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Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
601
Jackson Creek Investment Advisors
Colorado
$476K -$7.17K -70 -2%
PWM
602
Perigon Wealth Management
California
$474K -$191K -1,860 -30%
OAM
603
Ostrum Asset Management
France
$472K -$146K -1,428 -25%
CP
604
Capital Planning
Washington
$471K
GFA
605
Grunden Financial Advisory
Texas
$467K +$205 +2 +0%
VAG
606
VisionPoint Advisory Group
Texas
$460K +$4K +39 +0.9%
ZIG
607
Zuckerman Investment Group
Illinois
$457K -$187K -1,827 -30%
BCM
608
Birmingham Capital Management
Alabama
$456K
GWM
609
GDS Wealth Management
Texas
$449K -$5.94K -58 -1%
NW
610
NewEdge Wealth
Pennsylvania
$448K +$419K +4,092 New
DCM
611
Dorato Capital Management
Colorado
$443K +$382K +3,726 New
MG
612
Mather Group
Illinois
$443K -$7.07K -69 -2%
ATC
613
Argent Trust Co
Tennessee
$442K -$25.3K -247 -6%
SAM
614
Silvercrest Asset Management
New York
$435K
WFI
615
West Family Investments
California
$434K -$54K -527 -12%
ACMA
616
Arbor Capital Management (Alaska)
Alaska
$428K
CAG
617
Crestwood Advisors Group
Massachusetts
$427K +$32.4K +316 +9%
VCM
618
Violich Capital Management
California
$427K
AEPWM
619
Atlantic Edge Private Wealth Management
Florida
$426K -$5.12K -50 -1%
CIBC World Market
620
CIBC World Market
Ontario, Canada
$424K -$104K -1,019 -21%
PPWP
621
Premier Path Wealth Partners
New Jersey
$424K +$23.6K +230 +6%
IFG
622
Independent Financial Group
California
$422K -$12.6K -123 -3%
RP
623
Riverwater Partners
Wisconsin
$420K -$6.76K -66 -2%
HNB
624
Huntington National Bank
Ohio
$419K +$45.2K +441 +13%
FIA
625
Foundations Investment Advisors
Arizona
$419K +$19.3K +188 +5%