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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1226
West Family Investments
California
$253K – – –
OC
1227
Oakworth Capital
Alabama
$253K -$13.1K -120 -5%
NPA
1228
Nichols & Pratt Advisers
Massachusetts
$252K – – –
BFG
1229
Beacon Financial Group
Texas
$252K +$327 +3 +0.1%
HA
1230
HFG Advisors
Ohio
$252K – – –
UBG
1231
United Bank (Georgia)
Georgia
$251K -$7.96K -73 -3%
CFG
1232
Carr Financial Group
Massachusetts
$250K +$218 +2 +0.1%
CBA
1233
Coastal Bridge Advisors
Connecticut
$250K – – –
HFS
1234
Heritage Financial Services
Massachusetts
$250K – – –
FOA
1235
Five Oceans Advisors
California
$250K +$1.53K +14 +0.6%
VCM
1236
Voleon Capital Management
California
$250K +$263K +2,414 New
NI
1237
Natural Investments
California
$249K +$263K +2,410 New
TWM
1238
Trueblood Wealth Management
Ohio
$248K – – –
ERIM
1239
Eagle Ridge Investment Management
Connecticut
$248K – – –
OFG
1240
Orcam Financial Group
California
$248K – – –
OFS
1241
Orrstown Financial Services
Pennsylvania
$248K – – –
NG
1242
Norden Group
Utah
$248K +$50.1K +459 +24%
FHB
1243
First Hawaiian Bank
Hawaii
$248K -$16.4K -150 -6%
HA
1244
Huntleigh Advisors
Missouri
$246K +$260K +2,380 New
CC
1245
Callan Capital
California
$246K +$45.1K +414 +21%
LGG
1246
Luts & Greenleigh Group
Maryland
$246K +$109 +1 +0%
CCG
1247
Chatham Capital Group
Georgia
$245K – – –
FSC
1248
Full Sail Capital
Oklahoma
$244K – – –
CFP
1249
Catalyst Financial Partners
Massachusetts
$244K +$5.02K +46 +2%
JF
1250
Jump Financial
Illinois
$243K -$99.6K -913 -28%