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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1051
Texas Capital Bank Wealth Management Services
Texas
$311K -$162K -1,586 -34%
KWMG
1052
King Wealth Management Group
Florida
$311K -$30.7K -300 -9%
CC
1053
Codex Capital
New York
$309K – – –
MFG
1054
Merit Financial Group
Georgia
$308K +$55.7K +545 +22%
FFA
1055
First Foundation Advisors
California
$308K +$65.6K +642 +27%
MCA
1056
Magnolia Capital Advisors
Mississippi
$307K +$305K +2,983 New
ESCM
1057
Echo Street Capital Management
New York
$306K +$304K +2,970 New
FIM
1058
Freedom Investment Management
Connecticut
$305K -$2.25K -22 -0.7%
NDSI
1059
Newman Dignan & Sheerar Inc
Rhode Island
$305K +$303K +2,961 New
TWA
1060
TCI Wealth Advisors
Arizona
$304K -$14.3K -140 -5%
KA
1061
Kercheville Advisors
Texas
$304K – – –
WA
1062
Wealth Advisors
California
$301K – – –
FP
1063
Foundry Partners
Minnesota
$298K +$20.5K +201 +7%
EA
1064
Emerald Advisers
Pennsylvania
$297K +$295K +2,885 New
FCI
1065
Financial Counselors Inc
Kansas
$297K +$296K +2,891 New
AL
1066
Aspiriant LLC
California
$294K +$292K +2,860 New
SGAM
1067
Smith Group Asset Management
Texas
$293K +$291K +2,850 New
VVP
1068
Venture Visionary Partners
Ohio
$293K +$292K +2,857 New
5L
1069
55I LLC
Massachusetts
$292K +$290K +2,841 New
LFA
1070
Legacy Financial Advisors
Kentucky
$291K +$68.9K +674 +31%
AIA
1071
Angeles Investment Advisors
California
$291K +$289K +2,828 New
AP
1072
Americana Partners
Texas
$291K +$290K +2,837 New
CAC
1073
Certified Advisory Corp
Florida
$288K -$134K -1,310 -32%
CA
1074
Claro Advisors
Massachusetts
$288K +$48K +470 +20%
CFD
1075
Creative Financial Designs
Indiana
$287K -$3.58K -35 -1%
41 42
43
44 45