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Name Holding Trade Value Shares
Change
Change in
Stake
PL
801
Plancorp LLC
Missouri
$212K -$2.17K -86 -0.9%
Fayez Sarofim & Co
802
Fayez Sarofim & Co
Texas
$212K
SS
803
Simplicity Solutions
Minnesota
$212K +$12.8K +508 +6%
Koshinski Asset Management
804
Koshinski Asset Management
Illinois
$212K +$14.6K +580 +7%
RC
805
RegentAtlantic Capital
New Jersey
$211K -$146K -5,774 -39%
KF
806
Krilogy Financial
Missouri
$211K
BAM
807
Belpointe Asset Management
Nevada
$211K +$38.6K +1,532 +20%
CI
808
Conning Inc
Connecticut
$208K -$18.6K -736 -8%
KPWS
809
Kestra Private Wealth Services
Texas
$207K +$227K +9,010 New
GRP
810
Global Retirement Partners
California
$205K +$11.6K +460 +6%
WA
811
WBH Advisory
Maryland
$204K
KFC
812
Klingenstein Fields & Co
New York
$203K
ECM
813
Evergreen Capital Management
Washington
$203K +$223K +8,836 New
OTL
814
Oak Thistle LLC
New York
$200K -$89.2K -3,540 -29%
SFO
815
Standard Family Office
South Dakota
$193K +$211K +8,380 New
WTC
816
WhitTier Trust Company
Nevada
$192K -$1.61K -64 -0.8%
O
817
Ossiam
France
$190K +$207K +8,196 +19,514%
BFPW
818
BOK Financial Private Wealth
Colorado
$184K
PSB
819
Piscataqua Savings Bank
New Hampshire
$184K
WT
820
Whittier Trust
California
$182K +$11.5K +456 +6%
SIM
821
Sentry Investment Management
Wisconsin
$180K
BSB
822
Bangor Savings Bank
Maine
$178K -$1.04M -41,082 -84%
QCG
823
Quadrant Capital Group
Ohio
$176K -$34.4K -1,366 -15%
SOW
824
State of Wyoming
Wyoming
$171K +$186K +7,388 +30,783%
TWM
825
Tradition Wealth Management
Minnesota
$161K +$56.5K +2,242 +47%