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Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1251
Per Stirling Capital Management
Texas
$816K -$181K -880 -19%
GDP
1252
Great Diamond Partners
Maine
$815K -$41.7K -203 -5%
OBWG
1253
Onyx Bridge Wealth Group
New York
$814K -$80K -389 -9%
WP
1254
WealthShield Partners
North Carolina
$813K +$11.5K +56 +2%
ESB
1255
Essex Savings Bank
Connecticut
$812K +$20.4K +99 +3%
SCM
1256
Sterneck Capital Management
Missouri
$809K +$63.1K +307 +9%
TAM
1257
Tocqueville Asset Management
New York
$807K +$56.6K +275 +8%
Luther King Capital Management (LKCM)
1258
Luther King Capital Management (LKCM)
Texas
$807K +$215K +1,046 +39%
SWA
1259
SFMG Wealth Advisors
Texas
$806K +$45.5K +221 +6%
BCM
1260
Brasada Capital Management
Texas
$806K
SMA
1261
Sage Mountain Advisors
Georgia
$804K -$310K -1,507 -29%
LF
1262
Lantz Financial
Illinois
$804K +$1.65K +8 +0.2%
RCA
1263
Resonant Capital Advisors
Wisconsin
$803K -$39.3K -191 -5%
PAS
1264
Professional Advisory Services
Florida
$803K
KFA
1265
Kelleher Financial Advisors
New York
$802K +$382K +1,856 +101%
EPW
1266
Evolve Private Wealth
California
$798K +$756K +3,674 New
TGIA
1267
Torrey Growth & Income Advisors
California
$796K +$316K +1,538 +72%
PA
1268
PFG Advisors
Arizona
$795K -$776K -3,774 -51%
TA
1269
Tactive Advisors
Florida
$793K +$149K +724 +25%
I
1270
InvesTrust
Oklahoma
$792K +$751K +3,650 New
CHJWM
1271
Carlton Hofferkamp & Jenks Wealth Management
Texas
$792K -$22.8K -111 -3%
SSA
1272
Shepherd Street Advisors
California
$790K +$749K +3,640 New
KMWM
1273
Keudell/Morrison Wealth Management
Oregon
$786K +$745K +3,621 New
EWA
1274
Encompass Wealth Advisors
Oregon
$785K -$294K -1,430 -28%
KP
1275
Keel Point
Alabama
$784K -$27.4K -133 -4%