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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1001
Advisor OS
Illinois
$209K +$217K +426 New
UB
1002
UMB Bank
Missouri
$208K -$211K -414 -49%
ML
1003
McAdam LLC
Pennsylvania
$208K +$216K +424 New
PCG
1004
Prosperity Consulting Group
Maryland
$208K +$216K +424 New
AWA
1005
Acorn Wealth Advisors
Michigan
$207K -$167K -327 -44%
DAS
1006
Dynamic Advisor Solutions
Arizona
$206K -$200K -392 -48%
ACA
1007
Ascension Capital Advisors
Texas
$206K +$214K +419 New
FWP
1008
Family Wealth Partners
North Carolina
$205K +$213K +418 New
AHL
1009
Abel Hall LLC
Louisiana
$203K +$211K +414 New
RS
1010
R Squared
Hong Kong
$201K +$209K +410 New
TWD
1011
True Wealth Design
Ohio
$201K -$21.9K -43 -10%
NWM
1012
Northwest Wealth Management
Iowa
$200K +$208K +408 New
Ninety One (UK)
1013
Ninety One (UK)
United Kingdom
$192K +$199K +391 New
CM
1014
Capula Management
Cayman Islands
$192K +$199K +391 New
OL
1015
OneFund LLC
Florida
$189K +$510 +1 +0.3%
KFG
1016
Kingdom Financial Group
Arizona
$184K +$191K +375 New
VR
1017
Vision Retirement
New Jersey
$180K
CT
1018
Colonial Trust
South Carolina
$169K +$50K +98 +40%
BC
1019
Bayforest Capital
United Kingdom
$166K +$173K +339 New
1IA
1020
1620 Investment Advisors
Massachusetts
$165K -$83.6K -164 -33%
EI
1021
EFG International
$163K +$22.9K +45 +16%
WT
1022
Whittier Trust
California
$161K +$6.63K +13 +4%
BWA
1023
Basecamp Wealth Advisors
Washington
$159K +$510 +1 +0.3%
CFB
1024
Cullen/Frost Bankers
Texas
$157K +$46.4K +91 +40%
AIM
1025
Ausbil Investment Management
Australia
$150K -$150K -295 -48%