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American Financial Group
AFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
476
Cornerstone Financial Management
Massachusetts
$3.42K +$3.43K +25 New
HNB
477
Huntington National Bank
Ohio
$3.28K +$2.33K +17 +243%
LI
478
LRI Investments
Florida
$3.14K – – –
AWM
479
Activest Wealth Management
Florida
$3.14K +$3.16K +23 New
PWMG
480
Private Wealth Management Group
New Jersey
$2.87K – – –
WA
481
WPG Advisers
Maryland
$2.73K -$3.84K -28 -58%
DPW
482
DiNuzzo Private Wealth
Pennsylvania
$2.6K – – –
RWM
483
Rialto Wealth Management
New York
$2.32K +$274 +2 +13%
HNW
484
High Note Wealth
Minnesota
$2.19K +$2.19K +16 New
MAM
485
Marquette Asset Management
Minnesota
$2.19K +$2.19K +16 New
OC
486
Optima Capital
Oregon
$2.19K +$2.19K +16 New
OAJ
487
Ogorek Anthony Joseph
New York
$2K – – –
S
488
Sachetta
Massachusetts
$1.91K – – –
CFO
489
CVA Family Office
Colorado
$1.91K +$549 +4 +40%
Q1WB
490
Quest 10 Wealth Builders
Virginia
$1.78K +$1.78K +13 New
AA
491
Addison Advisors
Vermont
$1.5K +$549 +4 +57%
CH
492
Cromwell Holdings
Wyoming
$1.5K – – –
SIC
493
SJS Investment Consulting
Ohio
$1.37K +$137 +1 +11%
TWD
494
True Wealth Design
Ohio
$1.31K +$137 +1 +11%
VWA
495
Valued Wealth Advisors
Utah
$1.24K +$549 +4 +80%
SEP
496
Signature Equity Partners
Ohio
$1.23K +$1.24K +9 New
TPBG
497
Turning Point Benefit Group
Maryland
$1.23K +$1.24K +9 New
SC
498
SouthState Corp
Florida
$1.09K -$686 -5 -38%
BHWM
499
Bay Harbor Wealth Management
Maryland
$1.09K +$274 +2 +33%
NA
500
Networth Advisors
Pennsylvania
$1.09K +$1.1K +8 New
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