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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
$506K +$5.1K +95 +1%
ODG
702
O'Dell Group
Ohio
$504K +$15.8K +295 +3%
GCP
703
GSA Capital Partners
United Kingdom
$500K +$70.8K +1,320 +18%
ATPW
704
Ashton Thomas Private Wealth
Arizona
$500K +$12.8K +238 +3%
MWM
705
Mindset Wealth Management
Indiana
$499K +$467K +8,700 New
AWA
706
Aaron Wealth Advisors
Illinois
$497K +$136K +2,529 +41%
PIAS
707
PCA Investment Advisory Services
Ohio
$496K -$2.04K -38 -0.4%
FFM
708
Forum Financial Management
Illinois
$496K -$107 -2 -0%
CIP
709
Convergence Investment Partners
Florida
$493K +$461K +8,597 New
APA
710
Astoria Portfolio Advisors
New York
$487K +$38K +709 +9%
JBA
711
Johnson Bixby & Associates
Washington
$486K
RCM
712
Raleigh Capital Management
North Carolina
$486K +$55.4K +1,033 +14%
WC
713
Waterloo Capital
Texas
$481K +$451K +8,399 New
HTC
714
Haverford Trust Company
Pennsylvania
$476K +$30.1K +562 +7%
WANY
715
Wealthspire Advisors (New York)
New York
$470K +$28.9K +538 +7%
FRA
716
Frank Rimerman Advisors
California
$469K +$429 +8 +0.1%
DC
717
Davenport & Co
Virginia
$463K -$2.25K -42 -0.5%
WWM
718
WJ Wealth Management
Arizona
$460K
FNT
719
First National Trust
Pennsylvania
$457K -$1.99K -37 -0.5%
STA
720
Summit Trail Advisors
New York
$457K +$74K +1,379 +21%
BAM
721
Blueshift Asset Management
New Jersey
$457K +$428K +7,973 New
BEI
722
Benjamin Edwards Inc
Missouri
$456K +$427K +7,965 New
AF
723
Advisornet Financial
Minnesota
$455K +$966 +18 +0.2%
FAM
724
Formidable Asset Management
Ohio
$454K -$51.8K -965 -11%
FFS
725
Founders Financial Securities
Maryland
$453K -$45.4K -847 -10%