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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Augustine Asset Management
Florida
$234K
HighTower Advisors
152
HighTower Advisors
Illinois
$221K +$105K +30,532 +96%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$214K -$7.99K -2,335 -4%
WA
154
Wealthstream Advisors
New York
$211K +$7.51K +2,195 +4%
AFG
155
Atomi Financial Group
New York
$209K +$65.8K +19,219 +48%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$207K +$70.4K +20,575 +54%
FG
157
Foster Group
Iowa
$207K +$7.28K +2,126 +4%
VT
158
Vise Technologies
New York
$189K +$111K +32,438 +154%
MYIA
159
Mount Yale Investment Advisors
Colorado
$188K +$182K +53,187 New
AWM
160
Aprio Wealth Management
Georgia
$185K +$75.9K +22,163 +73%
GWM
161
Gitterman Wealth Management
New Jersey
$183K +$12.6K +3,681 +8%
Bessemer Group
162
Bessemer Group
New Jersey
$179K
PA
163
Profund Advisors
Maryland
$173K -$2.16K -632 -1%
Mitsubishi UFJ Trust & Banking
164
Mitsubishi UFJ Trust & Banking
Japan
$171K -$22.5K -6,572 -12%
BA
165
BIP Alliance
Georgia
$170K +$164K +47,941 New
GM
166
GeoWealth Management
Illinois
$155K +$113K +32,890 +298%
TC
167
TownSquare Capital
Utah
$152K +$3K +875 +2%
CWM
168
Cherrydale Wealth Management
New Jersey
$146K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$144K -$3.15K -920 -2%
DWM
170
Drive Wealth Management
Utah
$135K +$3.67K +1,071 +3%
X
171
Xponance
Pennsylvania
$133K +$6.28K +1,834 +5%
NI
172
Natural Investments
California
$132K +$129K +37,567 New
HWM
173
HB Wealth Management
Georgia
$126K
AWP
174
Abacus Wealth Partners
California
$123K +$44.2K +12,904 +59%
OL
175
Optas LLC
Texas
$122K -$24.7K -7,225 -17%