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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1226
Foundations Investment Advisors
Arizona
$427K +$67.3K +937 +20%
KAS
1227
KPP Advisory Services
Kentucky
$427K +$398K +5,547 New
FA
1228
FDx Advisors
Illinois
$425K -$387K -5,388 -49%
DWP
1229
Daymark Wealth Partners
Ohio
$424K -$111K -1,548 -22%
CH
1230
Canton Hathaway
Rhode Island
$423K – – –
BWP
1231
Balboa Wealth Partners
Arizona
$419K +$390K +5,439 New
SG
1232
StoneX Group
New York
$418K -$10.8K -151 -3%
CIA
1233
Choate Investment Advisors
Massachusetts
$417K -$188K -2,622 -33%
CB
1234
Cadence Bank
Mississippi
$417K – – –
AFA
1235
American Financial Advisors
Georgia
$412K – – –
OL
1236
OneFund LLC
Florida
$408K -$7.54K -105 -2%
CICI
1237
Capital Investment Counsel Inc
North Carolina
$404K – – –
SFP
1238
Sweet Financial Partners
Minnesota
$400K -$244K -3,401 -40%
BCM
1239
BluePointe Capital Management
California
$399K -$359 -5 -0.1%
CBA
1240
Coastal Bridge Advisors
Connecticut
$397K – – –
LC
1241
Lindbrook Capital
California
$396K +$89.2K +1,242 +32%
CCMG
1242
Clark Capital Management Group
Pennsylvania
$396K +$47.4K +661 +15%
IA
1243
Insight Advisors
Pennsylvania
$395K -$2.44K -34 -0.7%
ESB
1244
Essex Savings Bank
Connecticut
$388K – – –
MSFS
1245
Main Street Financial Solutions
Pennsylvania
$387K +$17.3K +241 +5%
SCM
1246
Sterneck Capital Management
Missouri
$387K -$64.6K -900 -15%
AA
1247
Ancora Advisors
Ohio
$383K +$5.38K +75 +2%
PGFC
1248
Peapack-Gladstone Financial Corp
New Jersey
$381K +$79K +1,100 +28%
RCG
1249
Regatta Capital Group
California
$377K +$17.1K +238 +5%
HFS
1250
Howard Financial Services
Texas
$376K +$4.81K +67 +1%
48 49
50
51 52