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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1226
Atomi Financial Group
New York
$324K +$34.8K +120 +11%
DWM
1227
Dakota Wealth Management
Florida
$324K -$264K -910 -44%
TPCW
1228
TD Private Client Wealth
New York
$324K -$1.74K -6 -0.5%
AFWM
1229
AMJ Financial Wealth Management
Virginia
$324K +$344K +1,183 New
KA
1230
Kozak & Associates
Colorado
$322K +$4.07K +14 +1%
FFWM
1231
Future Financial Wealth Management
Ohio
$322K -$21.8K -75 -6%
IRAG
1232
Investment Research & Advisory Group
Georgia
$320K – – –
MPM
1233
MBB Public Markets
Illinois
$320K -$4.7M -16,190 -93%
IP
1234
Intellectus Partners
California
$319K – – –
CCFM
1235
Clear Creek Financial Management
Washington
$319K -$8.13K -28 -2%
BFC
1236
Bedel Financial Consulting
Indiana
$318K +$1.45K +5 +0.4%
HA
1237
Herold Advisors
New York
$317K – – –
OWP
1238
Obermeyer Wealth Partners
Colorado
$317K – – –
PSP
1239
Pacific Sage Partners
Washington
$316K +$29K +100 +9%
SFP
1240
Sweet Financial Partners
Minnesota
$316K -$1.16K -4 -0.3%
WI
1241
Wedgewood Investors
Pennsylvania
$316K – – –
PF
1242
Penney Financial
Texas
$315K -$3.77K -13 -1%
GLA
1243
Great Lakes Advisors
Illinois
$315K +$871 +3 +0.3%
HI
1244
Hendershot Investments
Virginia
$314K – – –
KFA
1245
Kapstone Financial Advisors
Ohio
$311K -$7.84K -27 -2%
BAM
1246
BOS Asset Management
Illinois
$309K – – –
BWM
1247
BigSur Wealth Management
Florida
$308K – – –
HFRG
1248
Houlihan Financial Resource Group
Virginia
$308K – – –
ICM
1249
IMS Capital Management
Oregon
$307K – – –
SAG
1250
SageView Advisory Group
California
$307K -$132K -453 -29%
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