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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1051
Lake Street Advisors Group
New Hampshire
$396K +$62.2K +1,233 +21%
AFG
1052
Atomi Financial Group
New York
$396K +$110K +2,176 +43%
AUB
1053
Atlantic Union Bankshares
Virginia
$396K -$32.7K -649 -8%
ACI
1054
Alpha Cubed Investments
California
$395K +$168K +3,333 +86%
IFWM
1055
Institute for Wealth Management
Colorado
$393K -$807 -16 -0.2%
FIM
1056
Freedom Investment Management
Connecticut
$391K -$46.4K -921 -11%
WSCM
1057
Wellington Shields Capital Management
New York
$390K -$58K -1,150 -14%
CANC
1058
Culbertson A N & Co
Virginia
$388K -$10.6K -210 -3%
MLA
1059
My Legacy Advisors
Oregon
$387K +$93.8K +1,860 +36%
RB
1060
Rodgers Brothers
Pennsylvania
$387K
WHRC
1061
W.H. Reaves & Co
New Jersey
$384K +$50.4K +1,000 +17%
ANTB
1062
AMG National Trust Bank
Colorado
$384K -$40.7K -808 -10%
SMA
1063
Sage Mountain Advisors
Georgia
$383K +$28.2K +560 +9%
AC
1064
Avestar Capital
New York
$382K +$350K +6,942 New
FVWA
1065
Foster Victor Wealth Advisors
South Carolina
$382K
RCA
1066
Resonant Capital Advisors
Wisconsin
$381K +$23.6K +469 +7%
CAL
1067
Capital Analysts LLC
Pennsylvania
$379K +$87.1K +1,727 +33%
RFP
1068
Roth Financial Partners
Texas
$378K
CBT
1069
Central Bank & Trust
Kentucky
$378K +$57.3K +1,137 +20%
HNB
1070
Hilltop National Bank
Wyoming
$377K +$347K +6,877 New
IDBONY
1071
Israel Discount Bank of New York
New York
$370K -$227K -4,498 -40%
CIS
1072
Custom Index Systems
New York
$369K +$73.8K +1,464 +28%
AGP
1073
Autumn Glory Partners
Texas
$369K +$40.8K +810 +14%
CPA
1074
Court Place Advisors
Maryland
$364K -$35.3K -700 -10%
EWA
1075
Exencial Wealth Advisors
Oklahoma
$361K -$17.1K -340 -5%