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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
2051
Texas Capital Bank Wealth Management Services
Texas
$479K +$31K +64 +8%
WI
2052
Wedgewood Investors
Pennsylvania
$479K +$417K +862 New
BCM
2053
BlueCrest Capital Management
Jersey
$478K -$461K -952 -53%
SP
2054
Stonebrook Private
Michigan
$478K -$48.4K -100 -10%
WSC
2055
Wellington Shields & Co
New York
$478K +$48.4K +100 +13%
NF
2056
Nikulski Financial
Iowa
$477K +$38.3K +79 +10%
MWM
2057
Mosley Wealth Management
California
$477K +$99.3K +205 +31%
SWM
2058
Salvus Wealth Management
New Jersey
$477K +$19.9K +41 +5%
AWM
2059
Atticus Wealth Management
Florida
$474K +$11.6K +24 +3%
EFSCE
2060
Enterprise Financial Services Corp (EFSC)
Missouri
$474K -$34.9K -72 -8%
DC
2061
DeDora Capital
California
$473K
FPGK
2062
Financial Partners Group (Kansas)
Kansas
$473K -$66.3K -137 -14%
VIM
2063
Vista Investment Management
Pennsylvania
$473K +$62.5K +129 +18%
MFG
2064
Magnus Financial Group
New York
$472K +$26.1K +54 +7%
BHB
2065
Bank Hapoalim BM
Israel
$471K -$52.3K -108 -11%
BFO
2066
Biltmore Family Office
North Carolina
$471K +$8.72K +18 +2%
LA
2067
LM Advisors
California
$470K -$661K -1,366 -62%
OWA
2068
Outlook Wealth Advisors
Texas
$470K +$66.3K +137 +19%
AWM
2069
Aprio Wealth Management
Georgia
$469K -$79.9K -165 -16%
WPW
2070
Warther Private Wealth
Ohio
$469K +$409K +845 New
HAS
2071
HBW Advisory Services
California
$469K +$111K +229 +37%
AAG
2072
Armstrong Advisory Group
Massachusetts
$468K +$12.6K +26 +3%
DWM
2073
Dopkins Wealth Management
New York
$462K +$15.5K +32 +4%
GGV
2074
GG Group Ventures
Florida
$462K +$417K +862 New
JFL
2075
Jarislowsky, Fraser Ltd
Quebec, Canada
$461K