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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
876
Atomi Financial Group
New York
$246K -$23.6K -500 -8%
KP
877
Keel Point
Alabama
$246K +$35.3K +750 +16%
CT
878
Clearstead Trust
Maine
$245K +$4.71K +100 +2%
BAAM
879
Baker Avenue Asset Management
California
$243K +$254K +5,395 New
Empower Advisory Group
880
Empower Advisory Group
Colorado
$242K +$6.32K +134 +3%
MCM
881
Mitchell Capital Management
Kansas
$239K -$57.5K -1,221 -19%
NW
882
NewEdge Wealth
Pennsylvania
$236K +$11.6K +246 +5%
PTC
883
Petrus Trust Company
Texas
$236K -$73.9K -1,567 -23%
GRP
884
Global Retirement Partners
California
$236K -$16.8K -356 -6%
BFS
885
Bradley Foster & Sargent
Connecticut
$235K +$246K +5,226 New
BFO
886
Boston Family Office
Massachusetts
$234K
TWP
887
Triad Wealth Partners
Kansas
$234K -$55.3K -1,174 -18%
PP
888
PDS Planning
Ohio
$234K +$11.4K +242 +5%
SCP
889
Sender Company & Partners
New York
$233K +$244K +5,183 New
FMLI
890
Fukoku Mutual Life Insurance
Japan
$233K
PM
891
Pembroke Management
Quebec, Canada
$232K +$243K +5,158 New
ST
892
Spinnaker Trust
Maine
$230K -$2.88K -61 -1%
CCA
893
Checchi Capital Advisers
California
$230K -$106K -2,239 -30%
WIA
894
World Investment Advisors
California
$227K +$518 +11 +0.2%
WA
895
Wealth Alliance
New York
$225K -$28.9K -613 -11%
CCI
896
Credit Capital Investments
New Jersey
$225K
IFG
897
Independent Financial Group
California
$224K +$234K +4,971 New
GDP
898
Great Diamond Partners
Maine
$224K
MMA
899
Miracle Mile Advisors
California
$222K +$32.4K +687 +16%
EFSCE
900
Enterprise Financial Services Corp (EFSC)
Missouri
$220K -$144K -3,065 -39%