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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Summit Wealth Partners
Florida
$216K +$210K +3,716 New
WAAG
202
Wealth Alliance Advisory Group
Kansas
$212K +$207K +3,654 New
GVAG
203
Great Valley Advisor Group
Delaware
$205K +$200K +3,528 New
KWA
204
Kingswood Wealth Advisors
California
$204K -$25.4K -448 -11%
ACI
205
Alpha Cubed Investments
California
$204K +$199K +3,512 New
FHA
206
Flagship Harbor Advisors
Massachusetts
$204K +$199K +3,510 New
RIS
207
Retirement Income Solutions
Michigan
$203K +$198K +3,500 New
ME
208
McIlrath & Eck
Washington
$199K +$194K +3,429 New
WSFS
209
Wilmington Savings Fund Society
Delaware
$179K
AIM
210
Anchor Investment Management
South Carolina
$174K
CA
211
Clearstead Advisors
Ohio
$166K +$79.2K +1,400 +95%
IA
212
IFP Advisors
Florida
$166K +$23.7K +419 +17%
SIC
213
Salem Investment Counselors
North Carolina
$155K
FFA
214
Farther Finance Advisors
California
$128K +$19.5K +344 +19%
NA
215
NewEdge Advisors
Louisiana
$126K +$170 +3 +0.1%
IWA
216
Icon Wealth Advisors
Texas
$119K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$118K +$60.5K +1,069 +110%
FMTCOCP
218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116K
CFB
219
Cullen/Frost Bankers
Texas
$114K +$14K +248 +15%
APW
220
Aventura Private Wealth
Florida
$111K
EWA
221
EverSource Wealth Advisors
Alabama
$109K
RMC
222
Resources Management Corp
Connecticut
$103K -$11.3K -200 -10%
FRA
223
Front Row Advisors
California
$78.4K
Barclays
224
Barclays
United Kingdom
$72.6K -$26.3M -464,768 -100%
GWSG
225
GPS Wealth Strategies Group
Colorado
$72.2K +$8.49K +150 +14%