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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1401
Clearwater Capital Advisors
Illinois
$390K – – –
KJWM
1402
Kiley Juergens Wealth Management
Washington
$390K – – –
RCC
1403
Red Cedar Capital
Nebraska
$389K – – –
RPC
1404
Rossmore Private Capital
Connecticut
$388K +$202K +1,100 +94%
NFG
1405
Nations Financial Group
Iowa
$386K -$20.6K -112 -5%
BHA
1406
Beech Hill Advisors
New York
$385K +$46.8K +255 +13%
BWP
1407
BSW Wealth Partners
Colorado
$383K – – –
CS
1408
Credential Securities
$382K +$7.89K +43 +2%
KF
1409
Krilogy Financial
Missouri
$381K +$44.2K +241 +12%
OPWM
1410
Oak Point Wealth Management
Michigan
$381K +$422K +2,300 New
CAAS
1411
Capital Asset Advisory Services
Michigan
$380K – – –
CA
1412
Cornerstone Advisory
Maryland
$377K -$10.6K -58 -3%
BHIA
1413
Birch Hill Investment Advisors
Massachusetts
$377K – – –
PAM
1414
Paradigm Asset Management
New York
$375K -$18.4K -100 -4%
QIM
1415
Quest Investment Management
Oregon
$374K – – –
Jacobs Levy Equity Management
1416
Jacobs Levy Equity Management
New Jersey
$370K +$399K +2,172 New
PAA
1417
Peregrine Asset Advisers
Oregon
$369K -$437K -2,383 -52%
Credit Agricole
1418
Credit Agricole
France
$369K -$416K -2,265 -51%
FAM
1419
Flaharty Asset Management
Florida
$366K +$405K +2,206 New
EWM
1420
Evermay Wealth Management
Virginia
$362K +$135K +735 +53%
EWG
1421
Executive Wealth Group
Washington
$361K – – –
RIS
1422
Retirement Income Solutions
Michigan
$360K -$278K -1,516 -42%
CA
1423
Capital Advantage
California
$357K +$4.96K +27 +1%
IAMOG
1424
Investors Asset Management of Georgia
Georgia
$356K +$384K +2,090 New
AIS
1425
AlphaOne Investment Services
Pennsylvania
$355K +$282K +1,538 +284%