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Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
SmartHarvest Portfolios
Washington
$221K +$216K +2,095 New
BIA
552
Barry Investment Advisors
Massachusetts
$219K
PFM
553
Patton Fund Management
Texas
$218K -$52.9K -512 -20%
MWM
554
Mission Wealth Management
California
$213K +$103 +1 +0%
TAM
555
Trust Asset Management
Texas
$212K -$10.4K -101 -5%
PTC
556
Philadelphia Trust Company
Pennsylvania
$211K
TWM
557
TCFG Wealth Management
California
$211K
ACM
558
Adalta Capital Management
New York
$211K +$51.6K +500 +33%
WFI
559
West Family Investments
California
$210K
SOW
560
State of Wyoming
Wyoming
$209K -$84.6K -819 -29%
AI
561
Atria Investments
North Carolina
$209K +$205K +1,981 New
SB
562
Sunflower Bank
Texas
$209K +$205K +1,981 New
CP
563
Creekside Partners
California
$209K +$204K +1,980 New
PP
564
PDS Planning
Ohio
$208K -$3.92K -38 -2%
CI
565
CX Institutional
Indiana
$206K +$11.9K +115 +6%
FNBOO
566
First National Bank of Omaha
Nebraska
$202K +$196K +1,900 New
PWM
567
Power Wealth Management
Georgia
$200K +$196K +1,901 New
MOS
568
MGO One Seven
Ohio
$200K +$196K +1,900 New
FWIA
569
Fort Washington Investment Advisors
Ohio
$200K +$196K +1,900 New
KCP
570
Kera Capital Partners
California
$200K +$196K +1,895 New
VCM
571
Versant Capital Management
Arizona
$181K +$11.2K +108 +7%
CT
572
Colonial Trust
South Carolina
$176K
MCM
573
MAI Capital Management
Ohio
$171K -$11.6K -112 -6%
AIP
574
Ameritas Investment Partners
Nebraska
$163K
Jones Financial Companies
575
Jones Financial Companies
Missouri
$157K -$12.2K -118 -7%