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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1001
Wolff Wiese Magana
California
$1.88K – – –
MBFW
1002
Morton Brown Family Wealth
Pennsylvania
$1.69K – – –
PWA
1003
Principia Wealth Advisory
Texas
$1.5K – – –
CTC
1004
Central Trust Company
Missouri
$1.5K +$552 +3 +60%
TFM
1005
TFC Financial Management
Massachusetts
$1.32K -$10.3K -56 -89%
M
1006
MOTCO
Texas
$1.32K – – –
CIAS
1007
CBIZ Investment Advisory Services
Ohio
$1.32K +$736 +4 +133%
UCB
1008
United Community Bank
South Carolina
$1.32K +$1.29K +7 New
BAM
1009
Bellevue Asset Management
Washington
$1.13K – – –
CAC
1010
Core Alternative Capital
Georgia
$1.13K – – –
HIA
1011
HFM Investment Advisors
New Jersey
$1.13K – – –
LIM
1012
Longfellow Investment Management
Massachusetts
$1.13K – – –
FMP
1013
Financial Management Professionals
Texas
$940 -$184 -1 -17%
TCB
1014
Texas Capital Bancshares
Texas
$940 +$920 +5 New
DF
1015
DecisionPoint Financial
Arizona
$938 – – –
ACA
1016
American Capital Advisory
Idaho
$752 – – –
HFS
1017
Hughes Financial Services
Virginia
$594 – – –
LCM
1018
Logan Capital Management
Pennsylvania
$564 – – –
RPA
1019
Redwood Park Advisors
California
$564 – – –
BIM
1020
Breakwater Investment Management
Washington
$564 +$552 +3 New
EWP
1021
Elevation Wealth Partners
California
$564 +$552 +3 New
NSIM
1022
North Star Investment Management
Illinois
$564 +$552 +3 New
PMFA
1023
Plante Moran Financial Advisors
Michigan
$564 +$552 +3 New
SA
1024
Seneschal Advisors
Washington
$564 +$552 +3 New
Q1WB
1025
Quest 10 Wealth Builders
Virginia
$496 – – –