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Name Holding Trade Value Shares
Change
Change in
Stake
TVPW
1401
Third View Private Wealth
Connecticut
$1.01M +$334K +210 +71%
MFA
1402
Mayflower Financial Advisors
Massachusetts
$1M +$39.8K +25 +5%
CFG
1403
Chapman Financial Group
Hawaii
$1M -$7.96K -5 -1%
BFA
1404
Brown Financial Advisors
Ohio
$997K -$52.5K -33 -6%
GPW
1405
Genesis Private Wealth
Virginia
$995K -$36.6K -23 -4%
PWP
1406
Pursue Wealth Partners
California
$995K – – –
DAM
1407
Deltec Asset Management
New York
$995K +$796K +500 New
XC
1408
XY Capital
Hong Kong
$995K +$796K +500 New
AGA
1409
Accuvest Global Advisors
Utah
$985K +$788K +495 New
TCBWMS
1410
Texas Capital Bank Wealth Management Services
Texas
$983K – – –
LWM
1411
LJI Wealth Management
Indiana
$980K – – –
MWA
1412
Madson Wealth Advisors
California
$973K +$39.8K +25 +5%
HCP
1413
Hexagon Capital Partners
Arkansas
$971K +$78K +49 +11%
GKFF
1414
George Kaiser Family Foundation
Oklahoma
$971K +$777K +488 New
PGCM
1415
Prescott Group Capital Management
Oklahoma
$971K +$777K +488 New
RWM
1416
Riverbend Wealth Management
South Carolina
$960K +$377K +237 +97%
IF
1417
Intrua Financial
Texas
$959K +$12.7K +8 +2%
RIL
1418
Rothschild Investment LLC
Illinois
$953K +$65.3K +41 +9%
GWS
1419
Greykasell Wealth Strategies
California
$952K +$146K +92 +24%
MTC
1420
Matrix Trust Company
Colorado
$949K +$759K +477 New
CFA
1421
Collaborative Fund Advisors
Nevada
$949K -$74.8K -47 -9%
PCFFS
1422
Pacific Center for Financial Services
California
$949K -$22.3K -14 -3%
OBWG
1423
Onyx Bridge Wealth Group
New York
$948K +$50.9K +32 +7%
SI
1424
Severin Investments
Missouri
$948K -$283K -178 -27%
FNBOH
1425
First National Bank of Hutchinson
Kansas
$947K -$28.7K -18 -4%