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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1101
FSM Wealth Advisors
Ohio
$238K +$7.09K +98 +3%
BAM
1102
BOS Asset Management
Illinois
$238K +$231K +3,190 New
AO
1103
Advisor OS
Illinois
$235K +$229K +3,161 New
PPC
1104
Park Place Capital
Alabama
$235K +$228K +3,157 New
MWA
1105
Meridian Wealth Advisors
Texas
$233K -$19.9K -275 -8%
SB
1106
Simmons Bank
Arkansas
$233K -$35.2K -486 -13%
SIG
1107
Sky Investment Group
Connecticut
$230K -$16.3K -225 -7%
BFG
1108
Berger Financial Group
Minnesota
$229K -$7.23K -100 -3%
JWBC
1109
J.W. Burns & Co
New York
$229K -$30.7K -425 -12%
APP
1110
Avantax Planning Partners
Iowa
$228K +$7.96K +110 +4%
WR
1111
WD Rutherford
Oregon
$228K -$121K -1,679 -35%
SIA
1112
SkyView Investment Advisors
New Jersey
$228K -$16.9K -234 -7%
AMM
1113
American Money Management
California
$227K – – –
PWA
1114
Physician Wealth Advisors
Utah
$226K +$173K +2,389 New
SRC
1115
Sage Rhino Capital
California
$226K +$219K +3,032 New
CGA
1116
Crescent Grove Advisors
Illinois
$225K +$217K +3,004 New
KFP
1117
KB Financial Partners
New Jersey
$224K -$18.2K -252 -8%
NSIM
1118
North Star Investment Management
Illinois
$224K +$217K +3,000 +42,857%
JE
1119
JMAC Enterprises
Pennsylvania
$224K – – –
TC
1120
Tairen Capital
Hong Kong
$223K +$217K +3,000 New
CT
1121
Cambridge Trust
Massachusetts
$223K – – –
C1AG
1122
Client 1st Advisory Group
Florida
$222K – – –
P
1123
Palladiem
Pennsylvania
$222K – – –
BOS
1124
Bank of Stockton
California
$222K – – –
RWP
1125
RWA Wealth Partners
Massachusetts
$221K +$196K +2,703 New