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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1401
Baader Bank Aktiengesellschaft
Germany
$206K -$204K -994 -40%
DBFM
1402
Dickmeyer Boyce Financial Management
Indiana
$206K +$201K +980 New
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
$206K +$201K +980 New
DMBA
1404
Deseret Mutual Benefit Administrators
Utah
$205K -$94.1K -458 -32%
DMIC
1405
Dixon Mitchell Investment Counsel
British Columbia, Canada
$205K
Pzena Investment Management
1406
Pzena Investment Management
New York
$205K +$200K +975 New
MSRI
1407
Michael S. Ryan Inc
New York
$204K +$200K +973 New
GS
1408
GWN Securities
Florida
$204K -$22.2K -108 -10%
QPWM
1409
Quadrant Private Wealth Management
Pennsylvania
$204K +$200K +972 New
OWA
1410
Opal Wealth Advisors
New York
$204K +$200K +972 New
IC
1411
Inscription Capital
Texas
$204K +$199K +969 New
EW
1412
Expressive Wealth
Illinois
$203K +$216K +1,053 New
AP
1413
Advisortrust Partners
North Carolina
$203K +$198K +965 New
TWD
1414
True Wealth Design
Ohio
$202K +$183K +889 +1,235%
GA
1415
GoalVest Advisory
New York
$201K -$18.7K -91 -9%
HIMC
1416
Heritage Investors Management Corp
Maryland
$201K +$197K +957 New
CA
1417
CoreCap Advisors
Michigan
$201K -$29.6K -144 -13%
EV
1418
EJMK Ventures
Illinois
$200K +$196K +954 New
FWM
1419
Forza Wealth Management
Florida
$200K +$196K +954 New
DWS
1420
Dynamic Wealth Strategies
California
$199K -$616 -3 -0.3%
CFD
1421
Creative Financial Designs
Indiana
$199K +$22.8K +111 +13%
DWM
1422
Dogwood Wealth Management
Kansas
$198K -$8.83K -43 -4%
GIA
1423
GHP Investment Advisors
Colorado
$194K -$3.29K -16 -2%
NF
1424
Napier Financial
Massachusetts
$194K +$189K +922 New
MAS
1425
MPWM Advisory Solutions
Georgia
$192K