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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
851
Montecito Bank & Trust
California
$404K +$34.8K +431 +10%
GM
852
GeoWealth Management
Illinois
$403K +$74.3K +921 +24%
BBA
853
Baader Bank Aktiengesellschaft
Germany
$403K -$80K -992 -17%
1WA
854
180 Wealth Advisors
Washington
$397K -$7.9K -98 -2%
AIP
855
Ameritas Investment Partners
Nebraska
$397K -$25.6K -317 -6%
HFBOT
856
Home Federal Bank of Tennessee
Tennessee
$397K +$378K +4,690 New
MSCM
857
McElhenny Sheffield Capital Management
Texas
$397K +$378K +4,689 New
MWM
858
Mission Wealth Management
California
$397K +$378K +4,688 New
OP
859
Oslo Pensjonsforsikring
$396K
7WCP
860
71 West Capital Partners
Massachusetts
$396K +$101K +1,257 +37%
WWM
861
Western Wealth Management
Colorado
$391K -$19.7K -244 -5%
AU
862
AlphaGrep UK
$390K -$374K -4,643 -50%
CFP
863
Catalyst Financial Partners
Massachusetts
$388K +$6.94K +86 +2%
EFS
864
Essex Financial Services
Connecticut
$388K +$21.5K +267 +6%
AFT
865
Alpha Family Trust
California
$388K
SC
866
Searle & Co
Connecticut
$387K
MIC
867
Means Investment Company
Maine
$386K -$38.7K -480 -10%
WAM
868
Worth Asset Management
Texas
$385K +$11.1K +138 +3%
PA
869
Profund Advisors
Maryland
$383K -$17.3K -214 -5%
WF
870
Welch & Forbes
Massachusetts
$383K +$104K +1,287 +40%
EWA
871
EverSource Wealth Advisors
Alabama
$381K -$84K -1,042 -19%
Luther King Capital Management (LKCM)
872
Luther King Capital Management (LKCM)
Texas
$378K -$108K -1,338 -23%
AO
873
Advisor OS
Illinois
$377K +$17.7K +220 +5%
JSC
874
Jackson Square Capital
California
$375K -$7.74K -96 -2%
AWP
875
Abacus Wealth Partners
California
$375K -$127K -1,577 -26%