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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
851
Wilmington Savings Fund Society
Delaware
$406K +$9.84K +122 +3%
MWM
852
Mindset Wealth Management
Indiana
$406K -$80.6K -1,000 -17%
MBT
853
Montecito Bank & Trust
California
$404K +$34.8K +431 +10%
GM
854
GeoWealth Management
Illinois
$403K +$74.3K +921 +24%
BBA
855
Baader Bank Aktiengesellschaft
Germany
$403K -$80K -992 -17%
1WA
856
180 Wealth Advisors
Washington
$397K -$7.9K -98 -2%
AIP
857
Ameritas Investment Partners
Nebraska
$397K -$25.6K -317 -6%
HFBOT
858
Home Federal Bank of Tennessee
Tennessee
$397K +$378K +4,690 New
MSCM
859
McElhenny Sheffield Capital Management
Texas
$397K +$378K +4,689 New
MWM
860
Mission Wealth Management
California
$397K +$378K +4,688 New
OP
861
Oslo Pensjonsforsikring
$396K – – –
7WCP
862
71 West Capital Partners
Massachusetts
$396K +$101K +1,257 +37%
WWM
863
Western Wealth Management
Colorado
$391K -$19.7K -244 -5%
AU
864
AlphaGrep UK
$390K -$374K -4,643 -50%
CFP
865
Catalyst Financial Partners
Massachusetts
$388K +$6.94K +86 +2%
EFS
866
Essex Financial Services
Connecticut
$388K +$21.5K +267 +6%
AFT
867
Alpha Family Trust
California
$388K – – –
SC
868
Searle & Co
Connecticut
$387K – – –
MIC
869
Means Investment Company
Maine
$386K -$38.7K -480 -10%
WAM
870
Worth Asset Management
Texas
$385K +$11.1K +138 +3%
PA
871
Profund Advisors
Maryland
$383K -$17.3K -214 -5%
WF
872
Welch & Forbes
Massachusetts
$383K +$104K +1,287 +40%
EWA
873
EverSource Wealth Advisors
Alabama
$381K -$84K -1,042 -19%
Luther King Capital Management (LKCM)
874
Luther King Capital Management (LKCM)
Texas
$378K -$108K -1,338 -23%
AO
875
Advisor OS
Illinois
$377K +$17.7K +220 +5%