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Natera
NTRA

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
601
Wealthspire Advisors (New York)
New York
$13.2K +$13K +82 New
SL
602
Salomon & Ludwin
Virginia
$12.9K +$12.2K +77 New
BOJHT
603
Bank of Jackson Hole Trust
Wyoming
$12.9K -$2.53K -16 -17%
RFP
604
Root Financial Partners
California
$12.7K +$12.5K +79 New
CI
605
CX Institutional
Indiana
$12K – – –
PFBT
606
Parkside Financial Bank & Trust
Missouri
$11.3K -$21K -133 -66%
S
607
Sachetta
Massachusetts
$11.1K – – –
HPC
608
HM Payson & Co
Maine
$10.8K – – –
AAS
609
Ameritas Advisory Services
Nebraska
$10.5K -$2.37K -15 -19%
HWM
610
Hemington Wealth Management
Virginia
$10K -$316 -2 -3%
GBT
611
Grove Bank & Trust
Florida
$9.5K +$9.33K +59 New
HFS
612
Hantz Financial Services
Michigan
$9K +$791 +5 +9%
JWM
613
JPL Wealth Management
Colorado
$8.85K +$8.7K +55 New
CFO
614
CVA Family Office
Colorado
$8.05K -$5.06K -32 -39%
1IA
615
1620 Investment Advisors
Massachusetts
$8.05K – – –
SWP
616
Strategic Wealth Partners
Ohio
$8.05K – – –
BC
617
Barrett & Company
Rhode Island
$8.05K – – –
BIA
618
Bell Investment Advisors
California
$7.57K -$1.11K -7 -13%
UB
619
UMB Bank
Missouri
$7.57K +$6.17K +39 +488%
CPG
620
Cornerstone Planning Group
New Jersey
$6.38K +$3.16K +20 +154%
M
621
MOTCO
Texas
$6.28K +$6.17K +39 New
TFA
622
Transamerica Financial Advisors
Florida
$6.28K +$6.17K +39 New
MAM
623
Meeder Asset Management
Ohio
$5.79K -$950K -6,005 -99%
DWS
624
Dynamic Wealth Strategies
California
$5.79K – – –
FC
625
Fairscale Capital
New Hampshire
$5.47K – – –
23 24
25
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