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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WF
851
Wayfinding Financial
Washington
$224K -$2.49K -10 -1%
RWA
852
River Wealth Advisors
Pennsylvania
$223K +$249 +1 +0.1%
PP
853
Patron Partners
Texas
$221K – – –
TFA
854
Trinity Financial Advisors
Ohio
$221K – – –
FNBOH
855
First National Bank of Hutchinson
Kansas
$221K +$231K +928 New
MCM
856
Mitchell Capital Management
Kansas
$221K +$231K +928 New
Wealthspire Advisors (New York)
857
Wealthspire Advisors (New York)
New York
$221K -$32.9K -132 -12%
PFM
858
Patton Fund Management
Texas
$220K – – –
MYAM
859
Meiji Yasuda Asset Management
Japan
$220K +$230K +924 New
GM
860
GeoWealth Management
Illinois
$220K +$118K +473 +105%
OFI Invest Asset Management
861
OFI Invest Asset Management
France
$219K +$163K +656 +154%
KPWG
862
KFA Private Wealth Group
Virginia
$216K – – –
NAM
863
NTV Asset Management
West Virginia
$214K – – –
TCOTS
864
Trust Company of the South
North Carolina
$213K – – –
Freestone Grove Partners
865
Freestone Grove Partners
California
$211K +$221K +888 New
PFBT
866
Parkside Financial Bank & Trust
Missouri
$211K +$49.3K +198 +29%
Edmond de Rothschild Holding
867
Edmond de Rothschild Holding
Switzerland
$210K – – –
SWM
868
Steinberganna Wealth Management
New York
$210K +$219K +880 New
PCS
869
Personal CFO Solutions
New Jersey
$210K -$3.24K -13 -1%
SB
870
Strategic Blueprint
Georgia
$210K +$11.7K +47 +6%
VCM
871
Versant Capital Management
Arizona
$209K +$3.49K +14 +2%
Sageworth Trust
872
Sageworth Trust
Pennsylvania
$209K +$219K +879 New
IWN
873
Independent Wealth Network
Iowa
$209K +$4.73K +19 +2%
HCMG
874
Howard Capital Management Group
California
$208K – – –
WCA
875
Westover Capital Advisors
Delaware
$208K – – –