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Name Holding Trade Value Shares
Change
Change in
Stake
VDC
526
Van Diest Capital
Iowa
$226K +$241K +2,617 New
BA
527
Bridgewater Advisors
New York
$225K -$20.9K -227 -8%
CA
528
Clearstead Advisors
Ohio
$225K +$92 +1 +0%
DAS
529
Dynamic Advisor Solutions
Arizona
$222K -$24.5K -266 -9%
ZIG
530
Zuckerman Investment Group
Illinois
$220K
EI
531
Ellevest Inc
New York
$216K -$163K -1,765 -41%
WIC
532
Wilkins Investment Counsel
Massachusetts
$216K
Lido Advisors
533
Lido Advisors
California
$214K +$209K +2,271 New
SYBT
534
Stock Yards Bank & Trust
Kentucky
$214K -$77.1K -837 -25%
CW
535
Code Waechter
Florida
$213K +$227K +2,469 New
MMHP
536
Murphy Middleton Hinkle & Parker
Georgia
$212K +$142K +1,540 New
CWA
537
Canvas Wealth Advisors
Kansas
$212K -$148K -1,606 -40%
IWAO
538
Independence Wealth Advisors (Ohio)
Ohio
$211K +$226K +2,449 New
TF
539
Trek Financial
Arizona
$211K +$226K +2,449 New
DWT
540
Dorsey & Whitney Trust
South Dakota
$211K -$14.4K -156 -6%
ESB
541
Essex Savings Bank
Connecticut
$211K
BL
542
BFSG LLC
California
$210K +$225K +2,440 New
PCM
543
Permanent Capital Management
Illinois
$210K -$35K -380 -13%
PSP
544
Principal Street Partners
Tennessee
$210K +$2.49K +27 +1%
CL
545
COWA LLC
Oklahoma
$209K +$223K +2,425 New
NG
546
Norden Group
Utah
$209K -$126K -1,368 -36%
RDFA
547
Ritter Daniher Financial Advisory
Ohio
$206K -$25.3K -275 -10%
LA
548
LVW Advisors
New York
$205K -$171K -1,853 -44%
AWAU
549
Alliance Wealth Advisors (Utah)
Utah
$205K -$94.6K -1,027 -30%
JIC
550
Johnson Investment Counsel
Ohio
$205K