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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1951
Mengis Capital Management
Oregon
$5.1M +$1.37K +12 +0%
LWP
1952
LMG Wealth Partners
Louisiana
$5.1M +$11.1K +97 +0.2%
IBOK
1953
Independence Bank of Kentucky
Kentucky
$5.08M +$263K +2,305 +6%
RWP
1954
Revolve Wealth Partners
New Jersey
$5.07M +$192K +1,684 +5%
AFCM
1955
Alta Fox Capital Management
Texas
$5.06M +$4.44M +38,852 New
RAM
1956
Roanoke Asset Management
New Jersey
$5.06M +$820K +7,185 +23%
AWP
1957
Ascent Wealth Partners
New York
$5.06M +$251K +2,200 +6%
OP
1958
ORG Partners
Indiana
$5.05M -$173K -1,512 -4%
PFSC
1959
Peoples Financial Services Corp
Pennsylvania
$5.05M +$57.4K +503 +1%
BCMLT
1960
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.04M +$513K +4,494 +13%
RCM
1961
RB Capital Management
Nevada
$5.04M +$29.3K +257 +0.7%
FFS
1962
Founders Financial Securities
Maryland
$5.03M -$265K -2,323 -6%
BBWA
1963
Bell & Brown Wealth Advisors
California
$5.02M +$47.4K +415 +1%
AC
1964
Asio Capital
Kentucky
$5.01M -$31.5K -276 -0.7%
EAM
1965
EFG Asset Management
Oregon
$5M -$704K -6,161 -14%
NFG
1966
Nadler Financial Group
Illinois
$4.99M -$34.8K -305 -0.8%
OL
1967
Optas LLC
Texas
$4.97M -$151K -1,318 -3%
HNW
1968
High Note Wealth
Minnesota
$4.97M -$163K -1,430 -4%
KA
1969
Klingman & Associates
New York
$4.97M -$99.6K -872 -2%
SMC
1970
Smith, Moore & Co
Missouri
$4.97M +$284K +2,489 +7%
SIM
1971
Stratos Investment Management
Ohio
$4.96M -$151K -1,325 -3%
G
1972
GenTrust
Florida
$4.96M -$22.8K -200 -0.5%
LCM
1973
Lattice Capital Management
Washington
$4.95M
CWC
1974
Carolinas Wealth Consulting
North Carolina
$4.95M -$65.9K -577 -1%
LFP
1975
Leeward Financial Partners
Washington
$4.95M -$432K -3,783 -9%