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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
726
Cullen/Frost Bankers
Texas
$488 +$479 +34 New
EP
727
Essential Partners
California
$459 – – –
WA
728
WestEnd Advisors
North Carolina
$445 -$14 -1 -3%
OC
729
Oakworth Capital
Alabama
$402 – – –
RWM
730
Raffa Wealth Management
District of Columbia
$373 – – –
TBFA
731
Three Bearings Fiduciary Advisors
New Hampshire
$371 +$352 +25 New
PWA
732
Principia Wealth Advisory
Texas
$330 +$14 +1 +5%
HHCP
733
Hilton Head Capital Partners
South Carolina
$287 +$282 +20 New
HIA
734
HFM Investment Advisors
New Jersey
$273 -$70 -5 -21%
TFM
735
TFC Financial Management
Massachusetts
$259 -$2.5K -177 -91%
WA
736
WPG Advisers
Maryland
$258 – – –
MS
737
Monetary Solutions
Ohio
$229 +$226 +16 New
NL
738
NVWM LLC
Pennsylvania
$215 +$211 +15 New
VWA
739
Valued Wealth Advisors
Utah
$197 – – –
II
740
Inspire Investing
Idaho
$190 +$183 +13 New
CIAM
741
Caitong International Asset Management
Hong Kong
$172 -$99 -7 -37%
ACA
742
American Capital Advisory
Idaho
$158 +$99 +7 +175%
QWM
743
Quaker Wealth Management
New Jersey
$144 +$85 +6 +150%
AWM
744
Activest Wealth Management
Florida
$143 – – –
SWIM
745
Smallwood Wealth Investment Management
New Jersey
$100 – – –
HFS
746
Hughes Financial Services
Virginia
$72 +$70 +5 New
WW
747
Winnow Wealth
Texas
$15 – – –
DB
748
Danske Bank
Denmark
$14 +$14 +1 New
Man Group
749
Man Group
United Kingdom
– -$22.4M -1,704,311 Closed
NIG
750
NFJ Investment Group
Texas
– -$22.1M -1,682,463 Closed