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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Centurion Wealth Management
Virginia
$489K +$55K +70 +16%
QWP
1202
Quotient Wealth Partners
Texas
$488K -$117K -149 -23%
BL
1203
Balentine LLC
Georgia
$487K -$7.86K -10 -2%
NP
1204
Nilsine Partners
Colorado
$487K +$23.6K +30 +6%
PWP
1205
Pursue Wealth Partners
California
$484K – – –
TH
1206
TCTC Holdings
Texas
$484K – – –
SAM
1207
Secure Asset Management
Michigan
$482K +$33K +42 +10%
PCM
1208
Peregrine Capital Management
Minnesota
$480K – – –
FC
1209
Financial Consulate
Maryland
$480K +$390K +496 New
EMB
1210
Elefante Mark B
$479K +$388K +493 New
AFA
1211
Arlington Financial Advisors
California
$479K +$3.93K +5 +1%
IAIM
1212
International Assets Investment Management
Florida
$479K – – –
LWM
1213
LJI Wealth Management
Indiana
$476K – – –
AGC
1214
Aspen Grove Capital
Colorado
$475K -$150K -191 -28%
PCA
1215
Purkiss Capital Advisors
Connecticut
$474K +$69.2K +88 +22%
BCG
1216
Breakwater Capital Group
New Jersey
$473K +$34.6K +44 +10%
SFC
1217
SYM Financial Corp
Indiana
$472K +$7.08K +9 +2%
MNBTD
1218
Moody National Bank Trust Division
Texas
$471K -$14.1K -18 -4%
CCM
1219
Cohen Capital Management
California
$471K – – –
LCM
1220
Lazari Capital Management
California
$471K +$2.36K +3 +0.6%
TA
1221
TFB Advisors
Kansas
$471K -$112K -143 -23%
WANY
1222
Wealthspire Advisors (New York)
New York
$469K -$98.3K -125 -21%
ICP
1223
Impact Capital Partners
Colorado
$469K +$26.7K +34 +8%
FCH
1224
Freestone Capital Holdings
Washington
$463K +$39.3K +50 +12%
APM
1225
a16z Perennial Management
California
$463K +$376K +478 New