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Name Holding Trade Value Shares
Change
Change in
Stake
SI
426
Stephens Inc
Arkansas
$216K -$845 -6 -0.4%
PAS
427
Park Avenue Securities
New York
$216K +$199K +1,409 New
OC
428
Oarsman Capital
Wisconsin
$215K – – –
MWM
429
Mindset Wealth Management
Indiana
$215K – – –
CIA
430
Caerus Investment Advisors
Texas
$214K +$196K +1,392 New
CAS
431
Coppell Advisory Solutions
Texas
$213K +$8.45K +60 New
SCP
432
Sivia Capital Partners
California
$210K -$72.3K -513 -27%
PWM
433
Perigon Wealth Management
California
$210K -$8.45K -60 -4%
UB
434
UMB Bank
Missouri
$210K +$75.9K +539 +65%
IAA
435
Independent Advisor Alliance
North Carolina
$208K -$7.19K -51 -4%
MIA
436
MainStreet Investment Advisors
Illinois
$207K -$6.34K -45 -3%
HPC
437
HM Payson & Co
Maine
$207K -$3.52K -25 -2%
WT
438
Washington Trust
Rhode Island
$205K +$188K +1,337 New
IWM
439
IHT Wealth Management
Illinois
$205K +$188K +1,334 New
FFP
440
FourThought Financial Partners
Florida
$205K +$188K +1,333 New
DB
441
Danske Bank
Denmark
$203K +$8.88K +63 +5%
M1FG
442
Mach-1 Financial Group
Arkansas
$202K -$15.1K -107 -8%
FRA
443
Frank Rimerman Advisors
California
$202K +$185K +1,313 New
SAM
444
Smartleaf Asset Management
Massachusetts
$189K – – –
FFA
445
Farther Finance Advisors
California
$180K +$51.7K +367 +46%
BNP Paribas Asset Management
446
BNP Paribas Asset Management
France
$171K -$32.4K -230 -17%
LI
447
LRI Investments
Florida
$168K -$18.5K -131 -11%
GI
448
GAMMA Investing
California
$166K -$13.2K -94 -8%
BF
449
BOK Financial
Oklahoma
$160K +$6.2K +44 +4%
TWD
450
True Wealth Design
Ohio
$154K +$110K +779 +351%