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Name Holding Trade Value Shares
Change
Change in
Stake
LGW
976
Leslie Global Wealth
Illinois
$234K +$332 +1 +0.1%
PFM
977
Patton Fund Management
Texas
$232K +$21.3K +64 +10%
Sendero Wealth Management
978
Sendero Wealth Management
Texas
$231K -$562K -1,690 -70%
SWM
979
Steinberganna Wealth Management
New York
$230K – – –
CG
980
Clifford Group
Massachusetts
$229K – – –
Leonard Rickey Investment Advisors
981
Leonard Rickey Investment Advisors
Washington
$229K +$236K +709 New
NCM
982
New Capital Management
Texas
$228K – – –
Versant Capital Management
983
Versant Capital Management
Arizona
$228K +$68.1K +205 +41%
River Wealth Advisors
984
River Wealth Advisors
Pennsylvania
$226K +$997 +3 +0.4%
TCOO
985
Trust Company of Oklahoma
Oklahoma
$223K -$19.9K -60 -8%
AFT
986
Alpha Family Trust
California
$223K – – –
Defiance ETFs
987
Defiance ETFs
New York
$223K +$229K +690 New
AT
988
Adelphi Trust
Florida
$221K +$227K +684 New
Simplex Trading
989
Simplex Trading
Illinois
$221K +$227K +684 New
Optas LLC
990
Optas LLC
Texas
$220K +$18.3K +55 +9%
GGA
991
Granite Group Advisors
Connecticut
$220K – – –
Fragasso Financial Advisors
992
Fragasso Financial Advisors
Pennsylvania
$218K -$7.98K -24 -3%
JGC
993
J. Goldman & Co
New York
$218K +$224K +675 New
NI
994
Natural Investments
California
$216K +$14K +42 +7%
UHLMANN PRICE SECURITIES
995
UHLMANN PRICE SECURITIES
Illinois
$214K +$4.32K +13 +2%
RFG
996
REAP Financial Group
Texas
$213K +$332 +1 +0.2%
HFS
997
Hopwood Financial Services
Virginia
$213K – – –
CSPIA
998
Cary Street Partners Investment Advisory
Virginia
$213K +$117K +352 +114%
Center for Financial Planning
999
Center for Financial Planning
Michigan
$211K – – –
KCM Investment Advisors
1000
KCM Investment Advisors
California
$210K +$12.6K +38 +6%