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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
251
Atomi Financial Group
New York
$238K +$70.9K +7,330 +48%
LSAG
252
Lake Street Advisors Group
New Hampshire
$237K +$11.1K +1,143 +5%
RP
253
Riverbridge Partners
Minnesota
$233K
LNWTC
254
Laird Norton Wetherby Trust Company
Washington
$231K
OPA
255
Old Port Advisors
Maine
$229K -$22.3K -2,307 -10%
PCS
256
Personal CFO Solutions
New Jersey
$228K -$16.7K -1,731 -7%
SI
257
Seeds Investor
New York
$227K +$7.18K +743 +4%
FCG
258
Fielder Capital Group
Tennessee
$226K +$2.9K +300 +1%
KFGK
259
Keystone Financial Group (Kentucky)
Kentucky
$225K +$1.97K +204 +1%
Bessemer Group
260
Bessemer Group
New Jersey
$223K +$3.48K +360 +2%
LFA
261
Legacy Financial Advisors
Kentucky
$221K +$9.37K +969 +5%
ASG
262
Ariston Services Group
California
$219K
AC
263
AlphaCore Capital
California
$219K
FAIM
264
Financial Advocates Investment Management
Washington
$219K -$73.9K -7,642 -27%
MW
265
Marcum Wealth
Ohio
$218K +$3.58K +370 +2%
FRA
266
Frank Rimerman Advisors
California
$216K -$170K -17,604 -46%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$216K +$68.7K +7,105 +53%
KCM
268
Kathmere Capital Management
Pennsylvania
$215K +$197K +20,355 New
FFM
269
Forum Financial Management
Illinois
$213K +$851 +88 +0.4%
MC
270
Moors & Cabot
Massachusetts
$213K +$7.25K +750 +4%
AWM
271
Apollon Wealth Management
South Carolina
$211K -$6.96K -720 -3%
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$210K +$42.3K +4,379 +28%
CSPIA
273
Cary Street Partners Investment Advisory
Virginia
$209K -$102K -10,596 -35%
ONB
274
Old National Bancorp
Indiana
$208K -$1.49K -154 -0.8%
PA
275
Parallel Advisors
California
$206K +$30.8K +3,186 +20%