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Name Holding Trade Value Shares
Change
Change in
Stake
C
701
Certuity
Florida
$223K -$7.18K -210 -3%
SBH
702
Segall Bryant & Hamill
Illinois
$223K +$5.19K +152 +2%
4WM
703
44 Wealth Management
Oregon
$220K -$1.2K -35 -0.5%
NOI
704
Newton One Investments
Delaware
$220K +$1.3K +38 +0.6%
CCM
705
Coldstream Capital Management
Washington
$220K +$66.8K +1,954 +29%
KA
706
KLCM Advisors
Wisconsin
$220K +$218K +6,378 New
PCMC
707
Paragon Capital Management (Colorado)
Colorado
$220K +$219K +6,395 New
CWM
708
Centric Wealth Management
Illinois
$219K -$4K -117 -2%
CFGS
709
Concourse Financial Group Securities
Alabama
$219K -$1.71K -50 -0.8%
HT
710
Heritage Trust
Oklahoma
$219K
FWP
711
FAS Wealth Partners
Kansas
$219K +$1.06K +31 +0.5%
GC
712
Grimes & Company
Massachusetts
$218K -$107K -3,126 -33%
PD
713
Planning Directions
Pennsylvania
$217K +$215K +6,285 New
RDWM
714
Red Door Wealth Management
Tennessee
$216K +$68 +2 +0%
FNT
715
First National Trust
Pennsylvania
$216K +$214K +6,252 New
PAS
716
Park Avenue Securities
New York
$215K +$213K +6,239 New
VVP
717
Venture Visionary Partners
Ohio
$213K -$21.8K -639 -9%
LSPW
718
Lake Street Private Wealth
Illinois
$213K +$211K +6,188 New
CBT
719
CoreFirst Bank & Trust
Kansas
$212K +$22.4K +655 +12%
WTFG
720
Wells Trecaso Financial Group
Ohio
$211K +$209K +6,113 New
ESB
721
Essex Savings Bank
Connecticut
$205K +$200K +5,846 New
Financial Engines Advisors
722
Financial Engines Advisors
California
$204K +$203K +5,933 New
BCI
723
Brinker Capital Investments
Pennsylvania
$203K
WAM
724
Winslow Asset Management
Ohio
$203K +$201K +5,874 New
SW
725
SVB Wealth
Massachusetts
$203K +$201K +5,894 New