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Name Holding Trade Value Shares
Change
Change in
Stake
DT
826
Diversified Trust
Tennessee
$740K +$85K +772 +13%
RSWM
827
Robertson Stephens Wealth Management
California
$740K +$2.31K +21 +0.3%
TCBWMS
828
Texas Capital Bank Wealth Management Services
Texas
$739K +$991 +9 +0.1%
HTC
829
Haverford Trust Company
Pennsylvania
$734K -$42K -381 -5%
EWA
830
Etesian Wealth Advisors
Oregon
$733K -$15.9K -144 -2%
PAMG
831
Patton Albertson Miller Group
Tennessee
$733K +$33K +300 +5%
LCGC
832
Legacy Capital Group California
California
$731K -$6.61K -60 -0.9%
ONB
833
Old National Bancorp
Indiana
$730K -$299K -2,713 -29%
TA
834
TFB Advisors
Kansas
$727K +$8.37K +76 +1%
PFS
835
Physicians Financial Services
North Carolina
$726K
IFG
836
Independent Financial Group
California
$722K -$14.5K -132 -2%
BSA
837
Bull Street Advisors
Georgia
$721K -$41.9K -380 -5%
FEG
838
Financial Enhancement Group
Indiana
$721K +$1.54K +14 +0.2%
JIP
839
Jaffetilchin Investment Partners
Florida
$719K -$661 -6 -0.1%
NFS
840
NewCorp Financial Services
Georgia
$719K +$718K +6,518 New
WBWA
841
William B. Walkup & Associates
South Carolina
$714K -$13.7K -124 -2%
IAMOG
842
Investors Asset Management of Georgia
Georgia
$714K -$16.4K -149 -2%
RIA
843
Richwood Investment Advisors
Ohio
$711K -$140K -1,275 -17%
HIA
844
Harbor Investment Advisory
Maryland
$708K -$2.42K -22 -0.3%
ATPW
845
Ashton Thomas Private Wealth
Arizona
$708K -$27.6K -251 -4%
AWE
846
Avidian Wealth Enterprises
Texas
$706K -$28.3K -257 -4%
SFS
847
Sowell Financial Services
Arkansas
$706K +$21K +191 +3%
TW
848
ticino wealth
California
$699K +$699K +6,343 New
PB
849
Pinnacle Bancorp
Nebraska
$699K
PWP
850
Phillips Wealth Planners
Mississippi
$699K