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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1001
SVB Wealth
Massachusetts
$454K -$131K -1,244 -22%
BIAS
1002
Beacon Investment Advisory Services
New Jersey
$453K -$432K -4,111 -49%
BI
1003
Ballast Inc
Kentucky
$451K – – –
SWM
1004
Segment Wealth Management
Texas
$450K – – –
CI
1005
CX Institutional
Indiana
$449K -$16.9K -161 -4%
CIAS
1006
Capital Investment Advisory Services
North Carolina
$449K -$16.2K -154 -3%
TA
1007
TrueWealth Advisors
Alabama
$447K +$420 +4 +0.1%
OBGC
1008
O'Brien Greene & Co
Pennsylvania
$447K -$5.25K -50 -1%
TA
1009
TFG Advisers
Michigan
$445K +$12.1K +115 +3%
CCWM
1010
Cassaday & Co Wealth Management
Virginia
$443K – – –
HSWM
1011
Hubbell Strickland Wealth Management
Louisiana
$439K +$210 +2 +0%
BWM
1012
Baron Wealth Management
Michigan
$439K -$58.4K -556 -12%
BFA
1013
Brendel Financial Advisors
New Hampshire
$433K -$3.41M -32,484 -89%
PAMG
1014
Patton Albertson Miller Group
Tennessee
$432K +$235K +2,238 +120%
NB
1015
Nicolet Bankshares
Wisconsin
$431K +$35K +333 +9%
MAM
1016
Madison Asset Management
Wisconsin
$431K -$16.9K -161 -4%
SFG
1017
SevenBridge Financial Group
Pennsylvania
$430K – – –
TNA
1018
True North Advisors
Texas
$427K +$2.84K +27 +0.7%
AG
1019
AlTi Global
New York
$426K +$7.36K +70 +2%
ANC
1020
Ames National Corp
Iowa
$426K – – –
PWS
1021
Peloton Wealth Strategists
Indiana
$422K – – –
ETS
1022
ESL Trust Services
New York
$422K – – –
FNC
1023
First National Corp
Massachusetts
$422K – – –
PP
1024
Pingora Partners
Wyoming
$422K – – –
Luther King Capital Management (LKCM)
1025
Luther King Capital Management (LKCM)
Texas
$421K -$46.5K -443 -10%