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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1001
Arlington Partners
Alabama
$294K
PWP
1002
Private Wealth Partners
California
$294K +$257K +389 New
BA
1003
Bristlecone Advisors
Washington
$294K -$69.3K -105 -21%
SMA
1004
Sage Mountain Advisors
Georgia
$294K -$1.32K -2 -0.5%
MNBTD
1005
Moody National Bank Trust Division
Texas
$291K +$19.8K +30 +8%
AFM
1006
Armstrong Fleming & Moore
District of Columbia
$291K +$254K +384 New
FWP
1007
Falcon Wealth Planning
California
$291K -$29.7K -45 -10%
BSW
1008
Buckingham Strategic Wealth
Missouri
$289K -$25.8K -39 -9%
TYCC
1009
Texas Yale Capital Corp
Florida
$288K +$251K +380 New
APW
1010
Austin Private Wealth
Texas
$285K +$13.9K +21 +6%
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
$285K +$248K +376 New
GIM
1012
Grassi Investment Management
California
$284K
ACG
1013
Allen Capital Group
Nebraska
$284K
FG
1014
Fiduciary Group
Georgia
$284K +$2.64K +4 +1%
IFWM
1015
Institute for Wealth Management
Colorado
$283K
BCG
1016
Breakwater Capital Group
New Jersey
$280K +$2.64K +4 +1%
AAP
1017
Arax Advisory Partners
Colorado
$278K +$101K +153 +71%
OWA
1018
Outlook Wealth Advisors
Texas
$277K +$241K +365 New
CAIMH
1019
Central Asset Investments & Management Holdings
Hong Kong
$275K
WA
1020
Wealthstream Advisors
New York
$274K +$239K +362 New
EI
1021
Ellevest Inc
New York
$272K -$11.2K -17 -5%
RCA
1022
Resonant Capital Advisors
Wisconsin
$271K +$1.32K +2 +0.6%
BSHC
1023
Breed's Hill Capital
Massachusetts
$271K +$236K +358 New
SFO
1024
Stokes Family Office
Louisiana
$269K -$345K -522 -59%
BWM
1025
BigSur Wealth Management
Florida
$269K -$7.26K -11 -3%