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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1851
Texas Capital Bank Wealth Management Services
Texas
$232K
CCA
1852
Column Capital Advisors
Indiana
$232K +$4.54K +12 +1%
BC
1853
Burleson & Co
California
$231K +$250K +661 +373%
CPIA
1854
Cornell Pochily Investment Advisors
New York
$230K -$302K -797 -49%
AMCA
1855
Arthur M. Cohen & Associates
Illinois
$230K +$75.7K +200 +31%
RIA
1856
Richwood Investment Advisors
Ohio
$230K +$82.5K +218 +35%
ATWA
1857
Arbor Trust Wealth Advisors
Michigan
$229K
CMI
1858
Clare Market Investments
Texas
$228K +$378 +1 +0.1%
PGIM
1859
Pacific Global Investment Management
California
$226K -$14K -37 -4%
CFS
1860
CRA Financial Services
New Jersey
$226K +$35.2K +93 +13%
DCM
1861
DGS Capital Management
New Jersey
$226K +$63.6K +168 +26%
SHFA
1862
SC&H Financial Advisors
Maryland
$225K -$71.9K -190 -19%
RT
1863
Rockland Trust
Massachusetts
$225K -$60.9K -161 -16%
BC
1864
Bridgefront Capital
Texas
$225K +$309K +817 New
NL
1865
NWAM LLC
Washington
$224K -$70.4K -186 -19%
GA
1866
Geller Advisors
New York
$223K -$149K -394 -33%
SFP
1867
Sandbox Financial Partners
Maryland
$223K +$7.95K +21 +3%
MTWM
1868
Masso Torrence Wealth Management
New Jersey
$223K +$10.6K +28 +4%
PFWA
1869
Paces Ferry Wealth Advisors
Georgia
$222K -$1.14K -3 -0.4%
TWI
1870
Thomas White International
Illinois
$222K
CWM
1871
Centric Wealth Management
Illinois
$222K +$3.4K +9 +1%
OC
1872
Oakworth Capital
Alabama
$222K +$13.6K +36 +5%
ACM
1873
Ategra Capital Management
Virginia
$220K
AF
1874
AtlasMark Financial
Texas
$220K
HA
1875
Herold Advisors
New York
$220K