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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1001
Texas Capital Bank Wealth Management Services
Texas
$202K +$390 +3 +0.2%
PGFC
1002
Peapack-Gladstone Financial Corp
New Jersey
$201K -$11.3K -87 -5%
SOW
1003
State of Wyoming
Wyoming
$197K +$131K +1,011 +184%
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$184K -$8.58K -66 -4%
GITFIT
1005
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$177K +$19.5K +150 +12%
EFMH
1006
E Fund Management (HK)
Hong Kong
$177K +$6.63K +51 +4%
RDFA
1007
Ritter Daniher Financial Advisory
Ohio
$176K +$3.25K +25 +2%
LI
1008
LRI Investments
Florida
$174K +$9.62K +74 +6%
TPWA
1009
Twin Peaks Wealth Advisors
California
$170K +$175K +1,344 New
JFG
1010
JDM Financial Group
Texas
$151K
HWM
1011
HighMark Wealth Management
Minnesota
$151K
OL
1012
OneFund LLC
Florida
$146K -$8.45K -65 -5%
KB
1013
Kimelman & Baird
New York
$145K
PFGWM
1014
Price Financial Group Wealth Management
Oregon
$144K +$130K +1,002 New
BTI
1015
Blue Trust Inc
Georgia
$143K -$910 -7 -0.6%
MMCM
1016
Murphy & Mullick Capital Management
New York
$140K -$110K -845 -43%
HPBT
1017
Hickory Point Bank & Trust
Illinois
$138K +$142K +1,091 New
FP
1018
Financial Perspectives
Minnesota
$135K
TCM
1019
Triumph Capital Management
Colorado
$134K -$64K -492 -32%
SIC
1020
SJS Investment Consulting
Ohio
$134K +$33.7K +259 +32%
UB
1021
UMB Bank
Missouri
$134K +$51.1K +393 +59%
TWC
1022
TD Waterhouse Canada
Ontario, Canada
$133K +$36.5K +281 +36%
MA
1023
MCF Advisors
Kentucky
$132K +$117K +902 +618%
GWP
1024
Gen-Wealth Partners
Michigan
$132K -$3.77K -29 -3%
PPC
1025
Park Place Capital
Alabama
$132K +$1.3K +10 +1%