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Name Holding Trade Value Shares
Change
Change in
Stake
AC
901
Allstate Corporation
Illinois
$221K +$15K +98 +7%
MG
902
Marex Group
$219K +$221K +1,443 New
OAM
903
Occidental Asset Management
California
$218K +$219K +1,436 New
CI
904
CX Institutional
Indiana
$217K +$6.26K +41 +3%
NF
905
Nvest Financial
New Hampshire
$217K +$219K +1,432 New
HEIP
906
Hudson Edge Investment Partners
New Jersey
$217K -$304K -1,992 -58%
LSPW
907
Lake Street Private Wealth
Illinois
$216K -$6.11K -40 -3%
RVPG
908
Relative Value Partners Group
$216K +$217K +1,422 New
CIA
909
Choate Investment Advisors
Massachusetts
$215K +$1.38K +9 +0.6%
SC
910
Sapient Capital
Indiana
$215K
IAN
911
Integrated Advisors Network
Texas
$215K -$838K -5,481 -79%
FAIM
912
Financial Advocates Investment Management
Washington
$213K -$5.04K -33 -2%
GIM
913
Guild Investment Management
California
$212K -$214K -1,400 -50%
FCM
914
Fourpath Capital Management
Oklahoma
$212K +$2.6K +17 +1%
CWM
915
Chemistry Wealth Management
New York
$212K
AG
916
Ascent Group
Virginia
$211K +$213K +1,391 New
CH
917
Cromwell Holdings
Wyoming
$211K +$212K +1,389 New
SGI
918
Summit Global Investments
Utah
$210K -$6.42K -42 -3%
JPWM
919
Jamison Private Wealth Management
Georgia
$210K -$306 -2 -0.1%
SP
920
Stonebrook Private
Michigan
$209K +$211K +1,380 New
KFA
921
Kelleher Financial Advisors
New York
$209K +$211K +1,379 New
RFO
922
RiverGlades Family Offices
Florida
$208K
RFG
923
Range Financial Group
Oregon
$207K +$917 +6 +0.4%
FWI
924
Facet Wealth Inc
Maryland
$203K -$3.36K -22 -1%
CP
925
Canopy Partners
Ohio
$195K -$6.11K -40 -3%