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Name Holding Trade Value Shares
Change
Change in
Stake
Plancorp LLC
876
Plancorp LLC
Missouri
$475K +$5.58K +68 +1%
First Merchants Corp
877
First Merchants Corp
Indiana
$475K -$28.8K -351 -6%
AlTi Global
878
AlTi Global
New York
$471K +$105K +1,283 +31%
Smith Salley Wealth Management
879
Smith Salley Wealth Management
North Carolina
$470K -$154K -1,875 -26%
AP
880
Adero Partners
California
$469K +$246 +3 +0.1%
CWM
881
Chesapeake Wealth Management
Virginia
$469K -$55.6K -678 -11%
KIA
882
KCM Investment Advisors
California
$469K +$100K +1,220 +29%
SIA
883
Schechter Investment Advisors
Michigan
$468K -$129K -1,569 -22%
FCFC
884
First Citizens Financial Corp
Iowa
$468K – – –
APW
885
Austin Private Wealth
Texas
$467K +$82 +1 +0%
RNC Capital Management
886
RNC Capital Management
California
$464K – – –
IAIM
887
International Assets Investment Management
Florida
$464K -$410 -5 -0.1%
RWA Wealth Partners
888
RWA Wealth Partners
Massachusetts
$463K -$13K -158 -3%
PTB
889
Pioneer Trust Bank
Oregon
$463K – – –
IF
890
Intrua Financial
Texas
$461K -$1.15M -14,061 -72%
Washington Trust
891
Washington Trust
Rhode Island
$461K +$31.8K +388 +8%
HWMG
892
Hurlow Wealth Management Group
Indiana
$459K -$71.6K -873 -14%
GWP
893
Gen-Wealth Partners
Michigan
$458K +$438K +5,339 New
FSC
894
Full Sail Capital
Oklahoma
$455K – – –
EP
895
Edgestream Partners
New Jersey
$454K +$37.5K +457 +9%
APWM
896
Argonautica Private Wealth Management
Massachusetts
$449K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
897
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$449K – – –
KP
898
Keel Point
Alabama
$446K +$19.8K +241 +5%
Madison Asset Management
899
Madison Asset Management
Wisconsin
$444K -$510K -6,225 -55%
Miracle Mile Advisors
900
Miracle Mile Advisors
California
$444K -$160K -1,947 -27%