Name Holding Trade Value Shares
Change
Change in
Stake
CPW
2051
Crestmont Private Wealth
Texas
$480K +$418K +864 New
TCBWMS
2052
Texas Capital Bank Wealth Management Services
Texas
$479K +$31K +64 +8%
WI
2053
Wedgewood Investors
Pennsylvania
$479K +$417K +862 New
BCM
2054
BlueCrest Capital Management
Jersey
$478K -$461K -952 -53%
SP
2055
Stonebrook Private
Michigan
$478K -$48.4K -100 -10%
WSC
2056
Wellington Shields & Co
New York
$478K +$48.4K +100 +13%
NF
2057
Nikulski Financial
Iowa
$477K +$38.3K +79 +10%
MWM
2058
Mosley Wealth Management
California
$477K +$99.3K +205 +31%
SWM
2059
Salvus Wealth Management
New Jersey
$477K +$19.9K +41 +5%
AWM
2060
Atticus Wealth Management
Florida
$474K +$11.6K +24 +3%
EFSCE
2061
Enterprise Financial Services Corp (EFSC)
Missouri
$474K -$34.9K -72 -8%
DC
2062
DeDora Capital
California
$473K – – –
FPGK
2063
Financial Partners Group (Kansas)
Kansas
$473K -$66.3K -137 -14%
VIM
2064
Vista Investment Management
Pennsylvania
$473K +$62.5K +129 +18%
MFG
2065
Magnus Financial Group
New York
$472K +$26.1K +54 +7%
BHB
2066
Bank Hapoalim BM
Israel
$471K -$52.3K -108 -11%
BFO
2067
Biltmore Family Office
North Carolina
$471K +$8.72K +18 +2%
LA
2068
LM Advisors
California
$470K -$661K -1,366 -62%
OWA
2069
Outlook Wealth Advisors
Texas
$470K +$66.3K +137 +19%
AWM
2070
Aprio Wealth Management
Georgia
$469K -$79.9K -165 -16%
WPW
2071
Warther Private Wealth
Ohio
$469K +$409K +845 New
HAS
2072
HBW Advisory Services
California
$469K +$111K +229 +37%
AAG
2073
Armstrong Advisory Group
Massachusetts
$468K +$12.6K +26 +3%
DWM
2074
Dopkins Wealth Management
New York
$462K +$15.5K +32 +4%
GGV
2075
GG Group Ventures
Florida
$462K +$417K +862 New