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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
1076
Wilmington Savings Fund Society
Delaware
$264K -$78.2K -425 -29%
CAS
1077
Coppell Advisory Solutions
Texas
$263K +$70.7K +384 New
First Manhattan
1078
First Manhattan
New York
$263K +$190K +1,034 New
MAWA
1079
Moss Adams Wealth Advisors
Washington
$262K +$189K +1,029 New
PP
1080
PDS Planning
Ohio
$262K +$189K +1,029 New
VCP
1081
Verus Capital Partners
Arizona
$261K -$185K -1,004 -49%
CCP
1082
Carmel Capital Partners
California
$261K +$189K +1,027 New
RPCONE
1083
Retirement Planning Company of New England
Rhode Island
$261K +$189K +1,025 New
SP
1084
Stablepoint Partners
Massachusetts
$261K +$188K +1,024 New
AO
1085
Advisor OS
Illinois
$260K +$188K +1,023 New
EFS
1086
Essex Financial Services
Connecticut
$259K -$101K -549 -35%
NG
1087
Norden Group
Utah
$258K -$421K -2,290 -69%
CWP
1088
Curated Wealth Partners
California
$256K +$185K +1,006 New
FFP
1089
FourThought Financial Partners
Florida
$256K +$185K +1,006 New
SA
1090
Sicart Associates
New York
$256K +$185K +1,006 New
RFN
1091
RDA Financial Network
Iowa
$255K +$184K +1,001 New
BPC
1092
Banque Pictet & Cie
Switzerland
$255K -$846K -4,600 -82%
CH
1093
Canton Hathaway
Rhode Island
$255K
MTIM
1094
Marathon Trading Investment Management
Pennsylvania
$255K +$184K +1,000 New
RC
1095
RBF Capital
California
$255K +$184K +1,000 New
WTG
1096
West Tower Group
Virginia
$255K +$184K +1,000 New
TNA
1097
True North Advisors
Texas
$253K +$183K +995 New
CAG
1098
Csenge Advisory Group
Florida
$253K +$183K +994 New
EA
1099
Everpar Advisors
Oklahoma
$252K +$182K +989 New
HFO
1100
Heritage Family Offices
Arizona
$251K +$181K +985 New