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Name Holding Trade Value Shares
Change
Change in
Stake
OFO
1626
OneAscent Family Office
Alabama
$304K +$291K +892 New
SIC
1627
Samalin Investment Counsel
New York
$304K -$12.4K -38 -4%
BG
1628
Bahl & Gaynor
Ohio
$304K +$71.8K +220 +33%
AG
1629
AlTi Global
New York
$303K +$290K +888 New
FFN
1630
Focus Financial Network
Minnesota
$303K -$128K -393 -31%
GPW
1631
Genesis Private Wealth
Virginia
$303K +$979 +3 +0.3%
NPAN
1632
Northeast Planning Associates NH
New Hampshire
$303K
BFC
1633
Bedel Financial Consulting
Indiana
$303K
SFSG
1634
Sound Financial Strategies Group
Mississippi
$302K +$1.96K +6 +0.7%
AF
1635
Aviso Financial
Ontario, Canada
$301K +$16.6K +51 +6%
CFWMA
1636
Center for Wealth Management Advisory
Ohio
$300K +$8.48K +26 +3%
5NPW
1637
55 North Private Wealth
Florida
$300K +$64.6K +198 +29%
Hudson Bay Capital Management
1638
Hudson Bay Capital Management
Connecticut
$300K +$287K +880 New
BMO
1639
Beck Mack & Oliver
New York
$299K
NEPPG
1640
New England Professional Planning Group
Rhode Island
$299K
EIM
1641
Ervin Investment Management
Washington
$298K +$66.9K +205 +31%
RCM
1642
Requisite Capital Management
Texas
$297K
AP
1643
Americana Partners
Texas
$297K -$106K -324 -27%
TCM
1644
Traynor Capital Management
Pennsylvania
$297K +$4.89K +15 +2%
LJAC
1645
L.J. Altfest & Co
New York
$296K -$2.28K -7 -0.8%
SWASL
1646
Spartan Wealth Advisory Services LLC
Michigan
$294K -$2.28K -7 -0.8%
ACP
1647
Aviance Capital Partners
Florida
$294K
AGWCA
1648
Annis Gardner Whiting Capital Advisors
Florida
$293K +$23.2K +71 +9%
PSP
1649
Principal Street Partners
Tennessee
$293K
FSAG
1650
Financial Solutions Advisory Group
Illinois
$293K +$3.26K +10 +1%