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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
Atomi Financial Group
New York
$535K +$114K +2,703 +28%
FOA
202
Five Oceans Advisors
California
$532K
SWS
203
SYSTM Wealth Solutions
Illinois
$528K -$40.9K -968 -7%
GCM
204
Gallacher Capital Management
Colorado
$524K -$2.37K -56 -0.5%
EAM
205
Eagle Asset Management
Florida
$523K -$128K -3,022 -20%
BFG
206
Bleakley Financial Group
New Jersey
$523K +$66.5K +1,574 +15%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$521K +$49.6K +1,173 +11%
CG
208
Caprock Group
Idaho
$521K +$20.5K +486 +4%
SW
209
Simplicity Wealth
New Jersey
$521K +$508K +12,028 New
SG
210
StoneX Group
New York
$514K +$502K +11,866 New
ACM
211
Aquatic Capital Management
Illinois
$511K -$12.7K -300 -2%
KPWS
212
Kestra Private Wealth Services
Texas
$510K +$24.2K +572 +5%
AWA
213
Aaron Wealth Advisors
Illinois
$510K +$180K +4,247 +56%
SGA
214
Strategic Global Advisors
California
$506K -$2.37K -56 -0.5%
NG
215
Norden Group
Utah
$502K +$490K +11,599 New
CA
216
Clearstead Advisors
Ohio
$499K
SC
217
Syon Capital
California
$496K +$52.3K +1,237 +12%
CHP
218
Cable Hill Partners
Oregon
$493K
GI
219
Gradient Investments
Minnesota
$476K -$46.7K -1,105 -9%
PWG
220
Portside Wealth Group
Utah
$471K +$2.62K +62 +0.6%
FAIM
221
Financial Advocates Investment Management
Washington
$462K +$7.65K +181 +2%
LNC
222
Lincoln National Corp
Pennsylvania
$458K +$145K +3,431 +48%
Kovitz Investment Group Partners
223
Kovitz Investment Group Partners
Illinois
$437K +$427K +10,105 New
SW
224
SVB Wealth
Massachusetts
$427K +$50.2K +1,188 +14%
1WA
225
180 Wealth Advisors
Washington
$425K +$3.55K +84 +0.9%