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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
1076
Jacobson & Schmitt Advisors
Wisconsin
$323K +$310K +1,869 New
CFO
1077
Collective Family Office
Pennsylvania
$322K +$7.29K +44 +2%
MFG
1078
Merit Financial Group
Georgia
$322K +$10.4K +63 +4%
CWM
1079
Cornerstone Wealth Management
Missouri
$322K +$15.2K +92 +5%
BWP
1080
BSW Wealth Partners
Colorado
$321K +$27.8K +168 +10%
YIA
1081
YHB Investment Advisors
Connecticut
$320K
SC
1082
Slow Capital
California
$318K -$6.13K -37 -2%
IFG
1083
Investors Financial Group
Minnesota
$318K -$331 -2 -0.1%
GW
1084
GW & Wade
Massachusetts
$318K +$10.8K +65 +4%
TFS
1085
TrustCore Financial Services
Tennessee
$318K +$12.4K +75 +4%
BFPW
1086
BOK Financial Private Wealth
Colorado
$318K +$21.9K +132 +8%
BTW
1087
Boston Trust Walden
Massachusetts
$317K
SCG
1088
Sonata Capital Group
Washington
$317K
PPWM
1089
Paragon Private Wealth Management
Kentucky
$314K +$301K +1,818 New
FC
1090
Ferris Capital
Massachusetts
$311K
LFA
1091
Landmark Financial Advisors
Kentucky
$311K
GD
1092
Grandfield & Dodd
New York
$310K +$3.15K +19 +1%
HNWAG
1093
High Net Worth Advisory Group
Florida
$310K +$297K +1,792 New
EOCM
1094
Energy Opportunities Capital Management
Texas
$309K -$586K -3,535 -66%
First Manhattan
1095
First Manhattan
New York
$309K -$70.9K -428 -19%
CFA
1096
CWS Financial Advisors
Michigan
$309K +$297K +1,790 New
PCM
1097
Penserra Capital Management
California
$308K +$56.3K +340 +24%
MWM
1098
Modera Wealth Management
New Jersey
$308K +$295K +1,779 New
CCM
1099
Crossvault Capital Management
Texas
$306K +$10.8K +65 +4%
HIA
1100
Harbor Investment Advisory
Maryland
$305K