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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
976
Pinnacle Wealth Planning Services
Ohio
$306K +$41.2K +143 +16%
ILI
977
Invesco LLC (Illinois)
Illinois
$304K -$24.5K -85 -8%
SAM
978
Smartleaf Asset Management
Massachusetts
$304K -$82.4K -286 -22%
CSP
979
Cary Street Partners
Virginia
$302K +$51.3K +178 +21%
PCMC
980
Paragon Capital Management (Colorado)
Colorado
$302K – – –
CFG
981
Cooper Financial Group
California
$302K +$290K +1,006 New
FHB
982
First Hawaiian Bank
Hawaii
$300K -$288 -1 -0.1%
ETS
983
ESL Trust Services
New York
$300K – – –
FCM
984
Farallon Capital Management
California
$300K – – –
FNBSF
985
First National Bank Sioux Falls
South Dakota
$300K – – –
GWM
986
Grand Wealth Management
Michigan
$300K – – –
SSW
987
Smith Shellnut Wilson
Mississippi
$300K – – –
RWRC
988
R.W. Roge & Company
New York
$299K – – –
FPW
989
Flywheel Private Wealth
California
$298K – – –
AT
990
American Trust
Kentucky
$297K +$285K +989 New
SI
991
Seeds Investor
New York
$295K -$95.9K -333 -25%
MPM
992
MBB Public Markets
Illinois
$294K -$62.2K -216 -18%
FCG
993
Fielder Capital Group
Tennessee
$293K -$288 -1 -0.1%
RL
994
Retireful LLC
Michigan
$292K +$281K +975 New
SP
995
Symmetry Partners
Connecticut
$291K +$4.03K +14 +1%
PTC
996
Petrus Trust Company
Texas
$290K +$278K +966 New
KCP
997
Kera Capital Partners
California
$289K -$30.5K -106 -10%
PFPT
998
Pinnacle Financial Partners (Tennessee)
Tennessee
$288K +$14.7K +51 +6%
OA
999
Operose Advisors
Wisconsin
$285K – – –
BPWM
1000
Badgley Phelps Wealth Managers
Washington
$284K -$39.5K -137 -13%