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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1401
Concord Wealth Partners
Virginia
$474K +$28.4K +60 +6%
GPI
1402
General Partner Inc
Pennsylvania
$474K – – –
Krilogy Financial
1403
Krilogy Financial
Missouri
$474K +$536K +1,133 New
NB
1404
Nicolet Bankshares
Wisconsin
$474K -$23.7K -50 -5%
AO
1405
Advisor OS
Illinois
$473K -$70.5K -149 -13%
CAMV
1406
Concord Asset Management (Virginia)
Virginia
$472K +$25.6K +54 +6%
DWP
1407
Destiny Wealth Partners
Florida
$471K – – –
WFC
1408
Western Financial Corp
California
$471K +$54K +114 +13%
OWA
1409
One Wealth Advisors
California
$468K +$14.2K +30 +3%
TCM
1410
Tributary Capital Management
Nebraska
$468K -$130K -275 -22%
BCG
1411
Breakwater Capital Group
New Jersey
$466K – – –
CP
1412
Covenant Partners
Tennessee
$465K – – –
PEA
1413
Park Edge Advisors
Ohio
$465K +$71.5K +151 +18%
MP
1414
Moment Partners
California
$464K +$7.1K +15 +2%
Sanibel Captiva Trust Company
1415
Sanibel Captiva Trust Company
Florida
$464K -$2.37K -5 -0.5%
Cullen Capital Management
1416
Cullen Capital Management
New York
$464K – – –
RWM
1417
Rockline Wealth Management
New York
$461K – – –
VIM
1418
VELA Investment Management
Ohio
$460K -$17K -36 -4%
CPBTD
1419
Central Pacific Bank - Trust Division
Hawaii
$459K -$12.8K -27 -3%
NL
1420
NWAM LLC
Washington
$458K -$61.1K -129 -11%
LRWM
1421
Lord & Richards Wealth Management
Colorado
$457K +$54.4K +115 +14%
SP
1422
SIH Partners
Delaware
$456K -$954K -2,015 -68%
OFG
1423
Oxford Financial Group
Indiana
$456K +$4.26K +9 +0.9%
NB
1424
Northwest Bancshares
Pennsylvania
$450K -$4.73K -10 -1%
RCG
1425
Regatta Capital Group
California
$446K -$5.21K -11 -1%