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Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$719K +$600K +12,423 +442%
KFSC
302
Keystone Financial Services (Colorado)
Colorado
$710K +$37.2K +771 +5%
GWMR
303
GC Wealth Management RIA
Massachusetts
$696K +$6.85K +142 +1%
BFS
304
Bard Financial Services
Connecticut
$695K
ACA
305
American Capital Advisory
Idaho
$685K -$29.3K -607 -4%
AFG
306
Atomi Financial Group
New York
$682K -$66.7K -1,383 -9%
MWP
307
Meriwether Wealth & Planning
Louisiana
$678K +$19.6K +407 +3%
GWM
308
Geneos Wealth Management
Colorado
$664K -$90.2K -1,869 -12%
AAM
309
AR Asset Management
California
$661K +$193K +4,000 +40%
ONB
310
Old National Bancorp
Indiana
$659K +$68.3K +1,415 +11%
BRWA
311
B. Riley Wealth Advisors
Florida
$655K -$45K -932 -6%
BFG
312
Beacon Financial Group
Texas
$653K -$2.17K -45 -0.3%
CCC
313
Chelsea Counsel Company
California
$649K -$24.1K -500 -4%
BHPW
314
Beverly Hills Private Wealth
California
$642K -$138K -2,865 -17%
VSQM
315
V-Square Quantitative Management
Illinois
$640K
AIM
316
Aigen Investment Management
New York
$637K +$652K +13,502 New
PA
317
Profund Advisors
Maryland
$635K -$159K -3,302 -20%
BP
318
Ballentine Partners
Massachusetts
$635K -$303K -6,281 -32%
SWP
319
Stratos Wealth Partners
Ohio
$634K +$648K +13,422 New
AFW
320
Avantra Family Wealth
Pennsylvania
$631K +$6.13K +127 +1%
EI
321
Ellevest Inc
New York
$628K -$100K -2,080 -14%
QI
322
Qtron Investments
Massachusetts
$621K -$184K -3,805 -22%
SG Americas Securities
323
SG Americas Securities
New York
$620K -$98.3K -2,036 -13%
CPWA
324
Cerro Pacific Wealth Advisors
California
$613K -$205K -4,250 -25%
HNB
325
Hilltop National Bank
Wyoming
$612K -$35.5K -736 -5%