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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
826
Dougherty Wealth Advisers
Minnesota
$215K – – –
MFW
827
Meristem Family Wealth
Minnesota
$214K +$191K +657 New
BRWM
828
B. Riley Wealth Management
Tennessee
$213K -$4.65K -16 -2%
Atria Wealth Solutions
829
Atria Wealth Solutions
New York
$211K +$188K +647 New
CWP
830
Curated Wealth Partners
California
$210K – – –
HPWM
831
Highland Private Wealth Management
Washington
$209K +$187K +642 New
APW
832
Austin Private Wealth
Texas
$209K +$187K +643 New
SB
833
Simmons Bank
Arkansas
$208K +$186K +640 New
Choate Investment Advisors
834
Choate Investment Advisors
Massachusetts
$207K -$230K -790 -55%
TCI Wealth Advisors
835
TCI Wealth Advisors
Arizona
$205K +$7.27K +25 +4%
DMBA
836
Deseret Mutual Benefit Administrators
Utah
$202K -$29.1K -100 -14%
Crestwood Advisors Group
837
Crestwood Advisors Group
Massachusetts
$202K +$180K +620 New
JSAM
838
J. Safra Asset Management
New York
$201K – – –
BBNA
839
Bremer Bank National Association
Minnesota
$201K +$179K +617 New
MA
840
Mutual Advisors
Nebraska
$201K +$180K +618 New
MCM
841
Manchester Capital Management
Vermont
$200K +$291 +1 +0.2%
GWMIA
842
Global Wealth Management Investment Advisory
Florida
$198K – – –
Simon Quick Advisors
843
Simon Quick Advisors
New Jersey
$194K +$106K +363 +156%
EI
844
Ellevest Inc
New York
$174K -$2.04K -7 -1%
CWA
845
Carolina Wealth Advisors
South Carolina
$173K – – –
SOW
846
State of Wyoming
Wyoming
$170K -$18.9K -65 -11%
Smithfield Trust
847
Smithfield Trust
Pennsylvania
$168K -$30.8K -106 -17%
AA
848
Addison Advisors
Vermont
$164K – – –
SSG
849
Summit Securities Group
New York
$159K +$142K +488 New
WPA
850
West Paces Advisors
Georgia
$157K – – –