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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dimension Capital Management
Florida
$32K
CCP
227
Corient Capital Partners
California
$32K +$1.61K +563 +5%
KP
228
Keel Point
Alabama
$32K +$30.9K +10,852 New
PP
229
PDS Planning
Ohio
$31K +$2.48K +870 +8%
SS
230
Simplicity Solutions
Minnesota
$29K -$25.9K -9,084 -44%
SW
231
SVB Wealth
Massachusetts
$29K +$32.5K +11,404 New
PB
232
Pinnacle Bancorp
Nebraska
$28K
CCM
233
Coldstream Capital Management
Washington
$28K +$31.5K +11,034 New
FTDI
234
First Trust Direct Indexing
Massachusetts
$28K +$32.2K +11,302 New
DBT
235
Dubuque Bank & Trust
Iowa
$27K -$35.2K -12,335 -53%
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$27K -$31K -10,875 -50%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$3.01K -1,056 -9%
PA
238
Procyon Advisors
Connecticut
$26K
CAMG
239
CWA Asset Management Group
Florida
$25K
WTA
240
Washington Trust Advisors
Massachusetts
$22K -$1.85K -648 -7%
BBHC
241
Brown Brothers Harriman & Co
New York
$21K
SWM
242
SeaCrest Wealth Management
New York
$19K +$22K +7,727 New
BWM
243
BerganKDV Wealth Management
Minnesota
$17K
AF
244
Advisornet Financial
Minnesota
$15K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$15K +$2.53K +887 +18%
JWM
246
Janiczek Wealth Management
Colorado
$14K +$4.77K +1,673 +50%
PPFA
247
Provida Pension Fund Administrator
Chile
$13.2K
LSA
248
Leonteq Securities AG
Switzerland
$11.4K -$104K -36,424 -89%
WTC
249
WhitTier Trust Company
Nevada
$11K
SGDR
250
SPX Gestao de Recursos
Brazil
$10.5K -$36K -12,625 -75%