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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1026
Northeast Financial Group
Pennsylvania
$316K
LC
1027
Lawood & Co
Pennsylvania
$315K +$28.3K +134 +10%
IA
1028
IFP Advisors
Florida
$314K -$859K -4,075 -73%
SF
1029
Summit Financial
New Jersey
$313K -$75.3K -357 -19%
RPC
1030
Rossmore Private Capital
Connecticut
$312K
WC
1031
Westerkirk Capital
$312K -$42.2K -200 -12%
OBGC
1032
O'Brien Greene & Co
Pennsylvania
$312K
NWWA
1033
New Wave Wealth Advisors
Arkansas
$311K +$29.5K +140 +10%
BPW
1034
Bingham Private Wealth
California
$311K +$11K +52 +4%
LOAMS
1035
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$314K +1,487 New
SFG
1036
SNS Financial Group
Minnesota
$309K -$792K -3,753 -72%
OAM
1037
Oxford Asset Management
United Kingdom
$309K +$313K +1,486 New
WCP
1038
Wealthcare Capital Partners
Pennsylvania
$308K +$2.11K +10 +0.7%
GS
1039
GTS Securities
Florida
$308K +$313K +1,482 New
BB
1040
Berkshire Bank
Massachusetts
$307K
IIM
1041
Invariant Investment Management
Pennsylvania
$307K -$8.86K -42 -3%
AFW
1042
Avantra Family Wealth
Pennsylvania
$307K +$422 +2 +0.1%
RSWM
1043
Robertson Stephens Wealth Management
California
$306K +$8.22K +39 +3%
OC
1044
Oarsman Capital
Wisconsin
$305K
BSTWA
1045
Blake Schutter Theil Wealth Advisors
Ohio
$305K -$422 -2 -0.1%
FFC
1046
Frederick Financial Consultants
Maryland
$305K -$4.22K -20 -1%
RS
1047
R Squared
Hong Kong
$305K +$309K +1,465 New
WC
1048
Waterloo Capital
Texas
$304K +$2.74K +13 +0.9%
SCTC
1049
Sanibel Captiva Trust Company
Florida
$303K
KIG
1050
Kessler Investment Group
Indiana
$302K -$14.1K -67 -4%