wilmington Savings Fund Society
Delaware
$195K – – –
TPCW
939
TD Private Client Wealth
New York
$191K +$9.74K +107 +5%
HPC
940
HM Payson & Co
Maine
$189K – – –
AG
941
AmeriFlex Group
Nevada
$179K -$22.9K -252 -11%
NRG
942
Nemes Rush Group
Michigan
$178K +$1.91K +21 +1%
IA
943
IFP Advisors
Florida
$174K -$1.59M -17,454 -90%
CT
944
Caldwell Trust
Florida
$174K – – –
BTI
945
Blue Trust Inc
Georgia
$170K -$10.7K -117 -6%
HWA
946
Heritage Wealth Advisors
Virginia
$168K -$12.7K -140 -7%
MO
947
McMillan Office
Michigan
$168K +$173K +1,900 New
AF
948
Advisornet Financial
Minnesota
$161K +$6.01K +66 +4%
OL
949
OneFund LLC
Florida
$161K +$10K +110 +6%
CH
950
Cromwell Holdings
Wyoming
$157K – – –