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Name Holding Trade Value Shares
Change
Change in
Stake
OF
151
Outfitter Financial
Maine
$815K
FFG
152
Fortem Financial Group
California
$812K +$892K +27,849 New
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$801K -$11.2K -350 -1%
GA
154
GraniteShares Advisors
New York
$797K +$25.1K +785 +3%
OC
155
Oppenheimer & Co
New York
$769K +$432K +13,474 +104%
WPEP
156
Walnut Private Equity Partners
Nebraska
$755K
CAN
157
Cetera Advisor Networks
California
$743K +$107K +3,331 +15%
PMAM
158
Penn Mutual Asset Management
Pennsylvania
$721K
CRC
159
Curi RMB Capital
Illinois
$719K
CC
160
Cannell & Co
New York
$705K +$52.8K +1,650 +7%
BI
161
Bramshill Investments
Florida
$700K
Geode Capital Management
162
Geode Capital Management
Massachusetts
$672K -$26.1K -816 -3%
HA
163
HYA Advisors
Missouri
$665K
FF
164
FourThought Financial
Florida
$656K -$34.9K -1,089 -5%
RSWM
165
Robertson Stephens Wealth Management
California
$648K +$392K +12,245 +122%
AFG
166
American Financial Group
Ohio
$641K
Franklin Resources
167
Franklin Resources
California
$640K
CWP
168
CFM Wealth Partners
Texas
$624K
ASN
169
Advisory Services Network
Georgia
$618K +$3.62K +113 +0.5%
GIM
170
Groesbeck Investment Management
New Jersey
$612K -$509K -15,890 -43%
SC
171
Scotia Capital
Ontario, Canada
$604K +$664K +20,735 New
OA
172
Oxbow Advisors
Texas
$599K -$12M -374,869 -95%
OFA
173
Oak Family Advisors
Illinois
$598K +$657K +20,500 New
PSP
174
Principal Street Partners
Tennessee
$589K +$17.5K +546 +3%
DADC
175
D.A. Davidson & Co
Montana
$589K +$177K +5,527 +38%