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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1926
First Nebraska Trust
Nebraska
$340K +$23.6K +96 +7%
NB
1927
Nicolet Bankshares
Wisconsin
$339K +$104K +424 +43%
PP
1928
Paloma Partners
Connecticut
$338K -$2.91M -11,840 -89%
AA
1929
Alta Advisers
United Kingdom
$338K
SFS
1930
Summit Financial Strategies
Ohio
$338K
GC
1931
GFG Capital
Florida
$337K -$256K -1,041 -81%
CWM
1932
Connecticut Wealth Management
Connecticut
$337K -$13.7K -56 -4%
TPWA
1933
TRUE Private Wealth Advisors
Oregon
$336K -$4.17K -17 -1%
SC
1934
Stephens Consulting
Michigan
$336K
FMWA
1935
Forvis Mazars Wealth Advisors
Missouri
$335K +$13K +53 +4%
PJSIMP
1936
P.J. Schmidt Investment Management (PJS)
Wisconsin
$335K +$76.3K +311 +29%
AWM
1937
Aspire Wealth Management
Massachusetts
$335K
WTA
1938
Washington Trust Advisors
Massachusetts
$334K -$1.96K -8 -0.6%
OAM
1939
Oberweis Asset Management
Illinois
$334K +$245 +1 +0.1%
MFWP
1940
Mosaic Family Wealth Partners
Missouri
$334K
IUHSA
1941
Itau Unibanco Holding S.A.
Brazil
$333K +$339K +1,379 New
SOS
1942
Silver Oak Securities
Tennessee
$333K +$18.2K +74 +6%
ZIG
1943
Zullo Investment Group
Pennsylvania
$333K +$736 +3 +0.2%
GG
1944
GenWealth Group
New Jersey
$332K
SFG
1945
Sovereign Financial Group
Connecticut
$332K +$982 +4 +0.3%
LF
1946
LifeSteps Financial
California
$332K +$11K +45 +3%
MLA
1947
MB, Levis & Associates
Pennsylvania
$331K +$1.96K +8 +0.6%
GWM
1948
Greenwich Wealth Management
Connecticut
$328K -$736 -3 -0.2%
MCP
1949
Mirador Capital Partners
California
$328K +$80.3K +327 +32%
GLLW
1950
Graves Light Lenhart Wealth
Virginia
$328K