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Name Holding Trade Value Shares
Change
Change in
Stake
GPI
1401
General Partner Inc
Pennsylvania
$474K
KF
1402
Krilogy Financial
Missouri
$474K +$536K +1,133 New
NB
1403
Nicolet Bankshares
Wisconsin
$474K -$23.7K -50 -5%
AO
1404
Advisor OS
Illinois
$473K -$70.5K -149 -13%
CAMV
1405
Concord Asset Management (Virginia)
Virginia
$472K +$25.6K +54 +6%
DWP
1406
Destiny Wealth Partners
Florida
$471K
WFC
1407
Western Financial Corp
California
$471K +$54K +114 +13%
OWA
1408
One Wealth Advisors
California
$468K +$14.2K +30 +3%
TCM
1409
Tributary Capital Management
Nebraska
$468K -$130K -275 -22%
BCG
1410
Breakwater Capital Group
New Jersey
$466K
CP
1411
Covenant Partners
Tennessee
$465K
PEA
1412
Park Edge Advisors
Ohio
$465K +$71.5K +151 +18%
MP
1413
Moment Partners
California
$464K +$7.1K +15 +2%
SCTC
1414
Sanibel Captiva Trust Company
Florida
$464K -$2.37K -5 -0.5%
CCM
1415
Cullen Capital Management
New York
$464K
RWM
1416
Rockline Wealth Management
New York
$461K
VIM
1417
VELA Investment Management
Ohio
$460K -$17K -36 -4%
CPBTD
1418
Central Pacific Bank - Trust Division
Hawaii
$459K -$12.8K -27 -3%
NL
1419
NWAM LLC
Washington
$458K -$61.1K -129 -11%
LRWM
1420
Lord & Richards Wealth Management
Colorado
$457K +$54.4K +115 +14%
SP
1421
SIH Partners
Delaware
$456K -$954K -2,015 -68%
OFG
1422
Oxford Financial Group
Indiana
$456K +$4.26K +9 +0.9%
NB
1423
Northwest Bancshares
Pennsylvania
$450K -$4.73K -10 -1%
RCG
1424
Regatta Capital Group
California
$446K -$5.21K -11 -1%
SWM
1425
SeaCrest Wealth Management
New York
$445K -$23.7K -50 -5%