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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1051
Atomi Financial Group
New York
$672K +$181K +1,020 +43%
PFPT
1052
Pinnacle Financial Partners (Tennessee)
Tennessee
$671K +$78.4K +443 +15%
HFM
1053
Harvest Fund Management
China
$662K -$464K -2,622 -44%
CA
1054
Continuum Advisory
Idaho
$660K +$30.3K +171 +5%
BCM
1055
Becker Capital Management
Oregon
$660K -$7.97K -45 -1%
GIM
1056
Groesbeck Investment Management
New Jersey
$657K +$5.31K +30 +0.9%
BW
1057
Bison Wealth
Georgia
$657K +$35.1K +198 +6%
IP
1058
Intellectus Partners
California
$655K -$7.79K -44 -1%
PB
1059
Pinnacle Bancorp
Nebraska
$653K +$30.1K +170 +5%
IAS
1060
Insigneo Advisory Services
Florida
$650K +$88K +497 +18%
HWMA
1061
Heritage Wealth Management (Arizona)
Arizona
$647K +$581K +3,280 New
CCIA
1062
Cherry Creek Investment Advisors
Colorado
$645K +$708 +4 +0.1%
LA
1063
Legacy Advisors
Pennsylvania
$645K +$12.2K +69 +2%
FWM
1064
Forza Wealth Management
Florida
$642K -$319K -1,800 -36%
AWM
1065
Avitas Wealth Management
California
$642K -$2.65K -15 -0.5%
1WA
1066
180 Wealth Advisors
Washington
$640K +$354 +2 +0.1%
CF
1067
Copperwynd Financial
Arizona
$637K +$27.4K +155 +5%
EH
1068
Equitable Holdings
New York
$635K +$87.5K +494 +18%
ST
1069
Sentinel Trust
Texas
$633K
MA
1070
Mutual Advisors
Nebraska
$628K -$2.48K -14 -0.4%
TCM
1071
Tributary Capital Management
Nebraska
$628K -$17.7K -100 -3%
AAS
1072
Ameritas Advisory Services
Nebraska
$626K +$53.5K +302 +11%
CSS
1073
Cubist Systematic Strategies
Connecticut
$624K -$9.59M -54,153 -94%
EAM
1074
Eventide Asset Management
Massachusetts
$622K +$162K +917 +41%
CFA
1075
CWS Financial Advisors
Michigan
$619K -$175K -989 -24%