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Name Holding Trade Value Shares
Change
Change in
Stake
AGC
226
Aspen Grove Capital
Colorado
$365K +$3.46K +364 +1%
IAA
227
Independent Advisor Alliance
North Carolina
$362K +$129K +13,561 +61%
LCWP
228
Legacy Capital Wealth Partners
Arkansas
$357K -$8.03K -845 -2%
AC
229
AlphaCore Capital
California
$356K -$108K -11,360 -24%
EWA
230
EverSource Wealth Advisors
Alabama
$354K +$80.6K +8,477 +32%
FPL
231
Fortress Private Ledger
North Carolina
$349K -$47K -4,944 -13%
AFG
232
Atomi Financial Group
New York
$349K +$5.69K +599 +2%
NRC
233
New Republic Capital
North Carolina
$338K +$222K +23,338 +230%
DT
234
Diversified Trust
Tennessee
$332K +$101K +10,574 +47%
SAM
235
Smartleaf Asset Management
Massachusetts
$332K +$32.7K +3,439 +12%
IAS
236
Insigneo Advisory Services
Florida
$327K +$1.45K +153 +0.5%
FFM
237
Forum Financial Management
Illinois
$325K +$190 +20 +0.1%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$315K +$171K +17,991 +136%
MGWM
239
Marks Group Wealth Management
Minnesota
$315K -$8.56K -901 -3%
ASN
240
Advisory Services Network
Georgia
$312K +$128K +13,464 +77%
MGCM
241
Mane Global Capital Management
New York
$311K +$293K +30,795 New
FHC
242
First Horizon Corporation
Tennessee
$309K +$61.5K +6,474 +27%
DWM
243
Defined Wealth Management
Oregon
$296K -$1.41K -148 -0.5%
LI
244
Lafayette Investments
Maryland
$294K
DWT
245
Dorsey & Whitney Trust
South Dakota
$290K +$39.1K +4,114 +17%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$277K +$106K +11,133 +69%
CIC
247
Chilton Investment Company
Connecticut
$273K
BFG
248
Bleakley Financial Group
New Jersey
$273K +$256K +26,960 New
PMSA
249
Patrick M. Sweeney & Associates
Illinois
$272K -$219K -23,000 -46%
SWM
250
Seed Wealth Management
Illinois
$269K