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Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1501
Breakwater Capital Group
New Jersey
$369K +$317K +1,937 New
FAN
1502
Financial Advisors Network
California
$369K
TA
1503
Trellis Advisors
Washington
$367K +$316K +1,929 New
KW
1504
KWB Wealth
California
$367K -$48.1K -294 -13%
POIA
1505
Pin Oak Investment Advisors
Texas
$366K
PSF
1506
Pacific Sun Financial
California
$364K -$81.8K -500 -21%
KA
1507
Keene & Associates
Texas
$363K -$42.7K -261 -12%
CWS
1508
Confluence Wealth Services
Pennsylvania
$362K -$4.74K -29 -2%
Fiera Capital (Canada)
1509
Fiera Capital (Canada)
Quebec, Canada
$362K
CG
1510
Caprock Group
Idaho
$362K +$29.6K +181 +11%
Allianz Asset Management
1511
Allianz Asset Management
Germany
$362K -$9.17M -56,046 -97%
KC
1512
Kenfarb & Co
Kentucky
$362K
AA
1513
Aire Advisors
California
$362K -$69.4K -424 -18%
PMG
1514
Private Management Group
California
$360K
EWM
1515
Executive Wealth Management
Michigan
$359K +$271K +1,658 +727%
AIA
1516
Avalon Investment & Advisory
Texas
$359K +$8.02K +49 +3%
OPTFSNA
1517
Old Point Trust & Financial Services N A
Virginia
$358K +$308K +1,880 New
AI
1518
Accredited Investors
Minnesota
$358K +$307K +1,878 New
FCA
1519
FLC Capital Advisors
California
$357K +$16.4K +100 +6%
FFA
1520
Fi3 Financial Advisors
Indiana
$357K +$306K +1,872 New
NB
1521
Northwest Bancshares
Pennsylvania
$356K -$11.6K -71 -4%
NFG
1522
Norris Financial Group
South Carolina
$356K +$306K +1,869 New
RMDI
1523
R.M. Davis Inc
Maine
$356K +$306K +1,870 New
RWA
1524
Rainsberger Wealth Advisors
Colorado
$355K
CWMU
1525
Caliber Wealth Management (Utah)
Utah
$355K +$305K +1,865 New