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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1601
Paces Ferry Wealth Advisors
Georgia
$464K -$60.7K -273 -11%
KAS
1602
KPP Advisory Services
Kentucky
$463K -$98.6K -443 -17%
PAM
1603
Peak Asset Management
Colorado
$463K +$476K +2,139 New
SWA
1604
Sax Wealth Advisors
New Jersey
$462K +$96.6K +434 +23%
CS
1605
Crescent Sterling
Louisiana
$462K +$198K +889 +71%
PWA
1606
Prairie Wealth Advisors
Nebraska
$460K
WPW
1607
Waldron Private Wealth
Pennsylvania
$460K -$76.5K -344 -14%
IWM
1608
Integris Wealth Management
California
$460K -$11.1K -50 -2%
OPCM
1609
Osborne Partners Capital Management
California
$460K
JAG
1610
Journey Advisory Group
Kentucky
$460K -$2.89K -13 -0.6%
WI
1611
WrapManager Inc
California
$459K -$6.23K -28 -1%
WETS
1612
Wealth Enhancement Trust Services
South Dakota
$455K +$16.5K +74 +4%
CWM
1613
C2C Wealth Management
Arizona
$455K
EARNEST Partners
1614
EARNEST Partners
Georgia
$453K -$5.12K -23 -1%
CSB
1615
City State Bank
Iowa
$453K +$87.9K +395 +23%
AHL
1616
Abel Hall LLC
Louisiana
$452K +$24.7K +111 +6%
CCM
1617
Chickasaw Capital Management
Tennessee
$452K +$7.79K +35 +2%
SW
1618
SlateStone Wealth
Florida
$450K -$111K -497 -19%
GAM
1619
Generali Asset Management
Italy
$448K +$460K +2,068 New
LIM
1620
Leavell Investment Management
Alabama
$447K -$22.5K -101 -5%
LFP
1621
Leeward Financial Partners
Washington
$446K -$19.1K -86 -4%
BWFA
1622
Baltimore-Washington Financial Advisors
Maryland
$446K -$14K -63 -3%
AA
1623
Alesco Advisors
New York
$445K +$3.12K +14 +0.7%
QFW
1624
QTR Family Wealth
Florida
$445K +$130K +585 +40%
QL
1625
Quarry LP
New York
$443K +$113K +508 +33%