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Name Holding Trade Value Shares
Change
Change in
Stake
JWS
1301
Juncture Wealth Strategies
Arizona
$200K +$193K +898 New
OL
1302
OneFund LLC
Florida
$198K +$191K +888 New
HBT
1303
Hills Bank & Trust
Iowa
$196K – – –
JSAM
1304
J. Safra Asset Management
New York
$196K – – –
WB
1305
Webster Bank
Connecticut
$194K -$10.8K -50 -5%
CSP
1306
Cary Street Partners
Virginia
$193K -$10.3K -48 -5%
SOW
1307
State of Wyoming
Wyoming
$188K -$241K -1,120 -57%
Kayne Anderson Rudnick Investment Management
1308
Kayne Anderson Rudnick Investment Management
California
$177K +$6.67K +31 +4%
CH
1309
Cromwell Holdings
Wyoming
$176K – – –
SC
1310
SouthState Corp
Florida
$170K -$10.5K -49 -6%
PB
1311
Pinnacle Bancorp
Nebraska
$160K – – –
CCA
1312
Catalyst Capital Advisors
New York
$156K -$29.7K -138 -16%
EPW
1313
Evergreen Private Wealth
Colorado
$146K -$37.7K -175 -21%
MA
1314
MCF Advisors
Kentucky
$143K – – –
DWM
1315
Darwin Wealth Management
Florida
$141K +$430 +2 +0.3%
IWA
1316
Icon Wealth Advisors
Texas
$140K -$14.6K -68 -10%
YP
1317
YANKCOM Partnership
South Dakota
$139K -$1.72K -8 -1%
GWM
1318
Gitterman Wealth Management
New Jersey
$138K +$133K +620 New
WCM
1319
Winthrop Capital Management
Indiana
$137K – – –
Cohen & Steers
1320
Cohen & Steers
New York
$134K – – –
AC
1321
AlphaCore Capital
California
$130K +$125K +583 New
BSC
1322
Brown Shipley & Co
United Kingdom
$128K -$6.46K -30 -5%
FNWA
1323
Financial Network Wealth Advisors
Utah
$127K +$4.95K +23 +4%
RF
1324
Rossby Financial
Florida
$127K -$60.3K -280 -33%
CAL
1325
Capital Analysts LLC
Pennsylvania
$120K +$215 +1 +0.2%