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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1076
Mayflower Financial Advisors
Massachusetts
$288K +$7.03K +158 +2%
IFWM
1077
Institute for Wealth Management
Colorado
$288K
FRM
1078
Fox Run Management
Connecticut
$287K +$305K +6,853 New
SIM
1079
Sentry Investment Management
Wisconsin
$287K
KFGK
1080
Keystone Financial Group (Kentucky)
Kentucky
$287K -$6.9K -155 -2%
OAM
1081
Oppenheimer Asset Management
New York
$286K +$30.4K +683 +11%
LSAG
1082
Lake Street Advisors Group
New Hampshire
$286K -$26.5K -596 -8%
AFT
1083
Alpha Family Trust
California
$286K +$303K +6,810 New
1W
1084
1776 Wealth
Georgia
$285K -$24.6K -553 -8%
DWT
1085
Dorsey & Whitney Trust
South Dakota
$284K -$2.54K -57 -0.8%
SCI
1086
S&CO Inc
Massachusetts
$283K +$102K +2,300 +52%
ZIG
1087
Zuckerman Investment Group
Illinois
$282K -$23.4K -525 -7%
GAG
1088
GM Advisory Group
New York
$281K +$11K +247 +4%
RCA
1089
Resonant Capital Advisors
Wisconsin
$281K -$1.02K -23 -0.3%
WI
1090
Wintrust Investments
Illinois
$280K -$2.32M -52,030 -89%
SCM
1091
Sitrin Capital Management
California
$279K -$3.13M -70,305 -92%
PCG
1092
Prosperity Consulting Group
Maryland
$279K +$296K +6,641 New
TFA
1093
Transamerica Financial Advisors
Florida
$278K +$148K +3,314 +100%
HFP
1094
Holistic Financial Partners
Indiana
$276K +$2.89K +65 +1%
EFG
1095
Everhart Financial Group
Ohio
$276K -$91.4K -2,053 -24%
BP
1096
Ballentine Partners
Massachusetts
$275K -$33.9K -762 -10%
CAM
1097
Cidel Asset Management
Ontario, Canada
$273K +$24.2K +544 +9%
PC
1098
Pecaut & Co
Iowa
$273K
EWA
1099
Exencial Wealth Advisors
Oklahoma
$272K -$4.1K -92 -1%
NFG
1100
Nations Financial Group
Iowa
$272K -$86.4K -1,940 -23%