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Name Holding Trade Value Shares
Change
Change in
Stake
FPA
1576
First Pacific Advisors
California
$358K -$636K -9,050 -65%
IWP
1577
Icon Wealth Partners
Texas
$358K +$106K +1,504 +44%
ACM
1578
Aljian Capital Management
Nevada
$358K +$347K +4,943 New
MWM
1579
Modera Wealth Management
New Jersey
$355K
GIM
1580
Goelzer Investment Management
Indiana
$355K +$83.5K +1,188 +32%
LPWM
1581
Lake Point Wealth Management
Texas
$353K +$343K +4,875 New
TCB
1582
Texas Capital Bancshares
Texas
$352K -$42K -597 -11%
BCA
1583
Bray Capital Advisors
Florida
$351K -$21.1K -300 -6%
GAM
1584
Gould Asset Management
California
$350K
ONST
1585
Old North State Trust
North Carolina
$348K -$9.14K -130 -3%
KA
1586
Kaizen Advisory
Illinois
$348K +$35.4K +503 +12%
GFS
1587
GYL Financial Synergies
Connecticut
$348K +$338K +4,810 New
RWM
1588
Ritholtz Wealth Management
New York
$347K -$7.03K -100 -2%
PCM
1589
Pointe Capital Management
Michigan
$347K -$6.75K -96 -2%
FLI
1590
Family Legacy Inc
South Carolina
$347K -$2.46K -35 -0.7%
DBG
1591
De Burlo Group
Massachusetts
$347K
SMH
1592
Sanders Morris Harris
Texas
$347K +$4.36K +62 +1%
BWM
1593
Baystate Wealth Management
Massachusetts
$346K +$21.3K +303 +7%
BO
1594
BRR OpCo
Ohio
$345K +$5.34K +76 +2%
AIM
1595
Acropolis Investment Management
Missouri
$344K -$9.98K -142 -3%
ACA
1596
Ackerman Capital Advisors
Texas
$344K +$334K +4,751 New
ADL
1597
Asset Dedication LLC
California
$342K -$5.97K -85 -2%
YWP
1598
YorkBridge Wealth Partners
New York
$342K +$19.2K +273 +6%
AIS
1599
Accurate Investment Solutions
Pennsylvania
$341K
FCA
1600
FLC Capital Advisors
California
$341K +$331K +4,712 New