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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1926
Cable Hill Partners
Oregon
$537K +$117K +414 +25%
BSG
1927
Black Swift Group
Colorado
$535K +$583K +2,055 New
CAWM
1928
Capital Advisors Wealth Management
Washington
$534K +$38.9K +137 +7%
IWN
1929
Independent Wealth Network
Iowa
$531K +$654K +2,304 New
AP
1930
Adero Partners
California
$525K +$20.4K +72 +4%
FDS
1931
First Dallas Securities
Texas
$524K -$14.2K -50 -2%
CCM
1932
Cribstone Capital Management
Maine
$524K
G
1933
GenTrust
Florida
$524K +$51.1K +180 +10%
CBFP
1934
Cedar Brook Financial Partners
Ohio
$524K +$152K +534 +36%
CI
1935
CAZ Investments
Texas
$520K -$227K -800 -29%
ACM
1936
Argent Capital Management
Missouri
$520K
CC
1937
Constitution Capital
Connecticut
$520K +$14.2K +50 +3%
ECG
1938
Edge Capital Group
Georgia
$517K +$25.5K +90 +5%
GWM
1939
Gray Wealth Management
Maine
$512K +$284 +1 +0.1%
SGI
1940
Summit Global Investments
Utah
$511K +$27K +95 +5%
PIA
1941
Pinion Investment Advisors
Kansas
$510K +$6.24K +22 +1%
LFA
1942
Legacy Financial Advisors
Kentucky
$510K +$12.5K +44 +2%
CIA
1943
Compass Ion Advisors
Pennsylvania
$507K
PBO
1944
Peoples Bank (Ohio)
Ohio
$507K +$26.1K +92 +5%
CCM
1945
Chickasaw Capital Management
Tennessee
$507K +$56.7K +200 +11%
AWP
1946
Ascent Wealth Partners
New York
$505K +$2.27K +8 +0.4%
MA
1947
MCF Advisors
Kentucky
$505K +$70.6K +249 +15%
JF
1948
Jump Financial
Illinois
$503K -$84.8K -299 -13%
CC
1949
Cannell & Co
New York
$502K +$45.4K +160 +9%
RIM
1950
Redwood Investment Management
Arizona
$501K