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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
801
Bragg Financial Advisors
North Carolina
$285K
CRC
802
Curi RMB Capital
Illinois
$283K -$1.65K -6 -0.6%
GLLW
803
Graves Light Lenhart Wealth
Virginia
$283K
GFP
804
Gryphon Financial Partners
Ohio
$279K +$289K +1,049 New
AOWM
805
Alpha Omega Wealth Management
Virginia
$279K +$299K +1,086 New
IFWM
806
Institute for Wealth Management
Colorado
$278K -$52.3K -190 -15%
EWA
807
EP Wealth Advisors
California
$277K -$7.98K -29 -3%
GGI
808
Godsey & Gibb Inc
Virginia
$276K
WCF
809
West Coast Financial
California
$276K +$275 +1 +0.1%
CP
810
Camelot Portfolios
Ohio
$274K
PGFC
811
Peapack-Gladstone Financial Corp
New Jersey
$274K
SC
812
Savant Capital
Illinois
$274K
IA
813
IFP Advisors
Florida
$274K +$297K +1,081 New
Lido Advisors
814
Lido Advisors
California
$273K -$7.15K -26 -2%
DIS
815
Diversified Investment Strategies
Louisiana
$273K
MWM
816
Mission Wealth Management
California
$271K -$15.4K -56 -5%
SAM
817
Silphium Asset Management
United Kingdom
$270K
DADC
818
D.A. Davidson & Co
Montana
$268K +$278K +1,009 New
CL
819
CPWM LLC
Washington
$266K -$1.1K -4 -0.4%
RC
820
RBF Capital
California
$266K
SLT
821
St Louis Trust
Missouri
$266K
WPP
822
Whalerock Point Partners
Rhode Island
$266K
FHA
823
First Horizon Advisors
Tennessee
$265K -$5.78K -21 -2%
QCG
824
Quadrant Capital Group
Ohio
$265K +$69.3K +252 +32%
BOH
825
Bank of Hawaii
Hawaii
$265K +$275K +998 New