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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
501
Wipfli Financial Advisors
Wisconsin
$208K +$264K +6,953 New
BFPW
502
BOK Financial Private Wealth
Colorado
$206K – – –
RFA
503
Resurgent Financial Advisors
Georgia
$206K +$265K +6,993 New
CPC
504
Congress Park Capital
New York
$205K +$264K +6,970 New
PT
505
Plimoth Trust
Massachusetts
$204K – – –
PCA
506
Personal Capital Advisors
California
$204K +$37.2K +982 +16%
IFWM
507
Institute for Wealth Management
Colorado
$203K +$260K +6,858 New
KFC
508
Klingenstein Fields & Co
New York
$202K -$4.61M -121,712 -95%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$202K -$9.25K -244 -3%
PCIA
510
Prime Capital Investment Advisors
Kansas
$201K +$259K +6,845 New
IFG
511
Independent Financial Group
California
$200K -$90.2K -2,380 -26%
MWM
512
Mission Wealth Management
California
$200K -$40K -1,056 -13%
FC
513
FCA Corp
Texas
$200K – – –
HNWAG
514
High Net Worth Advisory Group
Florida
$194K -$41K -1,082 -14%
Allspring Global Investments
515
Allspring Global Investments
North Carolina
$185K – – –
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$183K +$50K +1,319 +27%
FPB
517
First PREMIER Bank
South Dakota
$166K -$38 -1 -0%
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$164K -$22.9K -605 -10%
EMG
519
ETF Managers Group
New Jersey
$164K +$84.7K +2,236 +67%
HI
520
Hendershot Investments
Virginia
$158K -$16.1K -424 -7%
CAM
521
Columbia Asset Management
Michigan
$157K -$30.2K -797 -13%
CHC
522
City Holding Co
West Virginia
$154K -$10K -264 -5%
SIC
523
Salem Investment Counselors
North Carolina
$149K -$8.83K -233 -4%
CWM
524
CarsonAllaria Wealth Management
Illinois
$144K +$185K +4,881 New
BTI
525
Blue Trust Inc
Georgia
$139K +$86.4K +2,280 +247%