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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1076
Bogart Wealth LLC
Virginia
$153K -$1.31K -20 -0.8%
SS
1077
Sunbelt Securities
Texas
$141K – – –
BFS
1078
Beacon Financial Strategies
North Carolina
$140K +$146K +2,234 New
WT
1079
Whittier Trust
California
$138K – – –
DCM
1080
Dorato Capital Management
Colorado
$128K +$134K +2,050 New
CFD
1081
Creative Financial Designs
Indiana
$128K -$4.58K -70 -3%
TCM
1082
Tradewinds Capital Management
Washington
$125K – – –
1IA
1083
1620 Investment Advisors
Massachusetts
$124K -$9.81K -150 -7%
CFO
1084
CVA Family Office
Colorado
$121K -$1.96K -30 -2%
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
$120K +$120K +1,831 +2,154%
Kayne Anderson Rudnick Investment Management
1086
Kayne Anderson Rudnick Investment Management
California
$119K +$65 +1 +0.1%
RFP
1087
Root Financial Partners
California
$119K +$12.9K +197 +12%
CJ
1088
Caitlin John
Michigan
$119K – – –
MA
1089
MCF Advisors
Kentucky
$118K +$55.8K +854 +82%
OL
1090
OneFund LLC
Florida
$118K +$6.02K +92 +5%
KCM
1091
Key Capital Management
Tennessee
$117K +$122K +1,867 New
FMB
1092
Field & Main Bank
Kentucky
$114K +$18.6K +285 +18%
ADL
1093
Asset Dedication LLC
California
$114K +$458 +7 +0.4%
BOTPPF
1094
Board of the Pension Protection Fund
United Kingdom
$112K +$118K +1,800 New
Cohen & Steers
1095
Cohen & Steers
New York
$112K – – –
BWA
1096
Basecamp Wealth Advisors
Washington
$112K +$117K +1,785 New
UBP
1097
Union Bancaire Privee
Switzerland
$111K +$156K +2,385 New
GWS
1098
Greykasell Wealth Strategies
California
$110K – – –
CT
1099
Colonial Trust
South Carolina
$110K -$11.3K -173 -9%
MB
1100
MidFirst Bank
Oklahoma
$110K +$115K +1,759 New