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American Financial Group
AFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Clearstead Advisors
Ohio
$29.5K +$25.5K +192 +1,011%
AUB
427
Atlantic Union Bankshares
Virginia
$29.4K – – –
CCWM
428
Cassaday & Co Wealth Management
Virginia
$28K – – –
LC
429
Lavaca Capital
Texas
$28K +$26.5K +200 New
PTC
430
Private Trust Company
Ohio
$27.7K -$3.98K -30 -13%
ABWM
431
Alpine Bank Wealth Management
Colorado
$25.9K +$24.5K +185 New
MWM
432
Mosley Wealth Management
California
$25.1K -$73.9K -557 -76%
SIC
433
SJS Investment Consulting
Ohio
$24.1K +$19.6K +148 +617%
WETS
434
Wealth Enhancement Trust Services
South Dakota
$22.3K +$21.1K +159 New
CFO
435
CVA Family Office
Colorado
$21.7K +$2.25K +17 +12%
TWD
436
True Wealth Design
Ohio
$21.7K +$16.4K +124 +400%
TCM
437
Triumph Capital Management
Colorado
$21K – – –
BWA
438
Basecamp Wealth Advisors
Washington
$18.8K +$796 +6 +5%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$18.5K – – –
CT
440
Clearstead Trust
Maine
$18.1K – – –
VCM
441
Versant Capital Management
Arizona
$15.7K +$6.63K +50 +81%
OAG
442
Oakmont Advisory Group
New Mexico
$13K +$12.3K +93 New
CPG
443
Cornerstone Planning Group
New Jersey
$12.9K – – –
CFM
444
Compass Financial Management
Florida
$12.6K +$11.9K +90 New
MCM
445
Manchester Capital Management
Vermont
$12.2K – – –
AIM
446
Axiom Investment Management
New York
$11.2K +$10.6K +80 New
PWPS
447
Pinnacle Wealth Planning Services
Ohio
$11.1K +$265 +2 +3%
ZBNA
448
Zions Bancorporation, National Association
Utah
$10.9K – – –
MWA
449
Miller Wealth Advisors
Colorado
$10.5K – – –
BIM
450
Bullseye Investment Management
Ohio
$9.8K – – –
16 17
18
19 20