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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1026
Wayfinding Financial
Washington
$316K -$37.9K -219 -11%
MWM
1027
Modern Wealth Management
Kansas
$314K +$319K +1,846 New
OC
1028
Oarsman Capital
Wisconsin
$312K +$35.3K +204 +13%
OWA
1029
Outlook Wealth Advisors
Texas
$310K +$4.5K +26 +1%
GI
1030
GAMCO Investors
Connecticut
$307K – – –
BOH
1031
Bank of Hawaii
Hawaii
$306K – – –
Dodge & Cox
1032
Dodge & Cox
California
$306K – – –
OIMU
1033
Osmosis Investment Management UK
United Kingdom
$306K -$1.66M -9,618 -84%
AC
1034
AlphaCore Capital
California
$306K +$311K +1,798 New
KWM
1035
Kaydan Wealth Management
Michigan
$305K – – –
TC
1036
Truvestments Capital
Florida
$305K +$13K +75 +4%
DF
1037
Define Financial
California
$305K +$1.38K +8 +0.4%
CAL
1038
Capital Analysts LLC
Pennsylvania
$304K +$215K +1,245 +228%
PNAA
1039
Pictet North America Advisors
Switzerland
$303K – – –
FNT
1040
First National Trust
Pennsylvania
$302K -$23K -133 -7%
GWP
1041
Gen-Wealth Partners
Michigan
$301K -$16.3K -94 -5%
IBOK
1042
Independence Bank of Kentucky
Kentucky
$301K – – –
SAM
1043
S.A. Mason
Michigan
$298K – – –
OL
1044
Optas LLC
Texas
$297K +$10.4K +60 +4%
DAS
1045
Dynamic Advisor Solutions
Arizona
$297K -$48.2K -279 -14%
CT
1046
Caldwell Trust
Florida
$296K – – –
WHCI
1047
W.H. Cornerstone Investments
Massachusetts
$296K +$864 +5 +0.3%
SA
1048
Sovran Advisors
California
$296K +$2.08K +12 +0.9%
CS
1049
Cannell & Spears
New York
$295K +$1.56K +9 +0.5%
CA
1050
Commerzbank Aktiengesellschaft
Germany
$292K -$103K -595 -26%