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Name Holding Trade Value Shares
Change
Change in
Stake
IB
1051
Intrust Bank
Kansas
$240K -$2.59K -9 -1%
PWM
1052
Pines Wealth Management
North Carolina
$240K -$11.5K -40 -5%
AFT
1053
Alpha Family Trust
California
$240K
VCM
1054
Versant Capital Management
Arizona
$239K +$5.76K +20 +3%
EFS
1055
Essex Financial Services
Connecticut
$237K +$10.9K +38 +5%
FHC
1056
First Heartland Consultants
Missouri
$236K -$2.59K -9 -1%
B
1057
Bailard
California
$235K -$864 -3 -0.4%
AF
1058
Advisornet Financial
Minnesota
$235K +$288 +1 +0.1%
CIG
1059
Cairn Investment Group
Washington
$234K +$225K +780 New
Empower Advisory Group
1060
Empower Advisory Group
Colorado
$234K +$576 +2 +0.3%
UF
1061
Univest Financial
Pennsylvania
$233K
TCWA
1062
Turtle Creek Wealth Advisors
Texas
$233K +$224K +776 New
WFA
1063
Wellspring Financial Advisors
Ohio
$232K -$2.88K -10 -1%
AA
1064
Alta Advisers
United Kingdom
$232K
PBC
1065
Pavion Blue Capital
California
$231K
JFGIW
1066
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K +$51.3K +178 +30%
PSP
1067
Principal Street Partners
Tennessee
$231K +$222K +770 New
FC
1068
Farringdon Capital
United Kingdom
$230K +$221K +768 New
IWP
1069
Innova Wealth Partners
Pennsylvania
$229K +$220K +764 New
IAN
1070
Integrated Advisors Network
Texas
$228K +$12.1K +42 +6%
TIA
1071
Trust Investment Advisors
Indiana
$228K
SW
1072
SVB Wealth
Massachusetts
$227K -$337K -1,171 -61%
WA
1073
WPG Advisers
Maryland
$226K -$97.4K -338 -31%
RPC
1074
Rossmore Private Capital
Connecticut
$226K +$217K +753 New
PI
1075
PineBridge Investments
New York
$223K +$214K +743 New