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BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$4.2K -$824 -10 -16%
TWM
202
Tradition Wealth Management
Minnesota
$3K +$3.13K +38 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.32K +16 +229%
SOW
204
State of Wyoming
Wyoming
$1.86K +$330 +4 +21%
BIA
205
Bell Investment Advisors
California
$1.78K -$577 -7 -24%
SIC
206
SJS Investment Consulting
Ohio
$1.7K +$659 +8 +62%
GWS
207
Glassman Wealth Services
Virginia
$1.37K – – –
MassMutual Private Wealth & Trust
208
MassMutual Private Wealth & Trust
Connecticut
$1.29K – – –
DI
209
Disciplined Investments
Oklahoma
$1.21K +$82 +1 +7%
PTC
210
Private Trust Company
Ohio
$727 – – –
Farther Finance Advisors
211
Farther Finance Advisors
California
$565 – – –
VCM
212
Versant Capital Management
Arizona
$404 – – –
EARNEST Partners
213
EARNEST Partners
Georgia
$323 – – –
TWP
214
TFO Wealth Partners
Ohio
$323 – – –
RCM
215
Raleigh Capital Management
North Carolina
$241 -$22.3K -271 -99%
Martingale Asset Management
216
Martingale Asset Management
Massachusetts
– -$12.6M -149,678 Closed
Zacks Investment Management
217
Zacks Investment Management
Illinois
– -$3.49M -41,389 Closed
AMG National Trust Bank
218
AMG National Trust Bank
Colorado
– -$1.04M -12,327 Closed
ADIM
219
Alpha DNA Investment Management
Maryland
– -$1.02M -12,080 Closed
GCP
220
GSA Capital Partners
United Kingdom
– -$616K -7,300 Closed
AE Wealth Management
221
AE Wealth Management
Kansas
– -$556K -6,592 Closed
KTA
222
Keeley-Teton Advisors
Illinois
– -$462K -5,470 Closed
Aviva
223
Aviva
United Kingdom
– -$411K -4,875 Closed
Hillsdale Investment Management
224
Hillsdale Investment Management
Ontario, Canada
– -$386K -4,570 Closed
ACM
225
Acrisure Capital Management
Texas
– -$377K -4,464 Closed