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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1301
First Nebraska Trust
Nebraska
$220K
TCBWMS
1302
Texas Capital Bank Wealth Management Services
Texas
$219K -$5.92K -20 -3%
WPC
1303
White Pine Capital
Minnesota
$219K
OL
1304
OneFund LLC
Florida
$219K +$8.29K +28 +4%
RF
1305
Rossby Financial
Florida
$218K +$30.2K +102 +16%
MSWM
1306
McGlone Suttner Wealth Management
Wisconsin
$217K -$888 -3 -0.4%
CPC
1307
Congress Park Capital
New York
$216K +$222K +750 New
KFSC
1308
Keystone Financial Services (Colorado)
Colorado
$215K -$5.92K -20 -3%
HBT
1309
Heartland Bank & Trust
Illinois
$215K -$592 -2 -0.3%
MF
1310
Montis Financial
Massachusetts
$215K
FFA
1311
Florida Financial Advisors
Florida
$215K -$59.5K -201 -21%
BWP
1312
BSW Wealth Partners
Colorado
$215K +$220K +745 New
EL
1313
EWA LLC
Pennsylvania
$215K +$36.1K +122 +20%
PAA
1314
Peregrine Asset Advisers
Oregon
$214K +$26.9K +91 +11%
AA
1315
Addison Advisors
Vermont
$214K -$3.55K -12 -2%
AL
1316
Aspiriant LLC
California
$211K -$48.5K -164 -18%
4WM
1317
4J Wealth Management
Virginia
$211K +$13.3K +45 +7%
TWM
1318
Thrive Wealth Management
Pennsylvania
$211K -$8.58K -29 -4%
CBA
1319
Coastal Bridge Advisors
Connecticut
$210K -$9.76K -33 -4%
MKW
1320
Mullaney, Keating & Wright
Connecticut
$210K
MPAM
1321
Murphy Pohlad Asset Management
Minnesota
$209K +$214K +724 New
WCWM
1322
Willow Creek Wealth Management
California
$208K
NRS
1323
Neville Rodie & Shaw
New York
$207K -$583K -1,969 -73%
EFSCE
1324
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$9.76K +33 +5%
PDL
1325
Portfolio Design Labs
California
$206K -$371K -1,253 -64%