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Name Holding Trade Value Shares
Change
Change in
Stake
PCMI
1001
Paradigm Capital Management Inc
New York
$480K – – –
PWM
1002
Paulson Wealth Management
Illinois
$479K – – –
OA
1003
Oasis Advisors
Iowa
$477K +$496K +1,792 New
FMI
1004
Frec Markets Inc
California
$473K +$194K +702 +65%
DMBA
1005
Deseret Mutual Benefit Administrators
Utah
$470K -$16.9K -61 -3%
MO
1006
McMillan Office
Michigan
$470K – – –
AA
1007
Armis Advisers
Georgia
$470K +$46.8K +169 +12%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$469K +$830 +3 +0.2%
TPCW
1009
TD Private Client Wealth
New York
$469K +$21.9K +79 +5%
TSWM
1010
Triangle Securities Wealth Management
North Carolina
$469K -$29.3K -106 -6%
CDDEC
1011
Caisse Des Depots Et Consignations
France
$469K – – –
AWM
1012
Aprio Wealth Management
Georgia
$469K +$203K +734 +72%
IA
1013
Integrity Alliance
Iowa
$466K +$10.8K +39 +2%
First Manhattan
1014
First Manhattan
New York
$465K -$24.9K -90 -5%
TAM
1015
Trillium Asset Management
Massachusetts
$465K -$2.77K -10 -0.6%
WAP
1016
Wealthcare Advisory Partners
Pennsylvania
$464K +$71.4K +258 +17%
DBG
1017
De Burlo Group
Massachusetts
$463K -$6.64K -24 -1%
CWM
1018
Cornerstone Wealth Management
Missouri
$463K +$62.8K +227 +15%
CT
1019
Caldwell Trust
Florida
$456K – – –
PHWM
1020
Palatine Hill Wealth Management
Michigan
$455K +$62.5K +226 +15%
PTC
1021
Private Trust Company
Ohio
$454K -$19.1K -69 -4%
CW
1022
CreativeOne Wealth
Kansas
$451K +$11.6K +42 +3%
DAS
1023
Dynamic Advisor Solutions
Arizona
$450K +$32.6K +118 +8%
FB
1024
First Bancorp
Maine
$447K – – –
BGA
1025
Battery Global Advisors
Massachusetts
$447K +$455K +1,646 +5,487%