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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
326
Great Valley Advisor Group
Delaware
$297K -$698 -5 -0.2%
FIM
327
Freedom Investment Management
Connecticut
$295K +$17.7K +127 +6%
HI
328
Harrington Investments
California
$281K
SC
329
Shay Capital
New York
$280K +$279K +2,000 New
RCAG
330
Rehmann Capital Advisory Group
Michigan
$276K +$2.79K +20 +1%
BWP
331
Baldwin Wealth Partners
Massachusetts
$269K +$6.7K +48 +3%
CAN
332
Cetera Advisor Networks
California
$267K -$2.65K -19 -1%
CI
333
CX Institutional
Indiana
$266K
OFS
334
OneAscent Financial Services
Alabama
$266K +$265K +1,896 New
EH
335
Equitable Holdings
New York
$264K
SFG
336
SevenBridge Financial Group
Pennsylvania
$264K +$23.7K +170 +10%
KP
337
Keel Point
Alabama
$263K -$13.1K -94 -5%
HPC
338
HM Payson & Co
Maine
$263K
JFA
339
JNBA Financial Advisors
Minnesota
$262K
CHAM
340
Clear Harbor Asset Management
Connecticut
$260K
SFO
341
Stokes Family Office
Louisiana
$259K -$34.8K -249 -12%
Bessemer Group
342
Bessemer Group
New Jersey
$258K +$12.6K +90 +5%
LCM
343
LCM Capital Management
Illinois
$257K +$7.68K +55 +3%
PAM
344
Panagora Asset Management
Massachusetts
$256K
PP
345
PDS Planning
Ohio
$255K -$12.7K -91 -5%
HNB
346
Huntington National Bank
Ohio
$255K +$4.05K +29 +2%
RC
347
RegentAtlantic Capital
New Jersey
$255K +$5.72K +41 +2%
EM
348
ELCO Management
New York
$252K
HFAS
349
Hummer Financial Advisory Services
Illinois
$252K
PCG
350
Private Capital Group
Connecticut
$250K -$18.6K -133 -7%