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Name Holding Trade Value Shares
Change
Change in
Stake
RW
701
Rede Wealth
Virginia
$630K
QFW
702
QTR Family Wealth
Florida
$629K +$323K +1,000 +112%
7WCP
703
71 West Capital Partners
Massachusetts
$625K +$236K +731 +63%
Luther King Capital Management (LKCM)
704
Luther King Capital Management (LKCM)
Texas
$620K
BP
705
Ballentine Partners
Massachusetts
$620K -$7.74K -24 -1%
SIP
706
Stoneridge Investment Partners
Pennsylvania
$619K +$554K +1,717 New
PPA
707
Painted Porch Advisors
California
$618K
CT
708
Chicago Trust
Illinois
$617K +$43.6K +135 +8%
GI
709
GAMMA Investing
California
$613K +$100K +311 +20%
WPC
710
Wedmont Private Capital
Pennsylvania
$611K -$12.3K -38 -2%
BC
711
Barrett & Company
Rhode Island
$611K
LJAC
712
L.J. Altfest & Co
New York
$605K
TA
713
Townsend & Associates
Colorado
$604K -$2.9K -9 -0.5%
CA
714
Crane Advisory
California
$601K
NA
715
Nordwand Advisors
Pennsylvania
$601K -$411K -1,273 -41%
AA
716
ALPS Advisors
Colorado
$601K +$585K +1,812 New
AWM
717
AE Wealth Management
Kansas
$599K +$21K +65 +4%
UWS
718
Unique Wealth Strategies
Illinois
$598K -$645 -2 -0.1%
GBA
719
Garrison Bradford & Associates
New York
$597K -$64.5K -200 -10%
PA
720
Parallel Advisors
California
$596K -$91.6K -284 -14%
CRC
721
Curi RMB Capital
Illinois
$596K +$579K +1,796 New
YAIA
722
Yanni & Associates Investment Advisors
Pennsylvania
$594K
PA
723
Profund Advisors
Maryland
$594K -$18.7K -58 -3%
CI
724
CX Institutional
Indiana
$585K -$765K -2,370 -57%
HW
725
Hancock Whitney
Mississippi
$583K -$62.9K -195 -10%