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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1201
KMG Fiduciary Partners
Ohio
$885K – – –
AI
1202
AXS Investments
New York
$885K +$879K +6,010 New
CWA
1203
CJM Wealth Advisers
Virginia
$883K – – –
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$882K -$4.39K -30 -0.5%
SPW
1205
Signet Private Wealth
Illinois
$882K +$161K +1,100 +22%
MFS
1206
Mattson Financial Services
Michigan
$881K -$218K -1,490 -20%
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$873K +$14.6K +100 +2%
WAS
1208
Winch Advisory Services
Wisconsin
$872K – – –
PCA
1209
Pallas Capital Advisors
Massachusetts
$872K -$151K -1,030 -15%
BB
1210
Berkshire Bank
Massachusetts
$872K – – –
JIC
1211
Joel Isaacson & Co
New York
$870K – – –
RCA
1212
Resonant Capital Advisors
Wisconsin
$866K +$117K +800 +16%
DWM
1213
Drive Wealth Management
Utah
$864K +$2.93K +20 +0.3%
TI
1214
TTP Investments
California
$864K -$10.2K -70 -1%
BO
1215
Bank OZK
Arkansas
$863K +$2.93K +20 +0.3%
SCM
1216
Sunbeam Capital Management
Georgia
$860K +$10.2K +70 +1%
SW
1217
Simplicity Wealth
New Jersey
$860K +$161K +1,100 +23%
SP
1218
SmartHarvest Portfolios
Washington
$858K -$177K -1,210 -17%
JSSH
1219
J. Safra Sarasin Holding
$858K +$853K +5,830 New
SI
1220
Seeds Investor
New York
$856K -$310K -2,120 -31%
GKFF
1221
George Kaiser Family Foundation
Oklahoma
$848K – – –
PGCM
1222
Prescott Group Capital Management
Oklahoma
$848K – – –
BWA
1223
Basecamp Wealth Advisors
Washington
$845K -$19K -130 -2%
FFA
1224
Florida Financial Advisors
Florida
$830K -$61.4K -420 -7%
WH
1225
Wallace Hart
Kentucky
$827K +$475K +3,250 +137%