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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
576
Atomi Financial Group
New York
$401K +$67K +3,980 +20%
PWM
577
Perigon Wealth Management
California
$393K -$217K -12,880 -36%
ZBNA
578
Zions Bancorporation, National Association
Utah
$391K +$46K +2,731 +13%
AG
579
Ascent Group
Virginia
$390K -$8.13K -483 -2%
DA
580
Doliver Advisors
Texas
$389K -$10.9K -650 -3%
TC
581
TwinBeech Capital
New York
$386K -$7.48M -444,355 -95%
WPC
582
Wedmont Private Capital
Pennsylvania
$385K +$3.13K +186 +0.8%
IGAM
583
iA Global Asset Management
Quebec, Canada
$384K -$153K -9,100 -28%
FRM
584
Fox Run Management
Connecticut
$383K +$383K +22,770 New
MOS
585
MGO One Seven
Ohio
$379K -$46.4K -2,757 -11%
CHAM
586
Clear Harbor Asset Management
Connecticut
$378K – – –
FWP
587
Family Wealth Partners
North Carolina
$378K -$64.2K -3,817 -15%
RFP
588
Root Financial Partners
California
$377K +$117K +6,962 +45%
IFWM
589
Institute for Wealth Management
Colorado
$374K -$37.4K -2,222 -9%
Truist Financial
590
Truist Financial
North Carolina
$372K -$418K -24,864 -53%
LWA
591
LifeGoal Wealth Advisors
New York
$370K -$7.79K -463 -2%
TWD
592
True Wealth Design
Ohio
$370K -$30.5K -1,815 -8%
ALAM
593
Asahi Life Asset Management
Japan
$368K +$368K +21,890 New
CAM
594
Cidel Asset Management
Ontario, Canada
$365K +$53.5K +3,179 +17%
HAIM
595
Hunter Associates Investment Management
Pennsylvania
$361K -$4.56K -271 -1%
ACA
596
Aptus Capital Advisors
Alabama
$358K -$48.4K -2,879 -12%
KAS
597
Kestra Advisory Services
Texas
$355K -$16.3K -967 -4%
CI
598
Cigna Investments
Connecticut
$350K – – –
SW
599
Simplicity Wealth
New Jersey
$348K +$114K +6,784 +49%
S
600
SignatureFD
Georgia
$347K +$98K +5,826 +39%