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Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
1501
Two West Capital Advisors
Kansas
$325K +$14.8K +96 +5%
CFIA
1502
Cantor Fitzgerald Investment Advisors
New York
$325K
SW
1503
SkyOak Wealth
Michigan
$325K +$463 +3 +0.1%
CWM
1504
Calamos Wealth Management
Illinois
$324K +$322K +2,087 New
BWFA
1505
Baltimore-Washington Financial Advisors
Maryland
$324K +$2.77K +18 +0.9%
BMCM
1506
Burns Matteson Capital Management
New York
$323K
THL
1507
Tillman Hartley LLC
Colorado
$323K
WA
1508
WBH Advisory
Maryland
$322K -$54K -350 -14%
GSF
1509
Grove Street Fiduciary
New Hampshire
$321K
TCM
1510
Teza Capital Management
Illinois
$321K -$251K -1,630 -44%
ISFAN
1511
Investor's Fiduciary Advisor Network
Washington
$320K -$1.23K -8 -0.4%
GAB
1512
German American Bancorp
Indiana
$320K -$24.1K -156 -7%
ACA
1513
Affinity Capital Advisors
California
$318K +$154 +1 +0%
CH
1514
Canton Hathaway
Rhode Island
$318K
PC
1515
Prairiewood Capital
North Dakota
$317K
CCA
1516
Childress Capital Advisors
Texas
$317K +$41.5K +269 +15%
KA
1517
Klingman & Associates
New York
$317K +$315K +2,040 New
WAM
1518
WNY Asset Management
New York
$316K
RCWM
1519
Royal Capital Wealth Management
Indiana
$315K
ICP
1520
Impact Capital Partners
Colorado
$315K +$19.4K +126 +7%
FCM
1521
Fourpath Capital Management
Oklahoma
$314K
WIA
1522
Westbourne Investment Advisors
Maryland
$313K
BTC
1523
Bank & Trust Company
Illinois
$313K -$925 -6 -0.3%
FC
1524
Fairscale Capital
New Hampshire
$312K
MYAM
1525
Meiji Yasuda Asset Management
Japan
$312K -$25.6K -166 -8%