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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
176
Obermeyer Wealth Partners
Colorado
$1.32M
GHAM
177
Gilman Hill Asset Management
Connecticut
$1.29M +$1.24M +29,035 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$1.27M +$1.54K +36 +0.1%
IC
179
Inscription Capital
Texas
$1.27M +$2.48K +58 +0.2%
OF
180
Outfitter Financial
Maine
$1.24M
PI
181
PFG Investments
New York
$1.24M -$54.3K -1,271 -4%
SAW
182
Signal Advisors Wealth
Michigan
$1.22M +$1.17M +27,402 New
VIM
183
VELA Investment Management
Ohio
$1.22M +$324K +7,581 +38%
CIS
184
Custom Index Systems
New York
$1.21M -$296K -6,924 -20%
MFFIA
185
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.2M
PFS
186
Prospera Financial Services
Texas
$1.18M -$6.5K -152 -0.6%
PFA
187
Pathway Financial Advisers
Indiana
$1.16M +$141K +3,294 +14%
WPEP
188
Walnut Private Equity Partners
Nebraska
$1.15M
SMC
189
Smith, Moore & Co
Missouri
$1.14M -$4.27K -100 -0.4%
VC
190
Veracity Capital
Georgia
$1.14M
DADC
191
D.A. Davidson & Co
Montana
$1.13M +$36.8K +862 +4%
CRC
192
Curi RMB Capital
Illinois
$1.12M +$27.3K +639 +3%
AFG
193
American Financial Group
Ohio
$1.11M
NPT
194
National Philanthropic Trust
Pennsylvania
$1.11M
Bessemer Group
195
Bessemer Group
New Jersey
$1.11M
PHS
196
Pekin Hardy Strauss
Illinois
$1.11M +$1.06M +24,875 New
HWM
197
HB Wealth Management
Georgia
$1.1M +$22.8K +533 +2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$331K +7,755 +46%
FFG
199
Fortem Financial Group
California
$1.09M -$262K -6,133 -20%
CG
200
Caprock Group
Idaho
$1.09M +$240K +5,624 +30%