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Name Holding Trade Value Shares
Change
Change in
Stake
MKC
701
M. Kraus & Co
Vermont
$321K
GPFA
702
Game Plan Financial Advisors
Ohio
$320K +$271K +1,560 +834%
TCBWMS
703
Texas Capital Bank Wealth Management Services
Texas
$320K -$1.57K -9 -0.5%
IA
704
IFG Advisory
Georgia
$318K +$4K +23 +1%
CBTWT
705
Community Bank & Trust (Waco, Texas)
Texas
$316K
PA
706
Profund Advisors
Maryland
$315K +$50.1K +288 +20%
MHIC
707
Marble Harbor Investment Counsel
Massachusetts
$313K
CF
708
Copperwynd Financial
Arizona
$313K +$17.7K +102 +6%
KWM
709
Keebeck Wealth Management
Illinois
$311K +$11.8K +68 +4%
CGL
710
Clarius Group LLC
Washington
$311K -$16.7K -96 -5%
PIM
711
Penobscot Investment Management
Massachusetts
$311K
NAS
712
Nicolet Advisory Services
Wisconsin
$308K +$24.7K +142 +9%
NPF
713
Norris Perne & French
Michigan
$307K +$17.4K +100 +6%
CCA
714
Checchi Capital Advisers
California
$307K
OWP
715
Obermeyer Wealth Partners
Colorado
$306K
KA
716
Kovack Advisors
Florida
$304K +$62.6K +360 +28%
FAFN
717
First Affirmative Financial Network
Colorado
$300K -$34.1K -196 -11%
FFM
718
Forum Financial Management
Illinois
$299K +$41.6K +239 +17%
SCA
719
Sulzberger Capital Advisors
Florida
$298K
MT
720
Midwest Trust
Kansas
$298K +$283K +1,625 New
PWM
721
Perigon Wealth Management
California
$297K +$21.1K +121 +8%
DAS
722
Dynamic Advisor Solutions
Arizona
$296K +$1.22K +7 +0.4%
WCA
723
Westover Capital Advisors
Delaware
$295K -$76.6K -440 -21%
LWM
724
Lakeridge Wealth Management
Ohio
$292K +$1.22K +7 +0.4%
DZ Bank
725
DZ Bank
Germany
$290K +$276K +1,585 New