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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
1201
Quotient Wealth Partners
Texas
$488K -$117K -149 -23%
BL
1202
Balentine LLC
Georgia
$487K -$7.86K -10 -2%
NP
1203
Nilsine Partners
Colorado
$487K +$23.6K +30 +6%
PWP
1204
Pursue Wealth Partners
California
$484K
TH
1205
TCTC Holdings
Texas
$484K
SAM
1206
Secure Asset Management
Michigan
$482K +$33K +42 +10%
PCM
1207
Peregrine Capital Management
Minnesota
$480K
FC
1208
Financial Consulate
Maryland
$480K +$390K +496 New
EMB
1209
Elefante Mark B
$479K +$388K +493 New
AFA
1210
Arlington Financial Advisors
California
$479K +$3.93K +5 +1%
IAIM
1211
International Assets Investment Management
Florida
$479K
LWM
1212
LJI Wealth Management
Indiana
$476K
AGC
1213
Aspen Grove Capital
Colorado
$475K -$150K -191 -28%
PCA
1214
Purkiss Capital Advisors
Connecticut
$474K +$69.2K +88 +22%
BCG
1215
Breakwater Capital Group
New Jersey
$473K +$34.6K +44 +10%
SFC
1216
SYM Financial Corp
Indiana
$472K +$7.08K +9 +2%
MNBTD
1217
Moody National Bank Trust Division
Texas
$471K -$14.1K -18 -4%
CCM
1218
Cohen Capital Management
California
$471K
LCM
1219
Lazari Capital Management
California
$471K +$2.36K +3 +0.6%
TA
1220
TFB Advisors
Kansas
$471K -$112K -143 -23%
WANY
1221
Wealthspire Advisors (New York)
New York
$469K -$98.3K -125 -21%
ICP
1222
Impact Capital Partners
Colorado
$469K +$26.7K +34 +8%
FCH
1223
Freestone Capital Holdings
Washington
$463K +$39.3K +50 +12%
APM
1224
a16z Perennial Management
California
$463K +$376K +478 New
LF
1225
LifeSteps Financial
California
$460K