Name Holding Trade Value Shares
Change
Change in
Stake
MPI
2151
Mairs & Power Inc
Minnesota
$341K +$287K +1,644 New
DWP
2152
Destiny Wealth Partners
Florida
$341K +$16.4K +94 +6%
IBOK
2153
Independence Bank of Kentucky
Kentucky
$340K +$262K +1,500 +1,064%
TA
2154
TFB Advisors
Kansas
$340K +$286K +1,639 New
Cohen & Steers
2155
Cohen & Steers
New York
$340K – – –
WFA
2156
Wellspring Financial Advisors
Ohio
$339K -$203K -1,161 -42%
BIG
2157
Builder Investment Group
Georgia
$337K +$284K +1,626 New
SSWM
2158
Sheets Smith Wealth Management
North Carolina
$337K +$283K +1,624 New
HC
2159
Hamilton Capital
Ohio
$337K -$1.22K -7 -0.4%
RFP
2160
Root Financial Partners
California
$336K +$283K +1,622 New
AFG
2161
ABLE Financial Group
Arizona
$336K +$283K +1,620 New
LCM
2162
LVM Capital Management
Michigan
$336K -$10.5K -60 -4%
SAG
2163
Spotlight Asset Group
Illinois
$336K +$273K +1,567 New
GC
2164
Gilbert & Cook
Iowa
$336K -$119K -680 -30%
ACP
2165
Aviance Capital Partners
Florida
$335K -$195K -1,117 -41%
WTA
2166
Washington Trust Advisors
Massachusetts
$334K +$128K +731 +83%
IFAM
2167
Institutional & Family Asset Management
Colorado
$334K +$74.3K +426 +36%
HFAS
2168
Hummer Financial Advisory Services
Illinois
$332K +$279K +1,600 New
CIA
2169
Cape Investment Advisory
Georgia
$332K +$279K +1,600 New
LA
2170
LVW Advisors
New York
$332K +$279K +1,599 New
TBC
2171
Ted Buchan & Co
California
$332K +$279K +1,599 New
IDBONY
2172
Israel Discount Bank of New York
New York
$331K +$278K +1,596 New
RS
2173
Retirement Solution
Washington
$331K +$278K +1,595 New
RWA
2174
River Wealth Advisors
Pennsylvania
$331K -$299K -1,715 -52%
NC
2175
NinePointTwo Capital
California
$330K -$12.6K -72 -4%