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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1801
Westhampton Capital
North Carolina
$544K
FFN
1802
Focus Financial Network
Minnesota
$543K -$98.5K -1,229 -15%
OWA
1803
One Wealth Advisors
California
$543K -$94.2K -1,176 -15%
SMG
1804
Spectrum Management Group
Indiana
$543K
TC
1805
Trust Company
Kansas
$540K +$12.1K +151 +2%
FMB
1806
Field & Main Bank
Kentucky
$539K +$312K +3,898 +139%
BIA
1807
BHK Investment Advisors
Alabama
$537K +$8.74K +109 +2%
BOS
1808
Bingham Osborn & Scarborough
California
$534K -$41.3K -515 -7%
TL
1809
TrueWealth LLC
Georgia
$534K +$321 +4 +0.1%
BWP
1810
BSW Wealth Partners
Colorado
$532K +$76.1K +950 +17%
ACH
1811
ArrowMark Colorado Holdings
Colorado
$529K
AF
1812
Allworth Financial
California
$528K +$9.94K +124 +2%
TW
1813
Transform Wealth
Colorado
$527K -$457K -5,700 -46%
TFGT
1814
TS Financial Group (TSFG)
Illinois
$527K +$6.33K +79 +1%
EF
1815
Empirical Finance
Pennsylvania
$527K +$9.38K +117 +2%
PMFA
1816
Plante Moran Financial Advisors
Michigan
$525K -$52.2K -651 -9%
MWVC
1817
Morgens Waterfall Vintiadis & Co
New York
$525K
MWPCG
1818
Measured Wealth Private Client Group
New Hampshire
$522K -$73.1K -912 -12%
BHTS
1819
Bar Harbor Trust Services
Maine
$522K -$26K -325 -5%
CIP
1820
Convergence Investment Partners
Florida
$521K -$1.97M -24,608 -79%
LB
1821
Landmark Bank
Missouri
$521K -$4.65K -58 -0.9%
DA
1822
Doliver Advisors
Texas
$519K +$110K +1,378 +27%
CI
1823
CX Institutional
Indiana
$517K +$8.34K +104 +2%
OA
1824
Oxbow Advisors
Texas
$517K +$9.06K +113 +2%
OGC
1825
Oak Grove Capital
New Hampshire
$517K +$28.3K +353 +6%