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Name Holding Trade Value Shares
Change
Change in
Stake
LB
651
Leo Brokerage
Texas
$212K +$215K +3,898 New
WA
652
Wealth Architects
California
$211K +$221 +4 +0.1%
Luther King Capital Management (LKCM)
653
Luther King Capital Management (LKCM)
Texas
$211K +$214K +3,880 New
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$208K +$1.16K +21 +0.6%
FMWA
655
Forvis Mazars Wealth Advisors
Missouri
$208K +$211K +3,830 New
GLA
656
Good Life Advisors
Pennsylvania
$206K -$60.4K -1,094 -22%
RPC
657
Rossmore Private Capital
Connecticut
$206K +$209K +3,785 New
PWLP
658
Prio Wealth Limited Partnership
Massachusetts
$206K – – –
AGP
659
Autumn Glory Partners
Texas
$205K -$208K -3,772 -50%
1SB
660
1ST Source Bank
Indiana
$205K -$6.35K -115 -3%
BWM
661
BigSur Wealth Management
Florida
$204K – – –
TRCT
662
Tower Research Capital (TRC)
New York
$204K +$207K +3,756 +187,800%
CCM
663
Coldstream Capital Management
Washington
$204K +$207K +3,758 New
KMWM
664
Keudell/Morrison Wealth Management
Oregon
$203K -$4.53K -82 -2%
MCM
665
Mill Capital Management
North Carolina
$202K – – –
RRA
666
Round Rock Advisors
Connecticut
$202K +$205K +3,720 New
WFA
667
Woodward Financial Advisors
North Carolina
$201K +$204K +3,696 New
MCM
668
Monarch Capital Management
Indiana
$201K – – –
CFG
669
CKW Financial Group
Hawaii
$188K -$44.2K -800 -19%
TWM
670
Tradition Wealth Management
Minnesota
$186K +$81.3K +1,472 +76%
EMG
671
ETF Managers Group
New Jersey
$182K -$66.7K -1,208 -27%
ST
672
Smithfield Trust
Pennsylvania
$180K – – –
HPC
673
HM Payson & Co
Maine
$179K +$13.2K +239 +8%
TF
674
Tompkins Financial
New York
$172K – – –
GRP
675
Global Retirement Partners
California
$166K +$442 +8 +0.3%