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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1501
Financial Advisors Network
California
$369K – – –
TA
1502
Trellis Advisors
Washington
$367K +$316K +1,929 New
KW
1503
KWB Wealth
California
$367K -$48.1K -294 -13%
POIA
1504
Pin Oak Investment Advisors
Texas
$366K – – –
PSF
1505
Pacific Sun Financial
California
$364K -$81.8K -500 -21%
KA
1506
Keene & Associates
Texas
$363K -$42.7K -261 -12%
CWS
1507
Confluence Wealth Services
Pennsylvania
$362K -$4.74K -29 -2%
Fiera Capital (Canada)
1508
Fiera Capital (Canada)
Quebec, Canada
$362K – – –
CG
1509
Caprock Group
Idaho
$362K +$29.6K +181 +11%
Allianz Asset Management
1510
Allianz Asset Management
Germany
$362K -$9.17M -56,046 -97%
KC
1511
Kenfarb & Co
Kentucky
$362K – – –
AA
1512
Aire Advisors
California
$362K -$69.4K -424 -18%
PMG
1513
Private Management Group
California
$360K – – –
EWM
1514
Executive Wealth Management
Michigan
$359K +$271K +1,658 +727%
AIA
1515
Avalon Investment & Advisory
Texas
$359K +$8.02K +49 +3%
OPTFSNA
1516
Old Point Trust & Financial Services N A
Virginia
$358K +$308K +1,880 New
AI
1517
Accredited Investors
Minnesota
$358K +$307K +1,878 New
FCA
1518
FLC Capital Advisors
California
$357K +$16.4K +100 +6%
FFA
1519
Fi3 Financial Advisors
Indiana
$357K +$306K +1,872 New
NB
1520
Northwest Bancshares
Pennsylvania
$356K -$11.6K -71 -4%
NFG
1521
Norris Financial Group
South Carolina
$356K +$306K +1,869 New
RMDI
1522
R.M. Davis Inc
Maine
$356K +$306K +1,870 New
RWA
1523
Rainsberger Wealth Advisors
Colorado
$355K – – –
CWMU
1524
Caliber Wealth Management (Utah)
Utah
$355K +$305K +1,865 New
PP
1525
PDS Planning
Ohio
$355K +$12.4K +76 +4%