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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Angeles Wealth Management
California
$287K -$51.9K -58 -14%
CA
1177
CoreCap Advisors
Michigan
$287K -$2.62M -2,926 -89%
TCBWMS
1178
Texas Capital Bank Wealth Management Services
Texas
$287K +$6.26K +7 +2%
BFC
1179
Blue Fin Capital
Rhode Island
$284K +$21.5K +24 +8%
ACM
1180
Aljian Capital Management
Nevada
$282K +$303K +339 New
HCM
1181
Hollencrest Capital Management
California
$280K +$44.7K +50 +17%
ATIA
1182
American Trust Investment Advisors
New Hampshire
$279K -$179K -200 -37%
CFO
1183
Callan Family Office
Pennsylvania
$277K +$70.6K +79 +31%
HC
1184
Henshaw Capital
Massachusetts
$276K -$6.26K -7 -2%
WPWM
1185
Western Pacific Wealth Management
Illinois
$276K +$20.6K +23 +7%
HW
1186
Hancock Whitney
Mississippi
$274K +$294K +329 New
CIAS
1187
Capital Investment Advisory Services
North Carolina
$273K -$380K -425 -56%
AC
1188
ASB Consultores
Florida
$272K -$120K -134 -29%
CRC
1189
Curi RMB Capital
Illinois
$272K +$18.8K +21 +7%
GL
1190
Graypoint LLC
New York
$270K +$103K +115 +55%
GLA
1191
Good Life Advisors
Pennsylvania
$270K +$99.2K +111 +52%
SG
1192
StoneX Group
New York
$270K +$73.3K +82 +34%
PWM
1193
Purus Wealth Management
California
$270K – – –
AAM
1194
Aureus Asset Management
Massachusetts
$269K +$15.2K +17 +6%
UB
1195
UMB Bank
Missouri
$267K -$26.8K -30 -9%
LSCM
1196
Light Street Capital Management
California
$267K -$12.5K -14 -4%
PNC
1197
Park National Corp
Ohio
$267K – – –
OWA
1198
Opal Wealth Advisors
New York
$267K +$6.26K +7 +2%
FWM
1199
FMB Wealth Management
California
$266K – – –
XC
1200
XY Capital
Hong Kong
$266K +$285K +319 New