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Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
TrueWealth Advisors
Alabama
$238K -$13.6K -24 -6%
EFS
402
Essex Financial Services
Connecticut
$234K +$567 +1 +0.3%
TWM
403
Thrive Wealth Management
Pennsylvania
$234K -$1.13K -2 -0.5%
ASN
404
Advisory Services Network
Georgia
$231K
AWM
405
Axxcess Wealth Management
California
$231K -$5.67K -10 -3%
DWT
406
Dorsey & Whitney Trust
South Dakota
$231K +$1.13K +2 +0.5%
PNC
407
Park National Corp
Ohio
$230K
TAM
408
Tucker Asset Management
Colorado
$230K +$217K +382 New
DC
409
Davenport & Co
Virginia
$227K +$214K +378 New
KBC Group
410
KBC Group
Belgium
$227K +$22.1K +39 +12%
MYAM
411
Meiji Yasuda Asset Management
Japan
$222K -$6.24K -11 -3%
CAM
412
Claret Asset Management
Quebec, Canada
$219K +$206K +364 New
DFCM
413
Dark Forest Capital Management
Puerto Rico
$218K -$615K -1,084 -75%
IFG
414
Independent Financial Group
California
$213K +$201K +355 New
Rafferty Asset Management
415
Rafferty Asset Management
New York
$209K -$15.9K -28 -7%
FFA
416
Farther Finance Advisors
California
$203K +$184K +324 +2,314%
JFG
417
Jefferies Financial Group
New York
$201K +$189K +334 New
SIS
418
Sound Income Strategies
Florida
$201K +$189K +334 New
WT
419
Whittier Trust
California
$200K +$3.97K +7 +2%
SOW
420
State of Wyoming
Wyoming
$197K +$40.3K +71 +28%
TF
421
Tompkins Financial
New York
$186K
ARMT
422
Amica Retiree Medical Trust
Rhode Island
$180K +$170K +299 New
SAM
423
Shell Asset Management
Netherlands
$168K +$158K +279 New
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$163K +$26.1K +46 +20%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$150K