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Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
501
Houlihan Financial Resource Group
Virginia
$31K +$26K +650 New
NICM
502
Neo Ivy Capital Management
New York
$31K +$29.8K +745 New
VFA
503
Valeo Financial Advisors
Indiana
$30K -$32.2K -806 -53%
RFA
504
Reilly Financial Advisors
California
$29K -$8.56K -214 -23%
AF
505
Allworth Financial
California
$29K +$120 +3 +0.4%
AW
506
Avion Wealth
Texas
$27K
CFB
507
Cullen/Frost Bankers
Texas
$26K -$47.5K -1,188 -66%
BWA
508
Burt Wealth Advisors
Maryland
$26K
SFS
509
Sowell Financial Services
Arkansas
$25K -$4.6K -115 -16%
JFA
510
JNBA Financial Advisors
Minnesota
$24K
MWP
511
Meridian Wealth Partners
Pennsylvania
$24K +$280 +7 +1%
Federated Hermes
512
Federated Hermes
Pennsylvania
$23K -$4.32K -108 -17%
BCA
513
Berman Capital Advisors
Georgia
$22K -$320 -8 -1%
HFM
514
Harvest Fund Management
China
$21K -$193K -4,815 -91%
IRC
515
Investors Research Corp
Georgia
$21K
SWM
516
Selective Wealth Management
Virginia
$21K +$40 +1 +0.2%
PWMG
517
Prestige Wealth Management Group
New Jersey
$20K
GI
518
Gradient Investments
Minnesota
$20K +$2K +50 +11%
CI
519
CX Institutional
Indiana
$19K +$9.32K +233 +102%
WLPWM
520
Walled Lake Planning & Wealth Management
Illinois
$17K -$150K -3,762 -90%
IBOK
521
Independence Bank of Kentucky
Kentucky
$17K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$17K +$2K +50 +13%
CCM
523
Chiron Capital Management
Florida
$17K +$16K +400 New
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$17K +$16K +400 New
IRAG
525
Investment Research & Advisory Group
Georgia
$16K