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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1551
Cary Street Partners Investment Advisory
Virginia
$455K +$63K +369 +24%
9WM
1552
9258 Wealth Management
Ohio
$450K -$105K -615 -24%
AO
1553
Advisor OS
Illinois
$450K +$48.6K +285 +17%
HIS
1554
Harvest Investment Services
Illinois
$449K -$152K -891 -32%
YIA
1555
YHB Investment Advisors
Connecticut
$449K +$326K +1,908 New
GIM
1556
Grassi Investment Management
California
$448K
OFG
1557
OmniStar Financial Group
North Carolina
$448K +$17.9K +105 +6%
BO
1558
BRR OpCo
Ohio
$448K +$35.8K +210 +12%
AFS
1559
Annapolis Financial Services
Maryland
$448K +$325K +1,905 New
SRSA
1560
S.R. Schill & Associates
Washington
$447K +$63.5K +372 +24%
JGIA
1561
Jackson Grant Investment Advisers
Connecticut
$446K +$324K +1,896 New
CCG
1562
Cypress Capital Group
Florida
$445K +$20.5K +120 +7%
JBA
1563
Johnson Bixby & Associates
Washington
$442K +$321K +1,881 New
BCM
1564
Boltwood Capital Management
California
$441K
FNBOO
1565
First National Bank of Omaha
Nebraska
$441K
B
1566
Bellecapital
Switzerland
$440K +$319K +1,872 New
QWM
1567
Quaker Wealth Management
New Jersey
$438K -$25.6K -150 -7%
UCMOK
1568
United Capital Management of KS
Kansas
$437K -$52.2K -306 -14%
MFGM
1569
Marshall Financial Group (Maryland)
Maryland
$437K +$317K +1,857 New
CWA
1570
Clarus Wealth Advisors
Arizona
$434K
IDA
1571
Intelligence Driven Advisers
California
$433K
AWM
1572
Affinity Wealth Management
Delaware
$433K +$263K +1,539 New
M1FG
1573
Mach-1 Financial Group
Arkansas
$433K +$315K +1,845 New
SSWM
1574
Sheets Smith Wealth Management
North Carolina
$431K +$13.3K +78 +4%
FNT
1575
First Nebraska Trust
Nebraska
$430K