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Name Holding Trade Value Shares
Change
Change in
Stake
OFA
2501
Oak Family Advisors
Illinois
$281K -$35.4K -800 -11%
CM
2502
Castleark Management
Illinois
$280K – – –
CA
2503
CastleArk Alternatives
Illinois
$280K +$288K +6,500 New
WI
2504
WBI Investments
New Jersey
$278K -$3.55M -80,043 -92%
RB
2505
Renasant Bank
Mississippi
$278K -$220K -4,959 -43%
PFA
2506
Pinnacle Family Advisors
Missouri
$278K +$286K +6,457 New
CAM
2507
Claret Asset Management
Quebec, Canada
$276K -$161K -3,637 -36%
SFC
2508
SYM Financial Corp
Indiana
$276K +$37.6K +849 +15%
LSA
2509
Lion Street Advisors
Texas
$276K +$287K +6,475 New
JFA
2510
Johanson Financial Advisors
California
$275K +$8.95K +202 +3%
HA
2511
HYA Advisors
Missouri
$274K +$1.73K +39 +0.6%
MSR
2512
Main Street Research
Connecticut
$274K +$41.2K +930 +17%
P
2513
&Partners
Tennessee
$273K +$443 +10 +0.2%
WC
2514
Weil Company
California
$272K – – –
BBW
2515
Blue Barn Wealth
Utah
$272K +$280K +6,331 New
SMF
2516
Sterling Manor Financial
New York
$270K +$278K +6,270 New
NC
2517
NBW Capital
Massachusetts
$269K -$77K -1,737 -22%
LFG
2518
Lazard Frères Gestion
France
$268K – – –
LWP
2519
Legacy Wealth Planning
Nevada
$268K – – –
SFFS
2520
Stonehage Fleming Financial Services
Jersey
$268K – – –
TW
2521
Towerpoint Wealth
California
$267K – – –
WCG
2522
Weaver Consulting Group
California
$267K +$2.48K +56 +0.9%
DIM
2523
Delta Investment Management
California
$266K -$15.8K -356 -5%
AAM
2524
Ascension Asset Management
New York
$266K – – –
OKSA
2525
O'Keefe Stevens Advisory
New York
$266K – – –