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Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
626
First Citizens Bank & Trust
North Carolina
$247K -$16.8K -157 -7%
PFM
627
Patton Fund Management
Texas
$246K – – –
DS
628
DRW Securities
Illinois
$244K +$237K +2,221 New
KCP
629
Kera Capital Partners
California
$244K +$237K +2,220 New
RBC
630
Romano Brothers & Co
Illinois
$243K – – –
IPW
631
Impact Partnership Wealth
Georgia
$242K +$321 +3 +0.1%
NP
632
NorthRock Partners
Minnesota
$242K -$26.4K -247 -10%
TIA
633
Trust Investment Advisors
Indiana
$242K – – –
SL
634
Summitry LLC
California
$241K +$15.5K +145 +7%
WAG
635
Wilkerson Advisory Group
Missouri
$240K +$113K +1,054 +93%
CWM
636
CarsonAllaria Wealth Management
Illinois
$238K – – –
TCWM
637
Total Clarity Wealth Management
Illinois
$238K +$5.77K +54 +3%
Luther King Capital Management (LKCM)
638
Luther King Capital Management (LKCM)
Texas
$237K -$6.42K -60 -3%
LAM
639
Longboard Asset Management
Arizona
$236K – – –
OWP
640
ORG Wealth Partners
Texas
$234K +$59.4K +556 +35%
AFT
641
Alpha Family Trust
California
$232K – – –
W
642
Wealthquest
Ohio
$231K – – –
TWC
643
TD Waterhouse Canada
Ontario, Canada
$229K +$163K +1,523 +282%
PFG
644
Prosperity Financial Group
California
$228K +$5.35K +50 +2%
SPC
645
Sigma Planning Corp
Michigan
$227K -$4.6K -43 -2%
CT
646
Clearstead Trust
Maine
$226K – – –
ASN
647
Advisory Services Network
Georgia
$225K +$219K +2,046 New
ACA
648
Aptus Capital Advisors
Alabama
$225K -$80.4K -752 -27%
AAS
649
Ameritas Advisory Services
Nebraska
$224K -$10.5K -98 -5%
CCMI
650
Creative Capital Management Investments
California
$223K – – –