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Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$243K – – –
PFA
202
Perryman Financial Advisory
Texas
$242K +$226K +3,732 New
SWP
203
Summit Wealth Partners
Florida
$241K +$225K +3,716 New
Northern Trust
204
Northern Trust
Illinois
$241K -$38.6K -637 -15%
TWP
205
Tyche Wealth Partners
Texas
$241K +$225K +3,705 New
PWM
206
Partners Wealth Management
California
$240K +$224K +3,696 New
WAAG
207
Wealth Alliance Advisory Group
Kansas
$237K +$222K +3,654 New
GVAG
208
Great Valley Advisor Group
Delaware
$237K +$221K +3,640 New
SAW
209
Signal Advisors Wealth
Michigan
$231K +$216K +3,556 New
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$230K +$215K +3,540 New
DC
211
Davenport & Co
Virginia
$230K +$215K +3,540 New
AA
212
Armis Advisers
Georgia
$227K +$197K +3,250 New
GWP
213
Gateway Wealth Partners
Wisconsin
$227K +$212K +3,500 New
ESBC
214
E.S. Barr & Co
Kentucky
$227K +$212K +3,500 New
EFG
215
Ethos Financial Group
Pennsylvania
$217K – – –
XF
216
XML Financial
Maryland
$214K -$147K -2,428 -42%
LWA
217
Legacy Wealth Advisors
Florida
$213K +$199K +3,284 New
AIA
218
Arrow Investment Advisors
Maryland
$208K +$194K +3,205 New
CWP
219
Cyndeo Wealth Partners
Florida
$206K +$192K +3,171 New
NCM
220
Novare Capital Management
North Carolina
$204K +$190K +3,140 New
AIM
221
Anchor Investment Management
South Carolina
$195K – – –
ANBT
222
American National Bank & Trust
Texas
$193K -$12.1K -200 -6%
ASN
223
Advisory Services Network
Georgia
$184K +$172K +2,835 New
HI
224
Harbour Investments
Wisconsin
$181K +$68.3K +1,126 +68%
SPIA
225
Steward Partners Investment Advisory
New York
$176K -$364 -6 -0.2%