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Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1251
Members Trust
Florida
$823K +$253K +1,229 +48%
Algert Global
1252
Algert Global
California
$819K -$5.44M -26,440 -88%
PSCM
1253
Per Stirling Capital Management
Texas
$816K -$181K -880 -19%
GDP
1254
Great Diamond Partners
Maine
$815K -$41.7K -203 -5%
OBWG
1255
Onyx Bridge Wealth Group
New York
$814K -$80K -389 -9%
WP
1256
WealthShield Partners
North Carolina
$813K +$11.5K +56 +2%
ESB
1257
Essex Savings Bank
Connecticut
$812K +$20.4K +99 +3%
SCM
1258
Sterneck Capital Management
Missouri
$809K +$63.1K +307 +9%
Tocqueville Asset Management
1259
Tocqueville Asset Management
New York
$807K +$56.6K +275 +8%
Luther King Capital Management (LKCM)
1260
Luther King Capital Management (LKCM)
Texas
$807K +$215K +1,046 +39%
SWA
1261
SFMG Wealth Advisors
Texas
$806K +$45.5K +221 +6%
BCM
1262
Brasada Capital Management
Texas
$806K – – –
SMA
1263
Sage Mountain Advisors
Georgia
$804K -$310K -1,507 -29%
LF
1264
Lantz Financial
Illinois
$804K +$1.65K +8 +0.2%
RCA
1265
Resonant Capital Advisors
Wisconsin
$803K -$39.3K -191 -5%
PAS
1266
Professional Advisory Services
Florida
$803K – – –
KFA
1267
Kelleher Financial Advisors
New York
$802K +$382K +1,856 +101%
EPW
1268
Evolve Private Wealth
California
$798K +$756K +3,674 New
TGIA
1269
Torrey Growth & Income Advisors
California
$796K +$316K +1,538 +72%
PA
1270
PFG Advisors
Arizona
$795K -$776K -3,774 -51%
TA
1271
Tactive Advisors
Florida
$793K +$149K +724 +25%
I
1272
InvesTrust
Oklahoma
$792K +$751K +3,650 New
CHJWM
1273
Carlton Hofferkamp & Jenks Wealth Management
Texas
$792K -$22.8K -111 -3%
MC
1274
Miramontes Capital
California
$791K +$749K +3,643 New
SSA
1275
Shepherd Street Advisors
California
$790K +$749K +3,640 New