Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1051
Washington Trust Advisors
Massachusetts
$329K +$307K +947 New
Wolverine Trading
1052
Wolverine Trading
Illinois
$328K -$2.56M -7,914 -89%
SOW
1053
State of Wyoming
Wyoming
$327K +$16.5K +51 +6%
MSS
1054
Mitchell Sinkler & Starr
Pennsylvania
$326K – – –
RCG
1055
Regatta Capital Group
California
$326K +$305K +940 New
OWP
1056
Obermeyer Wealth Partners
Colorado
$322K -$94.3K -291 -24%
LC
1057
Landaas & Company
Wisconsin
$321K – – –
AP
1058
Atwood & Palmer
Missouri
$319K -$236K -728 -44%
GT
1059
Glenview Trust
Kentucky
$318K – – –
AWA
1060
Arete Wealth Advisors
Illinois
$318K +$298K +919 New
LW
1061
Linscomb Wealth
Texas
$316K – – –
CCG
1062
Cypress Capital Group
Florida
$316K +$295K +911 New
FMBTD
1063
First Midwest Bank Trust Division
Illinois
$315K – – –
PGA
1064
Portland Global Advisors
Maine
$313K -$64.8K -200 -18%
IWM
1065
IHT Wealth Management
Illinois
$313K -$24.3K -75 -8%
BC
1066
Brookfield Corp
Ontario, Canada
$311K -$679K -2,096 -70%
MIA
1067
MainStreet Investment Advisors
Illinois
$311K -$23.6K -73 -8%
W
1068
Wealthquest
Ohio
$311K – – –
AFS
1069
Axiom Financial Strategies
Indiana
$310K -$12.3K -38 -4%
WHG
1070
Westwood Holdings Group
Texas
$309K +$13.9K +43 +5%
IAIM
1071
International Assets Investment Management
Florida
$309K +$42.8K +132 +17%
CIA
1072
Capital Investment Advisors
Georgia
$308K +$6.16K +19 +2%
HI
1073
Harbour Investments
Wisconsin
$305K -$861K -2,657 -75%
RCA
1074
Resonant Capital Advisors
Wisconsin
$305K -$62.9K -194 -18%
HFBOT
1075
Home Federal Bank of Tennessee
Tennessee
$305K – – –