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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
876
Nations Financial Group
Iowa
$459K +$29.2K +200 +6%
XWM
877
Xcel Wealth Management
Florida
$457K -$282K -1,930 -37%
RM
878
Resource Management
Louisiana
$457K +$10.2K +70 +2%
WJWM
879
Williams Jones Wealth Management
New York
$457K +$35.1K +240 +8%
DG
880
DMC Group
Alabama
$455K +$815K +5,580 New
PNC
881
Park National Corp
Ohio
$453K -$1.46K -10 -0.3%
DWA
882
Douglass Winthrop Advisors
New York
$450K
ISL
883
Ingalls & Snyder LLC
New York
$450K +$70.1K +480 +17%
BL
884
Balentine LLC
Georgia
$450K +$478K +3,270 New
CA
885
CV Advisors
Florida
$448K +$475K +3,250 New
AWA
886
Arkadios Wealth Advisors
Georgia
$445K +$58.4K +400 +14%
AWM
887
Alterna Wealth Management
Texas
$444K +$471K +3,220 New
RCM
888
RB Capital Management
Nevada
$442K +$32.1K +220 +7%
Rafferty Asset Management
889
Rafferty Asset Management
New York
$442K +$153K +1,050 +49%
AWM
890
Accurate Wealth Management
Florida
$440K
AP
891
Adero Partners
California
$438K -$11.7K -80 -2%
AGP
892
Autumn Glory Partners
Texas
$437K +$463K +3,170 New
CCA
893
Column Capital Advisors
Indiana
$433K +$93.5K +640 +26%
JGC
894
J. Goldman & Co
New York
$431K +$457K +3,130 New
KWM
895
Kolinsky Wealth Management
New Jersey
$431K +$457K +3,130 New
WAM
896
Weatherly Asset Management
California
$430K -$14.6K -100 -3%
OPWM
897
Oakwell Private Wealth Management
Texas
$430K +$19K +130 +4%
IA
898
IFP Advisors
Florida
$427K -$203K -1,390 -31%
MWM
899
Mattern Wealth Management
Kansas
$427K +$1.46K +10 +0.3%
OFG
900
Oxford Financial Group
Indiana
$427K +$453K +3,100 New