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Name Holding Trade Value Shares
Change
Change in
Stake
TCB
676
Texas Capital Bancshares
Texas
$724 +$714 +55 New
FC
677
Financial Consulate
Maryland
$553 +$546 +42 New
WWM
678
Wolff Wiese Magana
California
$527
AT
679
Avalon Trust
New Mexico
$527 +$520 +40 New
BHWM
680
Bay Harbor Wealth Management
Maryland
$526 +$442 +34 +567%
MSWA
681
Marshall & Sterling Wealth Advisors
New York
$500
WWA
682
Wealth Watch Advisors
Colorado
$487 +$481 +37 New
EP
683
Essential Partners
California
$421 +$416 +32 New
WA
684
WestEnd Advisors
North Carolina
$421 +$416 +32 New
HPC
685
HM Payson & Co
Maine
$369 +$364 +28 New
OC
686
Oakworth Capital
Alabama
$368
RWM
687
Raffa Wealth Management
District of Columbia
$342
HIA
688
HFM Investment Advisors
New Jersey
$316 +$130 +10 +71%
PWA
689
Principia Wealth Advisory
Texas
$290
SIC
690
SJS Investment Consulting
Ohio
$290 +$286 +22 New
TFA
691
Transamerica Financial Advisors
Florida
$276 +$273 +21 New
CIAM
692
Caitong International Asset Management
Hong Kong
$250 +$247 +19 New
WA
693
WPG Advisers
Maryland
$237 -$4.73K -364 -95%
TPBG
694
Turning Point Benefit Group
Maryland
$215 +$182 +14 New
DF
695
Dunhill Financial
United Kingdom
$210 -$117 -9 -36%
SFCL
696
Strengthening Families & Communities LLC
Massachusetts
$200
VWA
697
Valued Wealth Advisors
Utah
$179 +$52 +4 +40%
AWM
698
Activest Wealth Management
Florida
$132 +$130 +10 New
SWIM
699
Smallwood Wealth Investment Management
New Jersey
$92
QWM
700
Quaker Wealth Management
New Jersey
$53