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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Destination Wealth Management
California
$285K +$12.1K +18 +4%
FHA
727
Flagship Harbor Advisors
Massachusetts
$285K +$37.5K +56 +15%
AC
728
Avestar Capital
New York
$285K +$57.6K +86 +25%
DWM
729
Dakota Wealth Management
Florida
$284K +$74.3K +111 +35%
BOPW
730
Brandywine Oak Private Wealth
Pennsylvania
$280K -$16.1K -24 -5%
JF
731
Jump Financial
Illinois
$276K +$64.3K +96 +30%
PWMAG
732
Pinnacle Wealth Management Advisory Group
New Jersey
$275K
UB
733
UMB Bank
Missouri
$274K +$2.01K +3 +0.7%
TA
734
Tectonic Advisors
Texas
$273K
BMC
735
Benin Management Corp
Connecticut
$273K +$30.1K +45 +12%
EI
736
Ellevest Inc
New York
$273K +$74.3K +111 +37%
FNBT
737
FineMark National Bank & Trust
Florida
$272K
KNW
738
Kesler Norman & Wride
Utah
$272K +$38.2K +57 +16%
RB
739
Renasant Bank
Mississippi
$270K +$4.69K +7 +2%
Luther King Capital Management (LKCM)
740
Luther King Capital Management (LKCM)
Texas
$269K +$269K +402 New
SSIM
741
Sheets Smith Investment Management
Texas
$267K -$1.83M -2,737 -87%
LW
742
Linscomb Wealth
Texas
$267K
SSWM
743
Sheets Smith Wealth Management
North Carolina
$266K -$577K -861 -68%
NFG
744
Nations Financial Group
Iowa
$265K -$231K -345 -47%
DAS
745
Dynamic Advisor Solutions
Arizona
$265K -$9.38K -14 -3%
LCM
746
LCM Capital Management
Illinois
$264K +$9.38K +14 +4%
MC
747
Moors & Cabot
Massachusetts
$264K +$265K +395 New
SIM
748
Seaview Investment Managers
Florida
$264K +$265K +395 New
CPIG
749
Chicago Partners Investment Group
Illinois
$263K +$334K +498 New
AP
750
Arlington Partners
Alabama
$260K