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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1126
Capital Asset Advisory Services
Michigan
$408K -$13.4K -39 -3%
JFA
1127
JNBA Financial Advisors
Minnesota
$407K
WFI
1128
West Family Investments
California
$405K +$42.4K +123 +11%
CAG
1129
Csenge Advisory Group
Florida
$404K +$50.7K +147 +14%
KP
1130
Keel Point
Alabama
$404K -$9.31K -27 -2%
CCG
1131
Chatham Capital Group
Georgia
$403K
KCM
1132
Kathmere Capital Management
Pennsylvania
$400K +$31K +90 +8%
PFC
1133
Phocas Financial Corp
California
$400K
BSA
1134
Bull Street Advisors
Georgia
$398K
SIM
1135
Stratos Investment Management
Ohio
$398K +$6.21K +18 +2%
PP
1136
Pingora Partners
Wyoming
$397K
SC
1137
Searle & Co
Connecticut
$396K +$29.3K +85 +8%
WT
1138
Washington Trust
Rhode Island
$395K -$10K -29 -2%
CIM
1139
Contravisory Investment Management
Massachusetts
$393K +$410K +1,190 New
GCWM
1140
Graham Capital Wealth Management
District of Columbia
$391K
BCG
1141
Breakwater Capital Group
New Jersey
$391K
CW
1142
CreativeOne Wealth
Kansas
$391K -$23.1K -67 -5%
CIA
1143
Citadel Investment Advisory
Ohio
$390K -$14.1K -41 -3%
KAS
1144
KPP Advisory Services
Kentucky
$389K +$19.3K +56 +5%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$389K +$23.4K +68 +6%
RZH
1146
Relyea Zuckerberg Hanson
Connecticut
$386K +$11.4K +33 +3%
NAMM
1147
NorthStar Asset Management (Massachusetts)
Massachusetts
$385K -$29.3K -85 -7%
ADL
1148
Asset Dedication LLC
California
$382K +$5.17K +15 +1%
AG
1149
AlTi Global
New York
$381K +$82.8K +240 +26%
BMCM
1150
Bryn Mawr Capital Management
Pennsylvania
$378K