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American Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
NIT
326
NumerixS Investment Technologies
British Columbia, Canada
$191K +$190K +1,700 New
FWM
327
Focused Wealth Management
New York
$180K +$78.3K +700 +78%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$145K
BC
329
Bartlett & Co
Ohio
$132K
BCWM
330
Bartlett & Co Wealth Management
Ohio
$132K +$131K +1,173 New
POIA
331
Pin Oak Investment Advisors
Texas
$126K
Fuller & Thaler Asset Management
332
Fuller & Thaler Asset Management
California
$123K
APP
333
Avantax Planning Partners
Iowa
$117K +$117K +1,042 New
C
334
Cerebellum
California
$115K
GWM
335
Geneos Wealth Management
Colorado
$114K
SO
336
STRS Ohio
Ohio
$105K -$3.47K -31 -3%
AG
337
Advisor Group
Arizona
$98K +$5.82K +52 +6%
S
338
SignatureFD
Georgia
$97K +$96.2K +860 New
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$95K +$6.04K +54 +7%
LWM
340
Lenox Wealth Management
Ohio
$91K +$15.5K +139 +21%
National Pension Service
341
National Pension Service
South Korea
$82K +$29.9K +267 +58%
PA
342
Parallel Advisors
California
$81K
SWP
343
Stratos Wealth Partners
Ohio
$65K +$35.3K +316 +121%
PWM
344
Perigon Wealth Management
California
$64K
CAC
345
Certified Advisory Corp
Florida
$51K
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$49K -$2.57K -23 -5%
LGWM
347
Litman Gregory Wealth Management
California
$42K +$41.9K +375 New
SNT
348
Security National Trust
West Virginia
$40K
AIL
349
AGF Investments LLC
Ontario, Canada
$37K +$15.8K +141 +75%
RFC
350
Regions Financial Corp
Alabama
$34K -$6.71K -60 -17%