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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
751
City State Bank
Iowa
$262K – – –
UCI
752
Uncommon Cents Investing
Wisconsin
$262K +$267K +945 New
PMG
753
ProVise Management Group
Florida
$260K -$158K -561 -37%
WIM
754
Westside Investment Management
California
$259K +$40.7K +144 +7%
WANY
755
Wealthspire Advisors (New York)
New York
$259K +$264K +934 New
ECM
756
Evergreen Capital Management
Washington
$258K +$22.3K +79 +9%
CC
757
Cipher Capital
New York
$257K +$262K +928 New
DWM
758
Defined Wealth Management
Oregon
$256K -$56.5K -200 -18%
OPCM
759
Osborne Partners Capital Management
California
$256K – – –
IFWM
760
Institute for Wealth Management
Colorado
$256K -$18.9K -67 -7%
AAS
761
Avantax Advisory Services
Texas
$255K +$5.37K +19 +2%
APW
762
Acima Private Wealth
Virginia
$254K – – –
NFP
763
Narus Financial Partners
Utah
$253K -$5.65K -20 -2%
WP
764
WealthSource Partners
California
$252K +$25.7K +91 +11%
SWA
765
Stratos Wealth Advisors
Ohio
$251K +$256K +908 New
QT
766
Quantbot Technologies
New York
$251K -$656K -2,323 -72%
GC
767
Gratus Capital
Georgia
$251K -$36.7K -130 -13%
NB
768
NBT Bank
New York
$250K – – –
TH
769
TCTC Holdings
Texas
$249K -$141K -500 -36%
SCP
770
Sender Company & Partners
New York
$249K -$1.7K -6 -0.7%
MC
771
Machina Capital
France
$249K +$254K +900 New
CCG
772
Cypress Capital Group
Florida
$249K +$254K +899 New
CLOS
773
Compagnie Lombard Odier SCmA
Switzerland
$248K +$145K +512 +133%
WA
774
Waddell & Associates
Tennessee
$247K +$1.7K +6 +0.7%
FFA
775
Founders Financial Alliance
North Carolina
$245K -$20.3K -72 -8%