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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
2051
Cross Staff Investments
New York
$262K +$8.71K +351 +3%
RFP
2052
Root Financial Partners
California
$261K -$4.64K -187 -1%
MMHP
2053
Murphy Middleton Hinkle & Parker
Georgia
$261K -$3.7K -149 -1%
SWM
2054
Segment Wealth Management
Texas
$261K -$9.38K -378 -3%
LWM
2055
LightSquare Wealth Management
Michigan
$260K +$312K +12,577 New
HFBOT
2056
Home Federal Bank of Tennessee
Tennessee
$260K
FS
2057
Ferguson Shapiro
Georgia
$260K +$769 +31 +0.2%
IBOK
2058
Independence Bank of Kentucky
Kentucky
$260K -$25.8K -1,039 -8%
1IA
2059
1620 Investment Advisors
Massachusetts
$260K -$94.3K -3,799 -23%
LSWP
2060
Liberty Square Wealth Partners
Pennsylvania
$259K -$11.6K -467 -4%
TPWA
2061
Twin Peaks Wealth Advisors
California
$258K -$29.5K -1,188 -9%
IF
2062
IRON Financial
Illinois
$258K -$6.43K -259 -2%
DCA
2063
DSG Capital Advisors
Minnesota
$258K -$221K -8,900 -42%
ISFAN
2064
Investor's Fiduciary Advisor Network
Washington
$258K -$97.2K -3,918 -24%
WLPWM
2065
Walled Lake Planning & Wealth Management
Illinois
$258K -$32.7K -1,316 -10%
HFS
2066
Horizon Financial Services
North Carolina
$257K +$52.5K +2,115 +21%
AA
2067
Acorns Advisers
California
$257K +$26.1K +1,053 +9%
SRC
2068
Sage Rhino Capital
California
$257K -$10.4K -421 -3%
JAM
2069
Jupiter Asset Management
United Kingdom
$256K -$78.7M -3,170,693 -100%
GA
2070
Greenspring Advisors
Maryland
$256K -$214K -8,608 -41%
PPW
2071
Parcion Private Wealth
Washington
$256K +$1.81K +73 +0.6%
TW
2072
Traveka Wealth
California
$256K +$45.2K +1,823 +17%
CAM
2073
Costello Asset Management
Pennsylvania
$255K -$8.41K -339 -3%
SP
2074
Stonebrook Private
Michigan
$255K +$1.56K +63 +0.5%
NCTC
2075
New Covenant Trust Company
Indiana
$255K +$28.1K +1,132 +10%