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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
1076
State of Wyoming
Wyoming
$268K +$194K +1,052 New
BA
1077
Bridgewater Advisors
New York
$268K +$161K +874 New
PWG
1078
Portside Wealth Group
Utah
$265K +$192K +1,043 New
CWM
1079
Copia Wealth Management
Oregon
$264K +$3.86K +21 +2%
WSFS
1080
Wilmington Savings Fund Society
Delaware
$264K -$78.2K -425 -29%
CAS
1081
Coppell Advisory Solutions
Texas
$263K +$70.7K +384 New
First Manhattan
1082
First Manhattan
New York
$263K +$190K +1,034 New
MAWA
1083
Moss Adams Wealth Advisors
Washington
$262K +$189K +1,029 New
PP
1084
PDS Planning
Ohio
$262K +$189K +1,029 New
VCP
1085
Verus Capital Partners
Arizona
$261K -$185K -1,004 -49%
CCP
1086
Carmel Capital Partners
California
$261K +$189K +1,027 New
RPCONE
1087
Retirement Planning Company of New England
Rhode Island
$261K +$189K +1,025 New
SP
1088
Stablepoint Partners
Massachusetts
$261K +$188K +1,024 New
AO
1089
Advisor OS
Illinois
$260K +$188K +1,023 New
EFS
1090
Essex Financial Services
Connecticut
$259K -$101K -549 -35%
NG
1091
Norden Group
Utah
$258K -$421K -2,290 -69%
CWP
1092
Curated Wealth Partners
California
$256K +$185K +1,006 New
FFP
1093
FourThought Financial Partners
Florida
$256K +$185K +1,006 New
SA
1094
Sicart Associates
New York
$256K +$185K +1,006 New
RFN
1095
RDA Financial Network
Iowa
$255K +$184K +1,001 New
BPC
1096
Banque Pictet & Cie
Switzerland
$255K -$846K -4,600 -82%
CH
1097
Canton Hathaway
Rhode Island
$255K – – –
MTIM
1098
Marathon Trading Investment Management
Pennsylvania
$255K +$184K +1,000 New
RC
1099
RBF Capital
California
$255K +$184K +1,000 New
WTG
1100
West Tower Group
Virginia
$255K +$184K +1,000 New