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Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
1101
Acadian Asset Management
Massachusetts
$109K
CAL
1102
Capital Analysts LLC
Pennsylvania
$107K -$4.72M -29,259 -98%
SIA
1103
SeaBridge Investment Advisors
New Jersey
$107K
RFA
1104
Reilly Financial Advisors
California
$106K +$10.5K +65 +10%
CAM
1105
Close Asset Management
United Kingdom
$104K
AIM
1106
Advantage Investment Management
Iowa
$102K -$53.9K -334 -32%
GLI
1107
Guardian Life Insurance
New York
$102K +$1.94K +12 +2%
NIM
1108
NuWave Investment Management
New Jersey
$102K +$96.3K +597 +470%
BL
1109
Balentine LLC
Georgia
$102K +$109K +679 +2,716%
CAM
1110
CenterStar Asset Management
Illinois
$99K
PCIA
1111
Prime Capital Investment Advisors
Kansas
$95K +$4.84K +30 +5%
PB
1112
Pinnacle Bancorp
Nebraska
$94K
TF
1113
TimeScale Financial
Massachusetts
$94K
EFSCE
1114
Enterprise Financial Services Corp (EFSC)
Missouri
$90K -$2.26K -14 -2%
TF
1115
Tompkins Financial
New York
$90K
O
1116
Ossiam
France
$88K +$11K +68 +13%
RA
1117
Rational Advisors
New York
$85K +$74K +459 +361%
AA
1118
Advisory Alpha
Michigan
$84K +$97.2K +603 New
RWA
1119
Ropes Wealth Advisors
Massachusetts
$82K +$13.7K +85 +18%
PK
1120
Pflug Koory
Nebraska
$82K +$16.9K +105 +23%
LWA
1121
Lenox Wealth Advisors
New York
$79K
LB
1122
Legacy Bridge
Iowa
$78K
GRP
1123
Global Retirement Partners
California
$76K +$15.5K +96 +22%
AI
1124
ArchPoint Investors
Florida
$73K
CFA
1125
Carroll Financial Associates
North Carolina
$69K +$2.1K +13 +3%