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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
301
Cullen/Frost Bankers
Texas
$577 -$918 -22 -63%
KG
302
Kilter Group
New York
$481 +$459 +11 New
NC
303
NewSquare Capital
Pennsylvania
$437 +$417 +10 New
PWMG
304
Prestige Wealth Management Group
New Jersey
$394 +$376 +9 New
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$350 -$209 -5 -38%
GC
306
Garde Capital
Washington
$219
RWM
307
Rialto Wealth Management
New York
$175 -$292 -7 -64%
SIC
308
SJS Investment Consulting
Ohio
$175 -$209 -5 -56%
AWM
309
Abound Wealth Management
Tennessee
$175
PWM
310
Parkworth Wealth Management
California
$131
HIA
311
HFM Investment Advisors
New Jersey
$131 +$83 +2 +200%
GRP
312
Global Retirement Partners
California
$131 +$125 +3 New
DF
313
DecisionPoint Financial
Arizona
$91 +$83 +2 New
BHWM
314
Bay Harbor Wealth Management
Maryland
$87 -$42 -1 -33%
SC
315
Stephens Consulting
Michigan
$44 -$793 -19 -95%
SS
316
SBI Securities
Japan
$44
TWD
317
True Wealth Design
Ohio
$44
AGWCA
318
Annis Gardner Whiting Capital Advisors
Florida
$44 +$42 +1 New
ECA
319
Encompass Capital Advisors
New York
-$27.5M -599,095 Closed
Federated Hermes
320
Federated Hermes
Pennsylvania
-$11.8M -257,200 Closed
CVA
321
Ceredex Value Advisors
Florida
-$8.5M -185,369 Closed
SBH
322
Segall Bryant & Hamill
Illinois
-$8.1M -176,691 Closed
BA
323
Bridgewater Associates
Connecticut
-$7.72M -168,406 Closed
CRM
324
Cramer Rosenthal McGlynn
Connecticut
-$7.02M -153,206 Closed
EMFAT
325
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.7M -124,407 Closed