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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
C2C Wealth Management
Arizona
$338K +$338K +425 New
LTI
702
Laffer Tengler Investments
Tennessee
$338K -$141K -178 -30%
C
703
CEDRUS
Colorado
$334K +$334K +420 New
BAM
704
Bruderman Asset Management
New York
$333K – – –
EWM
705
Executive Wealth Management
Michigan
$329K -$1.59K -2 -0.5%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$328K -$1.59K -2 -0.5%
DAS
707
Dynamic Advisor Solutions
Arizona
$327K +$51.6K +65 +19%
TA
708
Tectonic Advisors
Texas
$326K – – –
RDWM
709
Red Door Wealth Management
Tennessee
$326K +$9.53K +12 +3%
DWM
710
Destination Wealth Management
California
$325K +$102K +129 +46%
FNBT
711
FineMark National Bank & Trust
Florida
$324K +$3.97K +5 +1%
UB
712
UMB Bank
Missouri
$324K +$323K +407 New
WMA
713
Wealth Management Associates
New Jersey
$322K – – –
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$321K -$3.97K -5 -1%
Axa
715
Axa
France
$319K +$319K +401 New
TPCW
716
TD Private Client Wealth
New York
$318K -$195K -245 -38%
RCM
717
Requisite Capital Management
Texas
$318K -$278K -350 -47%
SWA
718
SFMG Wealth Advisors
Texas
$318K -$11.1K -14 -3%
LW
719
Linscomb Wealth
Texas
$318K +$3.18K +4 +1%
PWM
720
Purus Wealth Management
California
$317K -$1.59K -2 -0.5%
RB
721
Renasant Bank
Mississippi
$316K +$315K +396 New
ECG
722
Edge Capital Group
Georgia
$313K -$4.77K -6 -2%
AP
723
Arlington Partners
Alabama
$310K +$309K +389 New
FSC
724
Full Sail Capital
Oklahoma
$308K -$19.9K -25 -5%
AGA
725
Accuvest Global Advisors
Utah
$308K +$307K +387 New