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Name Holding Trade Value Shares
Change
Change in
Stake
Avantax Planning Partners
1276
Avantax Planning Partners
Iowa
$177K +$173K +1,661 New
GSC
1277
G&S Capital
Colorado
$176K – – –
FANJ
1278
Financial Architects (New Jersey)
New Jersey
$175K – – –
IBOK
1279
Independence Bank of Kentucky
Kentucky
$173K -$13K -125 -7%
CAM
1280
CenterStar Asset Management
Illinois
$173K – – –
WIM
1281
Westside Investment Management
California
$171K +$67K +644 +68%
AssetMark Inc
1282
AssetMark Inc
California
$171K -$10.7K -103 -6%
WAP
1283
Wealthcare Advisory Partners
Pennsylvania
$171K +$77.5K +745 +86%
CT
1284
CPF Texas
Texas
$170K – – –
CHC
1285
City Holding Co
West Virginia
$169K – – –
FFW
1286
Fusion Family Wealth
New York
$167K – – –
KJWM
1287
Kiley Juergens Wealth Management
Washington
$164K +$3.54K +34 +2%
CB
1288
CNB Bank
Pennsylvania
$162K -$46.4K -446 -23%
CFG
1289
CKW Financial Group
Hawaii
$162K – – –
FFC
1290
First Financial Corp
Indiana
$162K – – –
CF
1291
Centaurus Financial
California
$161K -$804K -7,727 -79%
BCM
1292
Blume Capital Management
California
$160K – – –
SIAP
1293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$160K – – –
VIM
1294
Veritas Investment Management
United Kingdom
$160K – – –
CAW
1295
Cornerstone Advisors (Washington)
Washington
$158K +$4.16K +40 +3%
Centiva Capital
1296
Centiva Capital
New York
$157K +$154K +1,476 New
DAM
1297
Delta Asset Management
Tennessee
$154K – – –
PHK
1298
Point72 Hong Kong
Hong Kong
$152K -$426K -4,100 -74%
PO
1299
Private Ocean
California
$151K – – –
MWPCG
1300
Measured Wealth Private Client Group
New Hampshire
$148K +$146K +1,402 New