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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1001
Balasa Dinverno & Foltz
$228K -$49.2K -216 -17%
PWS
1002
Precision Wealth Strategies
Missouri
$228K -$47.6K -209 -17%
TWI
1003
Thomas White International
Illinois
$227K – – –
AF
1004
Advisornet Financial
Minnesota
$225K +$22.8K +100 +11%
Congress Wealth Management
1005
Congress Wealth Management
Massachusetts
$225K +$236K +1,035 New
Tiedemann Advisors
1006
Tiedemann Advisors
New York
$224K +$1.59K +7 +0.7%
LOPW
1007
Live Oak Private Wealth
North Carolina
$222K – – –
MAM
1008
MMA Asset Management
Pennsylvania
$222K +$232K +1,018 New
CIA
1009
Cladis Investment Advisory
Montana
$222K +$231K +1,016 New
OAM
1010
Oak Asset Management
California
$221K – – –
PCMC
1011
Paragon Capital Management (Colorado)
Colorado
$221K +$228 +1 +0.1%
KC
1012
Knuff & Co
California
$221K +$18.5K +81 +9%
Walleye Capital
1013
Walleye Capital
New York
$221K +$231K +1,015 New
MWPCG
1014
Measured Wealth Private Client Group
New Hampshire
$220K -$105K -459 -31%
MTIC
1015
Missouri Trust & Investment Company
Missouri
$220K +$230K +1,010 New
WE
1016
Wealth Effects
Massachusetts
$220K +$230K +1,010 New
ACG
1017
Allen Capital Group
Nebraska
$219K – – –
DY
1018
Dowling & Yahnke
California
$219K – – –
CFGS
1019
Concourse Financial Group Securities
Alabama
$219K +$2.05K +9 +0.9%
Fiduciary Trust
1020
Fiduciary Trust
Massachusetts
$218K -$111K -485 -33%
CA
1021
Cortland Associates
Missouri
$218K – – –
PHS
1022
Pekin Hardy Strauss
Illinois
$218K – – –
LGT Fund Management
1023
LGT Fund Management
Liechtenstein
$218K +$228K +1,000 New
SFP
1024
Shepherd Financial Partners
Massachusetts
$216K – – –
SIM
1025
SSI Investment Management
California
$215K – – –