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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dimension Capital Management
Florida
$32K – – –
IAIM
227
International Assets Investment Management
Florida
$32K – – –
CCP
228
Corient Capital Partners
California
$32K +$1.61K +563 +5%
KP
229
Keel Point
Alabama
$32K +$30.9K +10,852 New
PP
230
PDS Planning
Ohio
$31K +$2.48K +870 +8%
SS
231
Simplicity Solutions
Minnesota
$29K -$25.9K -9,084 -44%
SW
232
SVB Wealth
Massachusetts
$29K +$32.5K +11,404 New
PB
233
Pinnacle Bancorp
Nebraska
$28K – – –
CCM
234
Coldstream Capital Management
Washington
$28K +$31.5K +11,034 New
FTDI
235
First Trust Direct Indexing
Massachusetts
$28K +$32.2K +11,302 New
DBT
236
Dubuque Bank & Trust
Iowa
$27K -$35.2K -12,335 -53%
WWMSC
237
Wagner Wealth Management (South Carolina)
South Carolina
$27K -$31K -10,875 -50%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$3.01K -1,056 -9%
PA
239
Procyon Advisors
Connecticut
$26K – – –
CAMG
240
CWA Asset Management Group
Florida
$25K – – –
WTA
241
Washington Trust Advisors
Massachusetts
$22K -$1.85K -648 -7%
BBHC
242
Brown Brothers Harriman & Co
New York
$21K – – –
SWM
243
SeaCrest Wealth Management
New York
$19K +$22K +7,727 New
BWM
244
BerganKDV Wealth Management
Minnesota
$17K – – –
AF
245
Advisornet Financial
Minnesota
$15K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$15K +$2.53K +887 +18%
JWM
247
Janiczek Wealth Management
Colorado
$14K +$4.77K +1,673 +50%
PPFA
248
Provida Pension Fund Administrator
Chile
$13.2K – – –
LSA
249
Leonteq Securities AG
Switzerland
$11.4K -$104K -36,424 -89%
WTC
250
WhitTier Trust Company
Nevada
$11K – – –