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Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
1551
United Capital Management of KS
Kansas
$18.4M +$354K +1,565 +2%
GIC
1552
Generali Investments CEE
Czech Republic
$18.4M -$74.7K -330 -0.4%
PDL
1553
Portfolio Design Labs
California
$18.3M +$7.62M +33,659 +68%
HSA
1554
HBK Sorce Advisory
Pennsylvania
$18.3M +$655K +2,895 +4%
FFP
1555
FourThought Financial Partners
Florida
$18.2M +$528K +2,331 +3%
AFCM
1556
Alta Fox Capital Management
Texas
$18.2M
RWA
1557
River Wealth Advisors
Pennsylvania
$18.2M +$521K +2,300 +3%
VWA
1558
Visionary Wealth Advisors
Illinois
$18.2M +$590K +2,608 +3%
BOH
1559
Bank of Hawaii
Hawaii
$18.2M +$732K +3,236 +4%
CNAM
1560
Campbell Newman Asset Management
Wisconsin
$18.1M +$11.5K +51 +0.1%
YLHM
1561
Yelin Lapidot Holdings Management
Israel
$18.1M +$220K +970 +1%
WAS
1562
Winch Advisory Services
Wisconsin
$18M -$59.8K -264 -0.3%
HCM
1563
Hollencrest Capital Management
California
$18M -$168K -742 -0.9%
DA
1564
Denali Advisors
California
$18M -$10.5M -46,452 -36%
BGIM
1565
Brandywine Global Investment Management
Pennsylvania
$18M +$18.5M +81,893 New
BAM
1566
Bell Asset Management
Australia
$18M -$5.81M -25,673 -24%
CWA
1567
Canvas Wealth Advisors
Kansas
$18M +$1.7M +7,489 +10%
TC
1568
Triavera Capital
California
$18M
MWAM
1569
Manhattan West Asset Management
California
$17.9M +$311K +1,375 +2%
WIM
1570
WealthPlan Investment Management
Nebraska
$17.9M -$162K -714 -0.9%
NCM
1571
Noesis Capital Mangement
Florida
$17.9M +$638K +2,819 +4%
BCM
1572
Brasada Capital Management
Texas
$17.9M +$817K +3,608 +5%
NFG
1573
Nations Financial Group
Iowa
$17.9M +$1.51M +6,686 +9%
RFMS
1574
RWQ Financial Management Services
Florida
$17.8M -$2.92M -12,895 -14%
BSG
1575
Black Swift Group
Colorado
$17.8M -$1.48M -6,535 -7%