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American Financial Group
AFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
426
Atlantic Union Bankshares
Virginia
$29.4K – – –
CCWM
427
Cassaday & Co Wealth Management
Virginia
$28K – – –
LC
428
Lavaca Capital
Texas
$28K +$26.5K +200 New
PTC
429
Private Trust Company
Ohio
$27.7K -$3.98K -30 -13%
ABWM
430
Alpine Bank Wealth Management
Colorado
$25.9K +$24.5K +185 New
MWM
431
Mosley Wealth Management
California
$25.1K -$73.9K -557 -76%
SIC
432
SJS Investment Consulting
Ohio
$24.1K +$19.6K +148 +617%
WETS
433
Wealth Enhancement Trust Services
South Dakota
$22.3K +$21.1K +159 New
CFO
434
CVA Family Office
Colorado
$21.7K +$2.25K +17 +12%
TWD
435
True Wealth Design
Ohio
$21.7K +$16.4K +124 +400%
TCM
436
Triumph Capital Management
Colorado
$21K – – –
BWA
437
Basecamp Wealth Advisors
Washington
$18.8K +$796 +6 +5%
CT
438
Clearstead Trust
Maine
$18.1K – – –
VCM
439
Versant Capital Management
Arizona
$15.7K +$6.63K +50 +81%
OAG
440
Oakmont Advisory Group
New Mexico
$13K +$12.3K +93 New
CPG
441
Cornerstone Planning Group
New Jersey
$12.9K – – –
CFM
442
Compass Financial Management
Florida
$12.6K +$11.9K +90 New
MCM
443
Manchester Capital Management
Vermont
$12.2K – – –
AIM
444
Axiom Investment Management
New York
$11.2K +$10.6K +80 New
PWPS
445
Pinnacle Wealth Planning Services
Ohio
$11.1K +$265 +2 +3%
ZBNA
446
Zions Bancorporation, National Association
Utah
$10.9K – – –
MWA
447
Miller Wealth Advisors
Colorado
$10.5K – – –
HWP
448
Highline Wealth Partners
California
$9.8K +$1.72K +13 +23%
OCWP
449
Owl Creek Wealth Partners
Colorado
$9.52K – – –
FA
450
Fedenia Advisers
Wisconsin
$9.52K +$9.02K +68 New
16 17
18
19 20