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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
901
Csenge Advisory Group
Florida
$3.3M +$793K +498 +43%
WHG
902
Westwood Holdings Group
Texas
$3.3M -$2.91M -1,828 -52%
GCM
903
GKV Capital Management
California
$3.3M +$648K +407 +33%
GSC
904
Ground Swell Capital
South Carolina
$3.29M +$2.63M +1,653 New
AC
905
Arrow Capital
Australia
$3.28M +$2.63M +1,650 New
FWM
906
Finer Wealth Management
Massachusetts
$3.28M +$39.8K +25 +2%
NFG
907
Nations Financial Group
Iowa
$3.27M +$2.27M +1,426 +648%
SOMRS
908
State of Michigan Retirement System
Michigan
$3.27M +$2.62M +1,646 New
EWM
909
Empirical Wealth Management
Washington
$3.27M +$535K +336 +26%
UAG
910
United Advisor Group
Ohio
$3.26M -$11.1K -7 -0.4%
F8IS
911
Figure 8 Investment Strategies
Idaho
$3.25M -$9.55K -6 -0.4%
COI
912
Connable Office Inc
Michigan
$3.25M -$43K -27 -2%
CC
913
Centiva Capital
New York
$3.24M -$4.34M -2,729 -63%
BWA
914
Basecamp Wealth Advisors
Washington
$3.23M – – –
CGA
915
Channing Global Advisors
Florida
$3.23M +$583K +366 +29%
HI
916
Harbour Investments
Wisconsin
$3.22M +$115K +72 +5%
FTA
917
Financial & Tax Architects
Missouri
$3.21M -$186K -117 -7%
BOS
918
Bank of Stockton
California
$3.2M -$175K -110 -6%
MAWA
919
Moss Adams Wealth Advisors
Washington
$3.2M +$7.96K +5 +0.3%
CWA
920
Canvas Wealth Advisors
Kansas
$3.19M -$223K -140 -8%
IWM
921
IHT Wealth Management
Illinois
$3.18M +$234K +147 +10%
JWM
922
Jupiter Wealth Management
Colorado
$3.17M +$239K +150 +10%
TPA
923
Trivium Point Advisory
Connecticut
$3.15M +$484K +304 +24%
NF
924
Nvest Financial
New Hampshire
$3.13M -$119K -75 -5%
SI
925
Scharf Investments
California
$3.13M +$2.5M +1,573 New