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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
726
Luther King Capital Management (LKCM)
Texas
$3.11M +$1.84M +8,272 +136%
CWP
727
Core Wealth Partners
California
$3.1M -$16.7K -75 -0.5%
GT
728
Greenleaf Trust
Michigan
$3.1M +$21.8K +98 +0.7%
PI
729
PineBridge Investments
New York
$3.1M -$4.14M -18,609 -57%
AWA
730
Arete Wealth Advisors
Illinois
$3.1M +$172K +774 +6%
AW
731
Alteri Wealth
California
$3.09M +$8.23K +37 +0.3%
CIA
732
Cohen Investment Advisors
New Hampshire
$3.08M -$3.34K -15 -0.1%
FGC
733
Financial Gravity Companies
Texas
$3.08M +$3.17M +14,241 New
GI
734
GAMMA Investing
California
$3.08M +$460K +2,066 +17%
BPWM
735
Badgley Phelps Wealth Managers
Washington
$3.07M +$26.5K +119 +0.8%
LFAS
736
Level Four Advisory Services
Texas
$3.07M +$936K +4,205 +42%
IAN
737
Integrated Advisors Network
Texas
$3.04M -$222K -998 -7%
BHA
738
Beech Hill Advisors
New York
$3.04M +$77.9K +350 +3%
IC
739
Inscription Capital
Texas
$3.02M +$560K +2,515 +22%
MFG
740
Magnus Financial Group
New York
$3.02M +$82.1K +369 +3%
VWM
741
Venturi Wealth Management
Texas
$3.01M +$1.96M +8,832 +174%
HT
742
Heritage Trust
Oklahoma
$3.01M +$372K +1,673 +14%
OWCM
743
One Wealth Capital Management
Arizona
$3.01M +$1.59M +7,169 +107%
NICM
744
Neo Ivy Capital Management
New York
$3M -$110K -495 -3%
EI
745
EFG International
$2.99M -$657K -2,955 -18%
CAMG
746
CWA Asset Management Group
Florida
$2.97M -$320K -1,438 -9%
PCM
747
Princeton Capital Management
New Jersey
$2.96M +$25.1K +113 +0.8%
GPA
748
Guerra Pan Advisors
New Jersey
$2.96M -$281K -1,262 -8%
FLI
749
Family Legacy Inc
South Carolina
$2.95M +$14.9K +67 +0.5%
TFS
750
Thoroughbred Financial Services
Tennessee
$2.94M +$295K +1,328 +11%