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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1176
Atomi Financial Group
New York
$313K +$308K +1,881 New
PWA
1177
Phoenix Wealth Advisors
North Carolina
$312K -$5.41K -33 -2%
BAM
1178
Berkshire Asset Management
Pennsylvania
$311K +$307K +1,871 New
ODFS
1179
O'Donnell Financial Services
California
$311K -$7.54K -46 -2%
WPC
1180
Wedmont Private Capital
Pennsylvania
$311K +$298K +1,819 New
BOPW
1181
Brandywine Oak Private Wealth
Pennsylvania
$310K -$4.92K -30 -2%
FC
1182
Forte Capital
New York
$310K +$305K +1,860 New
RMC
1183
Resources Management Corp
Connecticut
$309K -$965K -5,890 -65%
TFM
1184
TFC Financial Management
Massachusetts
$309K +$656 +4 +0.2%
PFBT
1185
Parkside Financial Bank & Trust
Missouri
$309K +$8.36K +51 +3%
IIM
1186
Ipswich Investment Management
Massachusetts
$308K
NRW
1187
Nova R Wealth
Kansas
$306K -$328 -2 -0.1%
JHCP
1188
Jackson Hole Capital Partners
Oklahoma
$301K +$296K +1,809 New
RCM
1189
RB Capital Management
Nevada
$301K +$10.7K +65 +4%
CA
1190
CGN Advisors
Kansas
$299K
CM
1191
Capula Management
Cayman Islands
$299K -$795K -4,849 -73%
OWM
1192
OneAscent Wealth Management
Alabama
$299K -$11.5K -70 -4%
PGIM
1193
Pacific Global Investment Management
California
$299K -$10.5K -64 -3%
FBB
1194
Fulton Breakefield Broenniman
Maryland
$299K -$8.2K -50 -3%
MSS
1195
Mitchell Sinkler & Starr
Pennsylvania
$298K +$293K +1,790 New
CWP
1196
Curated Wealth Partners
California
$296K -$8.85K -54 -3%
AFG
1197
Albion Financial Group
Utah
$296K
CWM
1198
Connecticut Wealth Management
Connecticut
$295K +$3.77K +23 +1%
DS
1199
DRW Securities
Illinois
$295K +$290K +1,771 New
BB
1200
Busey Bank
Illinois
$291K -$1.15K -7 -0.4%