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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1951
Quadrant Private Wealth Management
Pennsylvania
$258K -$13.6K -185 -5%
RWPA
1952
Richard W. Paul & Associates
Michigan
$258K -$3.96K -54 -1%
VA
1953
Valmark Advisers
Ohio
$257K +$22.2K +303 +9%
NG
1954
Novem Group
New York
$256K -$842K -11,480 -76%
MCC
1955
Money Concepts Capital
Florida
$255K +$260K +3,539 New
MGAM
1956
McGowan Group Asset Management
Texas
$255K – – –
SLC
1957
Second Line Capital
Louisiana
$254K -$17K -232 -6%
OC
1958
OceanIQ Capital
California
$253K +$236K +3,225 New
TS
1959
Tamar Securities
California
$253K +$29K +396 +13%
BFA
1960
Beacon Financial Advisory
Ohio
$253K -$3.74K -51 -1%
AF
1961
Arrow Financial
New York
$253K +$257K +3,502 New
QFA
1962
Quattro Financial Advisors
Texas
$253K +$257K +3,500 New
IP
1963
Ignite Planners
California
$252K +$2.35K +32 +0.9%
ATS
1964
Ashton Thomas Securities
New York
$252K -$427K -5,819 -67%
TWM
1965
Trueblood Wealth Management
Ohio
$251K +$880 +12 +0.3%
HA
1966
Herold Advisors
New York
$250K +$254K +3,458 New
JCM
1967
Jacobsen Capital Management
Utah
$250K -$10.1K -138 -4%
ELM
1968
Elite Life Management
Florida
$249K +$220 +3 +0.1%
CG
1969
Corundum Group
Colorado
$249K +$23.8K +324 +10%
MCC
1970
Malaga Cove Capital
California
$249K -$147 -2 -0.1%
FSA
1971
Fort Sheridan Advisors
Illinois
$248K +$11K +150 +5%
FMWA
1972
Forvis Mazars Wealth Advisors
Missouri
$248K +$20.2K +276 +9%
IWN
1973
Independent Wealth Network
Iowa
$247K +$14.9K +203 +6%
MFFIA
1974
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$245K – – –
W
1975
WealthCollab
Washington
$245K – – –