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Name Holding Trade Value Shares
Change
Change in
Stake
S
301
Storgate
Texas
$698K +$15K +322 +2%
VSQM
302
V-Square Quantitative Management
Illinois
$697K
AA
303
AlphaCentric Advisors
Puerto Rico
$693K +$36.7K +788 +6%
AHL
304
Abel Hall LLC
Louisiana
$692K +$312K +6,688 +87%
AWM
305
Athena Wealth Management
Nevada
$680K +$245K +5,259 +59%
KMWM
306
Keudell/Morrison Wealth Management
Oregon
$679K +$83.7K +1,795 +15%
CA
307
Clearstead Advisors
Ohio
$677K +$4.71K +101 +0.7%
BFG
308
Beacon Financial Group
Texas
$674K +$19.4K +416 +3%
MCM
309
MAI Capital Management
Ohio
$670K +$238K +5,113 +58%
MA
310
Mezzasalma Advisors
New Jersey
$656K +$57.3K +1,230 +10%
CW
311
Code Waechter
Florida
$650K -$43.7K -937 -6%
CFG
312
Cooper Financial Group
California
$644K +$113K +2,432 +22%
AFP
313
Ausdal Financial Partners
Iowa
$642K +$621K +13,328 New
BWM
314
BKM Wealth Management
Wisconsin
$641K +$126K +2,700 +25%
AFG
315
Atomi Financial Group
New York
$641K -$158K -3,381 -20%
LF
316
Lantz Financial
Illinois
$635K +$135K +2,886 +28%
AFW
317
Avantra Family Wealth
Pennsylvania
$630K -$10.4K -224 -2%
VCM
318
Versant Capital Management
Arizona
$626K +$137K +2,938 +29%
SWP
319
Stratos Wealth Partners
Ohio
$624K +$66.3K +1,423 +12%
EI
320
Ellevest Inc
New York
$616K +$42.1K +902 +8%
PPC
321
Park Place Capital
Alabama
$603K +$199K +4,266 +52%
BP
322
Ballentine Partners
Massachusetts
$603K -$16K -343 -3%
ASBI
323
American State Bank (Iowa)
Iowa
$599K +$17.4K +374 +3%
ONB
324
Old National Bancorp
Indiana
$598K +$63.8K +1,369 +12%
JFG
325
Jefferies Financial Group
New York
$596K +$121K +2,604 +27%