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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1026
JMN Financial
Ohio
$361K +$362K +1,921 New
NSAM
1027
North Star Asset Management
Wisconsin
$361K – – –
CPIG
1028
Chicago Partners Investment Group
Illinois
$360K -$188 -1 -0.1%
WRPWM
1029
Werba Rubin Papier Wealth Management
California
$355K +$5.46K +29 +2%
PWA
1030
Pitcairn Wealth Advisors
Pennsylvania
$354K +$354K +1,881 New
CI
1031
Conning Inc
Connecticut
$352K -$81.4K -432 -19%
CCC
1032
Compass Capital Corp
Massachusetts
$352K +$3.77K +20 +1%
HAS
1033
HBW Advisory Services
California
$347K -$4.33K -23 -1%
ICP
1034
Interchange Capital Partners
Pennsylvania
$346K +$347K +1,842 New
BC
1035
Burney Company
Virginia
$342K +$32.4K +172 +10%
BWP
1036
BSW Wealth Partners
Colorado
$341K -$64.4K -342 -16%
BRWA
1037
B. Riley Wealth Advisors
Florida
$340K -$64K -340 -16%
GI
1038
GAMCO Investors
Connecticut
$339K – – –
OWA
1039
Outlook Wealth Advisors
Texas
$339K -$1.51K -8 -0.4%
BOH
1040
Bank of Hawaii
Hawaii
$339K – – –
Dodge & Cox
1041
Dodge & Cox
California
$339K – – –
KWM
1042
Kaydan Wealth Management
Michigan
$338K -$188 -1 -0.1%
SAM
1043
Strategy Asset Managers
California
$337K +$4.9K +26 +1%
BW
1044
Blalock Williams
Alabama
$336K -$41.1K -218 -11%
DWM
1045
Drive Wealth Management
Utah
$335K -$2.26K -12 -0.7%
DF
1046
Define Financial
California
$335K +$942 +5 +0.3%
PNAA
1047
Pictet North America Advisors
Switzerland
$335K – – –
NFG
1048
Nations Financial Group
Iowa
$334K -$3.07M -16,273 -90%
IBOK
1049
Independence Bank of Kentucky
Kentucky
$333K +$3.01K +16 +0.9%
GWP
1050
Gen-Wealth Partners
Michigan
$332K -$120K -638 -27%