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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Atomi Financial Group
New York
$955K +$60.8K +724 +8%
DAS
452
Dynamic Advisor Solutions
Arizona
$954K -$2.1K -25 -0.2%
GEM
453
Global Endowment Management
North Carolina
$947K +$52.3K +623 +6%
BAM
454
Byrne Asset Management
New Jersey
$943K +$854K +10,168 New
GA
455
Geller Advisors
New York
$929K +$841K +10,019 New
ACL
456
Applied Capital LLC
Florida
$916K +$829K +9,873 New
DWM
457
Diversify Wealth Management
Utah
$915K +$45.3K +540 +6%
CL
458
Choreo LLC
Illinois
$909K +$110K +1,309 +15%
SFA
459
Sequoia Financial Advisors
Ohio
$894K +$169K +2,010 +26%
CM
460
CastleKnight Management
New York
$890K
MYAM
461
Meiji Yasuda Asset Management
Japan
$887K +$3.36K +40 +0.4%
GCC
462
Guardian Capital (Canada)
Ontario, Canada
$882K
MC
463
Machina Capital
France
$871K +$789K +9,396 New
RJT
464
Raymond James Trust
Florida
$866K +$140K +1,670 +22%
PMAM
465
Picton Mahoney Asset Management
Ontario, Canada
$853K -$1.34M -15,900 -63%
Wealth Enhancement Advisory Services
466
Wealth Enhancement Advisory Services
Minnesota
$842K +$57.4K +683 +8%
QCG
467
Quadrant Capital Group
Ohio
$837K -$5.96K -71 -0.8%
MYIA
468
Mount Yale Investment Advisors
Colorado
$835K +$27.4K +326 +4%
OTL
469
Oak Thistle LLC
New York
$823K +$745K +8,872 New
DADC
470
D.A. Davidson & Co
Montana
$813K +$180K +2,144 +32%
SEC
471
Seven Eight Capital
New York
$812K -$3.35M -39,886 -82%
AF
472
Allworth Financial
California
$809K +$30K +357 +4%
BWM
473
Buckley Wealth Management
Nevada
$807K +$19.4K +231 +3%
FIM
474
Freedom Investment Management
Connecticut
$804K -$88.6K -1,055 -11%
FB
475
Fulton Bank
Pennsylvania
$803K +$105K +1,256 +17%