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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
2101
Catalyst Private Wealth
California
$222K +$1.55K +8 +0.6%
SL
2102
Sentry LLC
Tennessee
$222K +$259K +1,335 New
BTWM
2103
Baker Tilly Wealth Management
Wisconsin
$221K +$4.86K +25 +2%
TCOT
2104
Trust Company of Toledo
Ohio
$221K -$13.6K -70 -5%
ProShare Advisors
2105
ProShare Advisors
Maryland
$220K – – –
CWMK
2106
Caliber Wealth Management (Kansas)
Kansas
$220K +$257K +1,322 New
WMN
2107
Wealth Management Nebraska
Nebraska
$219K +$34.2K +176 +15%
EPW
2108
Endeavor Private Wealth
Kansas
$218K +$215K +1,105 +542%
MTC
2109
Matrix Trust Company
Colorado
$218K +$88.4K +455 +53%
MIM
2110
Moseley Investment Management
Florida
$218K -$38.5K -198 -13%
BC
2111
Burney Company
Virginia
$216K +$6.02K +31 +2%
PFWA
2112
Paces Ferry Wealth Advisors
Georgia
$216K – – –
CA
2113
CV Advisors
Florida
$216K +$253K +1,300 New
CCA
2114
Childress Capital Advisors
Texas
$216K -$252K -1,299 -50%
PTP
2115
Platform Technology Partners
New York
$215K +$389 +2 +0.2%
NAS
2116
Nicolet Advisory Services
Wisconsin
$215K +$277K +1,424 New
AWM
2117
Apex Wealth Management
New Hampshire
$215K +$1.36K +7 +0.5%
FI
2118
Fosun International
China
$215K +$4.86K +25 +2%
NDSI
2119
Newman Dignan & Sheerar Inc
Rhode Island
$214K +$24.3K +125 +11%
DWA
2120
Dougherty Wealth Advisers
Minnesota
$213K – – –
FAM
2121
Fairtree Asset Management
South Africa
$212K -$1.1M -5,649 -82%
LA
2122
LM Advisors
California
$212K +$248K +1,274 New
RIG
2123
RiverFront Investment Group
Virginia
$211K +$26.4K +136 +12%
EA
2124
Enclave Advisors
Texas
$211K – – –
TI
2125
Truepoint Inc
Ohio
$211K – – –