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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
Clearstead Advisors
Ohio
$4.49K – – –
MSG
177
Main Street Group
Virginia
$3.36K – – –
BFS
178
Bare Financial Services
Pennsylvania
$2.83K +$3.51K +211 New
APFP
179
Action Point Financial Planning
Michigan
$2.83K +$3.53K +212 New
HI
180
Harbour Investments
Wisconsin
$2.75K – – –
MB
181
MidFirst Bank
Oklahoma
$2.67K – – –
NSIM
182
North Star Investment Management
Illinois
$2.66K +$1.67K +100 +102%
MWA
183
Medallion Wealth Advisors
Connecticut
$2.65K – – –
BBHC
184
Brown Brothers Harriman & Co
New York
$2.47K – – –
PWA
185
Physician Wealth Advisors
Utah
$2.43K +$233 +14 +8%
CPG
186
Cornerstone Planning Group
New Jersey
$2.38K – – –
BIA
187
Bell Investment Advisors
California
$2.28K -$2.4K -144 -46%
RF
188
Rossby Financial
Florida
$2.28K – – –
WTA
189
Washington Trust Advisors
Massachusetts
$1.91K -$2.7K -162 -53%
TWD
190
True Wealth Design
Ohio
$1.58K +$1.56K +94 +392%
SCM
191
Sterling Capital Management
North Carolina
$1.24K – – –
HWP
192
Highline Wealth Partners
California
$994 – – –
RWM
193
Raffa Wealth Management
District of Columbia
$927 – – –
NS
194
NBC Securities
Alabama
$926 – – –
KFA
195
Kelleher Financial Advisors
New York
$914 +$1.13K +68 New
JWM
196
JPL Wealth Management
Colorado
$887 +$150 +9 +16%
SWM
197
SHP Wealth Management
Massachusetts
$752 +$266 +16 +40%
IA
198
IFP Advisors
Florida
$631 -$3.6K -216 -82%
SPIA
199
Steward Partners Investment Advisory
New York
$515 +$633 +38 New
CFM
200
Cornerstone Financial Management
Massachusetts
$483 -$483 -29 -45%
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