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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1876
Insight Advisors
Pennsylvania
$286K -$36.8K -115 -12%
PWMG
1877
Prestige Wealth Management Group
New Jersey
$285K +$225K +705 +496%
TCBWMS
1878
Texas Capital Bank Wealth Management Services
Texas
$284K
RT
1879
Rockland Trust
Massachusetts
$282K +$6.72K +21 +3%
PCMK
1880
Paragon Capital Management (Kansas)
Kansas
$282K -$8K -25 -3%
QPWM
1881
Quadrant Private Wealth Management
Pennsylvania
$281K +$267K +836 New
TCM
1882
Triumph Capital Management
Colorado
$278K -$612K -1,913 -70%
AWM
1883
Angeles Wealth Management
California
$278K +$25.9K +81 +11%
ATWA
1884
Arbor Trust Wealth Advisors
Michigan
$277K
GM
1885
GeoWealth Management
Illinois
$277K -$228K -713 -46%
OC
1886
Oakworth Capital
Alabama
$276K +$3.52K +11 +1%
ACP
1887
Aveo Capital Partners
Colorado
$276K +$21.4K +67 +9%
RIM
1888
RW Investment Management
Idaho
$275K +$261K +817 New
DFA
1889
Delta Financial Advisors
Louisiana
$275K -$38.4K -120 -13%
VWM
1890
Vigilare Wealth Management
Arizona
$274K -$79.6K -249 -23%
EFSCE
1891
Enterprise Financial Services Corp (EFSC)
Missouri
$274K +$260K +813 New
PP
1892
Paloma Partners
Connecticut
$273K +$259K +811 New
VAG
1893
VisionPoint Advisory Group
Texas
$273K -$46.7K -146 -17%
MTWM
1894
Masso Torrence Wealth Management
New Jersey
$273K
TWI
1895
Thomas White International
Illinois
$272K
QC
1896
QCM Cayman
Texas
$272K +$258K +807 New
WRPWM
1897
Werba Rubin Papier Wealth Management
California
$271K +$258K +806 New
SOS
1898
Silver Oak Securities
Tennessee
$271K +$57.9K +181 +29%
AAG
1899
Armstrong Advisory Group
Massachusetts
$270K +$257K +803 New
ONSWM
1900
Old North State Wealth Management
North Carolina
$270K +$4.8K +15 +2%