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Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Clearstead Advisors
Ohio
$383K +$10.8K +55 +3%
RBC
652
Romano Brothers & Co
Illinois
$381K
MSA
653
MUFG Securities Americas
New York
$380K +$396K +2,026 New
NP
654
Nilsine Partners
Colorado
$379K +$76.5K +391 +24%
SB
655
Strategic Blueprint
Georgia
$377K +$185K +946 +89%
AFG
656
Atomi Financial Group
New York
$373K +$65.7K +336 +20%
HWA
657
Heritage Wealth Advisors
Virginia
$371K
FCI
658
Financial Counselors Inc
Kansas
$370K -$161K -821 -29%
BFS
659
BridgePort Financial Solutions
Iowa
$370K +$368K +1,884 New
TSWM
660
Triangle Securities Wealth Management
North Carolina
$370K
TPI
661
Trust Point Inc
Wisconsin
$367K +$11.5K +59 +3%
RIG
662
Renaissance Investment Group
Massachusetts
$366K
BP
663
Ballentine Partners
Massachusetts
$365K +$15.6K +80 +4%
HT
664
Heritage Trust
Oklahoma
$363K +$378K +1,933 New
KWM
665
Keebeck Wealth Management
Illinois
$362K +$20.9K +107 +6%
SCA
666
Snowden Capital Advisors
New York
$361K -$1.37K -7 -0.4%
PCM
667
Parsons Capital Management
Rhode Island
$357K +$54K +276 +17%
CWM
668
Compass Wealth Management
Connecticut
$356K
WC
669
Wynn Capital
Georgia
$355K
HI
670
Horizon Investments
North Carolina
$353K +$2.93K +15 +0.8%
AG
671
Ascent Group
Virginia
$351K -$43.4K -222 -11%
CC
672
Centiva Capital
New York
$349K +$364K +1,860 New
Empower Advisory Group
673
Empower Advisory Group
Colorado
$347K -$35.4K -181 -9%
EGA
674
Eagle Global Advisors
Texas
$346K
SI
675
Stephens Inc
Arkansas
$341K