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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2151
CreativeOne Wealth
Kansas
$369K -$49K -1,055 -12%
EMG
2152
Ellington Management Group
Connecticut
$369K +$358K +7,700 New
PMFA
2153
Plante Moran Financial Advisors
Michigan
$368K -$436K -9,376 -55%
RTS
2154
Round Table Services
New Jersey
$368K -$159K -3,414 -31%
CFG
2155
Cooper Financial Group
California
$368K +$25.9K +557 +8%
RFN
2156
RDA Financial Network
Iowa
$367K -$16.5K -356 -4%
SEIA
2157
Signature Estate & Investment Advisors
California
$366K -$98.1K -2,110 -22%
PHK
2158
Point72 Hong Kong
Hong Kong
$366K +$355K +7,636 New
BCA
2159
Bray Capital Advisors
Florida
$365K -$17.9K -385 -5%
PAS
2160
Professional Advisory Services
Florida
$363K
BMCM
2161
Bryn Mawr Capital Management
Pennsylvania
$363K +$88.9K +1,913 +34%
PAS
2162
Partnervest Advisory Services
California
$362K -$77.9K -1,676 -18%
BMC
2163
Beaton Management Company
Massachusetts
$362K +$9.3K +200 +3%
RB
2164
Rodgers Brothers
Pennsylvania
$362K +$93K +2,001 +36%
CS
2165
Cannell & Spears
New York
$361K +$40.2K +865 +13%
UC
2166
Unio Capital
New Jersey
$360K -$883 -19 -0.3%
OA
2167
Oxbow Advisors
Texas
$359K +$115K +2,482 +50%
WDL
2168
Well Done LLC
Michigan
$358K
MCA
2169
Magnolia Capital Advisors
Mississippi
$357K +$346K +7,448 New
WAG
2170
Winthrop Advisory Group
Massachusetts
$356K -$6K -129 -2%
SDH
2171
Sloy Dahl & Holst
Washington
$356K +$345K +7,425 New
AW
2172
Alpha Windward
Massachusetts
$355K -$7.44K -160 -2%
GFS
2173
GYL Financial Synergies
Connecticut
$354K +$42.2K +908 +14%
PIA
2174
Perennial Investment Advisors
California
$354K +$343K +7,378 New
CCM
2175
Crabel Capital Management
California
$353K +$34.8K +748 +11%