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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sendero Wealth Management
Texas
$231K -$562K -1,690 -70%
SWM
977
Steinberganna Wealth Management
New York
$230K
CG
978
Clifford Group
Massachusetts
$229K
LRIA
979
Leonard Rickey Investment Advisors
Washington
$229K +$236K +709 New
NCM
980
New Capital Management
Texas
$228K
VCM
981
Versant Capital Management
Arizona
$228K +$68.1K +205 +41%
RWA
982
River Wealth Advisors
Pennsylvania
$226K +$997 +3 +0.4%
TCOO
983
Trust Company of Oklahoma
Oklahoma
$223K -$19.9K -60 -8%
AFT
984
Alpha Family Trust
California
$223K
DE
985
Defiance ETFs
New York
$223K +$229K +690 New
AT
986
Adelphi Trust
Florida
$221K +$227K +684 New
Simplex Trading
987
Simplex Trading
Illinois
$221K +$227K +684 New
OL
988
Optas LLC
Texas
$220K +$18.3K +55 +9%
GGA
989
Granite Group Advisors
Connecticut
$220K
FFA
990
Fragasso Financial Advisors
Pennsylvania
$218K -$7.98K -24 -3%
JGC
991
J. Goldman & Co
New York
$218K +$224K +675 New
NI
992
Natural Investments
California
$216K +$14K +42 +7%
UPS
993
UHLMANN PRICE SECURITIES
Illinois
$214K +$4.32K +13 +2%
RFG
994
REAP Financial Group
Texas
$213K +$332 +1 +0.2%
HFS
995
Hopwood Financial Services
Virginia
$213K
CSPIA
996
Cary Street Partners Investment Advisory
Virginia
$213K +$117K +352 +114%
CFFP
997
Center for Financial Planning
Michigan
$211K
KIA
998
KCM Investment Advisors
California
$210K +$12.6K +38 +6%
MAA
999
Matrix Asset Advisors
New York
$209K
SP
1000
SmartHarvest Portfolios
Washington
$209K -$55.5K -167 -21%