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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1301
Texas Capital Bank Wealth Management Services
Texas
$589K -$214 -1 -0%
BEW
1302
Burton Enright Welch
California
$585K -$2.78K -13 -0.5%
FFN
1303
Focus Financial Network
Minnesota
$584K -$399K -1,863 -42%
HWA
1304
Heritage Wealth Advisors
Virginia
$584K -$492K -2,299 -47%
TSS
1305
Two Sigma Securities
New York
$584K +$550K +2,567 New
HKIM
1306
Hayek Kallen Investment Management
Alabama
$580K – – –
Jones Financial Companies
1307
Jones Financial Companies
Missouri
$578K -$212K -992 -28%
5L
1308
55I LLC
Massachusetts
$578K +$101K +473 +23%
NB
1309
Northwest Bancshares
Pennsylvania
$576K – – –
RIA
1310
Richwood Investment Advisors
Ohio
$575K +$20.3K +95 +4%
CSPIA
1311
Cary Street Partners Investment Advisory
Virginia
$574K -$7.71K -36 -1%
CRWM
1312
Castle Rock Wealth Management
California
$574K – – –
TFA
1313
TPG Financial Advisors
Oregon
$574K – – –
MMA
1314
Miracle Mile Advisors
California
$574K +$55K +257 +11%
KFA
1315
Kelleher Financial Advisors
New York
$573K -$4.28K -20 -0.8%
SIAG
1316
Signet Investment Advisory Group
Rhode Island
$573K – – –
WPW
1317
Waldron Private Wealth
Pennsylvania
$573K +$19.9K +93 +4%
DWM
1318
Dakota Wealth Management
Florida
$571K +$538K +2,512 New
1WA
1319
180 Wealth Advisors
Washington
$570K +$162K +758 +44%
AWM
1320
Aevitas Wealth Management
Massachusetts
$568K -$4.5K -21 -0.8%
SEEDPG
1321
S.E.E.D. Planning Group
New York
$564K +$43K +201 +9%
SAM
1322
S.A. Mason
Michigan
$562K – – –
TF
1323
Trek Financial
Arizona
$562K +$142K +663 +37%
CANY
1324
Caxton Associates (New York)
New York
$560K +$233K +1,087 +79%
ATIA
1325
American Trust Investment Advisors
New Hampshire
$559K – – –