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Boston Omaha

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
101
JPL Wealth Management
Colorado
$1.4K +$1.48K +120 New
ACA
102
American Capital Advisory
Idaho
$1.17K
SIC
103
SJS Investment Consulting
Ohio
$1K +$1.06K +86 New
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$934
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$876
GWM
106
Geneos Wealth Management
Colorado
$876
AWM
107
Abound Wealth Management
Tennessee
$830
VFM
108
Vision Financial Markets
Connecticut
$818
SAM
109
Smartleaf Asset Management
Massachusetts
$813 +$543 +44 +183%
S
110
SignatureFD
Georgia
$677
MCM
111
MAI Capital Management
Ohio
$620 +$12 +1 +2%
IA
112
IFP Advisors
Florida
$607
BTI
113
Blue Trust Inc
Georgia
$584 +$617 +50 New
AF
114
Advisornet Financial
Minnesota
$467
MTIC
115
Missouri Trust & Investment Company
Missouri
$432
FFA
116
Farther Finance Advisors
California
$395 +$407 +33 New
GTAM
117
Global Trust Asset Management
Florida
$327 +$346 +28 New
EP
118
Essential Partners
California
$187 +$198 +16 New
RIL
119
Rothschild Investment LLC
Illinois
$82 +$86 +7 New
TWD
120
True Wealth Design
Ohio
$24 -$25 -2 -50%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$23 -$10.5K -848 -100%
HNB
122
Huntington National Bank
Ohio
$12
Two Sigma Advisers
123
Two Sigma Advisers
New York
-$772K -62,400 Closed
GCP
124
GSA Capital Partners
United Kingdom
-$206K -16,666 Closed
A
125
AlphaQuest
New York
-$200K -16,164 Closed