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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
876
Allegheny Financial Group
Pennsylvania
$302K +$307K +4,306 New
CAG
877
Crestwood Advisors Group
Massachusetts
$301K +$3.78K +53 +1%
TFM
878
TFC Financial Management
Massachusetts
$301K +$1.57K +22 +0.5%
CA
879
Continuum Advisory
Idaho
$300K -$2.64K -37 -0.9%
QPWM
880
Quadrant Private Wealth Management
Pennsylvania
$300K +$6.21K +87 +2%
APWM
881
Argonautica Private Wealth Management
Massachusetts
$299K – – –
CIA
882
Choate Investment Advisors
Massachusetts
$297K -$214 -3 -0.1%
GM
883
GeoWealth Management
Illinois
$296K +$90.7K +1,271 +43%
DWM
884
Drive Wealth Management
Utah
$296K +$10.1K +141 +3%
AFG
885
Atomi Financial Group
New York
$296K +$69.5K +974 +30%
GA
886
Geller Advisors
New York
$296K -$928 -13 -0.3%
KA
887
Kovack Advisors
Florida
$295K +$143 +2 +0%
MHS
888
M Holdings Securities
Oregon
$295K +$300K +4,205 New
TPWA
889
TRUE Private Wealth Advisors
Oregon
$294K -$19.7K -276 -6%
GLLW
890
Graves Light Lenhart Wealth
Virginia
$294K – – –
CFP
891
Catalyst Financial Partners
Massachusetts
$293K +$13.5K +189 +5%
CNBT
892
Canandaigua National Bank & Trust
New York
$293K -$62K -868 -17%
AO
893
Advisor OS
Illinois
$291K -$46.7K -654 -14%
WA
894
Wealth Alliance
New York
$290K -$11.4K -160 -4%
BC
895
Brookfield Corp
Ontario, Canada
$290K – – –
AC
896
Avestar Capital
New York
$290K +$19.8K +278 +7%
AC
897
AlphaCore Capital
California
$290K +$295K +4,131 New
CPRC
898
Consolidated Portfolio Review Corp
New York
$290K +$295K +4,127 New
GWP
899
Gen-Wealth Partners
Michigan
$289K -$43.1K -604 -13%
PIA
900
Pinion Investment Advisors
Kansas
$289K -$95.9K -1,343 -25%