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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1776
First American Trust
California
$493K +$66.1K +105 +14%
MMA
1777
Miracle Mile Advisors
California
$491K +$128K +203 +31%
WA
1778
Winfield Associates
Ohio
$489K
IC
1779
Inscription Capital
Texas
$488K -$634K -1,007 -54%
WCM
1780
Washburn Capital Management
Florida
$484K -$62.9K -100 -11%
LB
1781
Leo Brokerage
Texas
$484K +$8.18K +13 +2%
LFA
1782
Legacy Financial Advisors
Kentucky
$483K +$75.5K +120 +17%
TCBWMS
1783
Texas Capital Bank Wealth Management Services
Texas
$482K +$527K +838 New
PGIM
1784
Pacific Global Investment Management
California
$474K -$629 -1 -0.1%
ATWA
1785
Arbor Trust Wealth Advisors
Michigan
$474K +$6.29K +10 +1%
LWA
1786
Lineweaver Wealth Advisors
Ohio
$474K +$30.2K +48 +6%
IP
1787
Investment Partners
Ohio
$474K +$98.2K +156 +23%
SGCA
1788
Steel Grove Capital Advisors
Tennessee
$472K +$135K +215 +36%
CL
1789
CPWM LLC
Washington
$470K -$4.41K -7 -0.8%
SWM
1790
Salvus Wealth Management
New Jersey
$470K +$88.7K +141 +21%
SP
1791
Successful Portfolios
Florida
$467K +$7.55K +12 +2%
WPP
1792
Whalerock Point Partners
Rhode Island
$466K +$15.7K +25 +3%
PMFA
1793
Plante Moran Financial Advisors
Michigan
$466K +$16.4K +26 +3%
TWI
1794
Thomas White International
Illinois
$465K
ZIC
1795
ZWJ Investment Counsel
Georgia
$463K +$2.52K +4 +0.5%
BIA
1796
Bigelow Investment Advisors
Maine
$463K +$38.4K +61 +8%
MTC
1797
McDaniel Terry & Co
Texas
$462K
BCM
1798
Bridgeway Capital Management
Texas
$461K
NJBEST
1799
New Jersey Better Educational Savings Trust
New Jersey
$461K
AF
1800
AtlasMark Financial
Texas
$461K