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Steel Dynamics
STLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
701
Shufro Rose & Co
New York
$224K – – –
PWM
702
Perigon Wealth Management
California
$224K +$226K +1,244 New
SAM
703
Smartleaf Asset Management
Massachusetts
$222K -$74.6K -410 -24%
PWS
704
Peloton Wealth Strategists
Indiana
$221K – – –
VCA
705
Verdence Capital Advisors
Maryland
$219K -$1.46K -8 -0.7%
MG
706
Mather Group
Illinois
$217K +$220K +1,207 New
WA
707
Wealth Architects
California
$217K – – –
CT
708
Chicago Trust
Illinois
$216K – – –
SWA
709
SFMG Wealth Advisors
Texas
$216K – – –
FIA
710
FNY Investment Advisers
New York
$216K +$72.8K +400 +50%
TSMHT
711
Thurston Springer Miller Herd & Titak
Indiana
$215K +$133K +730 +157%
TCA
712
Transcend Capital Advisors
New Jersey
$213K +$215K +1,182 New
EI
713
Ellevest Inc
New York
$211K +$214K +1,174 New
CBA
714
Coastal Bridge Advisors
Connecticut
$210K +$212K +1,167 New
JIC
715
Johnson Investment Counsel
Ohio
$204K +$207K +1,136 New
NP
716
Nilsine Partners
Colorado
$204K +$165K +907 New
CCA
717
Childress Capital Advisors
Texas
$203K -$11.3K -62 -5%
RA
718
Riversedge Advisors
Delaware
$203K +$205K +1,127 New
APM
719
a16z Perennial Management
California
$203K -$19.5K -107 -9%
WF
720
WinCap Financial
Massachusetts
$202K +$204K +1,122 New
OF
721
Optimize Financial
California
$202K +$204K +1,122 New
PAW
722
Plan A Wealth
Nebraska
$200K +$202K +1,112 New
UCB
723
United Community Bank
South Carolina
$194K -$4.55K -25 -2%
BTI
724
Blue Trust Inc
Georgia
$187K +$35.3K +194 +23%
AT
725
Arlington Trust
Alabama
$181K +$1.27K +7 +0.7%
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