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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
801
Werba Rubin Papier Wealth Management
California
$205K +$211K +1,916 New
PCP
802
Proficio Capital Partners
Massachusetts
$205K +$211K +1,915 New
William Blair & Company
803
William Blair & Company
Illinois
$204K +$210K +1,909 New
FFA
804
Fragasso Financial Advisors
Pennsylvania
$203K +$209K +1,898 New
LWA
805
Lineweaver Wealth Advisors
Ohio
$203K +$209K +1,896 New
WC
806
Waterloo Capital
Texas
$202K -$53.8K -489 -21%
DE
807
Diversified Enterprises
Delaware
$201K +$206K +1,877 New
SDIC
808
South Dakota Investment Council
South Dakota
$197K +$203K +1,844 New
FPB
809
First PREMIER Bank
South Dakota
$195K +$2.2K +20 +1%
OL
810
OneFund LLC
Florida
$195K -$2.2K -20 -1%
LI
811
LRI Investments
Florida
$186K +$52.6K +478 +38%
ISWM
812
Intesa Sanpaolo Wealth Management
$181K -$191K -1,736 -51%
DMBA
813
Deseret Mutual Benefit Administrators
Utah
$175K -$11K -100 -6%
Cohen & Steers
814
Cohen & Steers
New York
$161K – – –
GBT
815
Grove Bank & Trust
Florida
$158K – – –
TFA
816
Transamerica Financial Advisors
Florida
$155K +$12.9K +117 +9%
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$149K -$440 -4 -0.3%
Skandinaviska Enskilda Banken (SEB)
818
Skandinaviska Enskilda Banken (SEB)
Sweden
$148K +$152K +1,380 New
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$137K -$9.35K -85 -6%
ST
820
Smithfield Trust
Pennsylvania
$125K – – –
FCAS
821
First Command Advisory Services
Texas
$119K +$84.2K +765 +222%
QL
822
Quarry LP
New York
$116K +$110K +997 +1,108%
MPW
823
MASECO Private Wealth
$107K +$5.06K +46 +5%
HNB
824
Hilltop National Bank
Wyoming
$107K +$26.1K +237 +31%
TFIPS
825
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$18.7K +170 +21%