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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1276
Marks Group Wealth Management
Minnesota
$699K +$25K +95 +4%
AP
1277
Americana Partners
Texas
$698K -$54.3K -206 -8%
WSTAM
1278
Wilbanks Smith & Thomas Asset Management
Virginia
$698K +$3.95K +15 +0.6%
TCBWMS
1279
Texas Capital Bank Wealth Management Services
Texas
$698K +$626K +2,375 New
WA
1280
Winfield Associates
Ohio
$697K +$624K +2,370 New
RWA
1281
Redhawk Wealth Advisors
Minnesota
$693K +$336K +1,277 +118%
JSL
1282
JT Stratford LLC
Georgia
$684K +$41.1K +156 +7%
WMA
1283
Wealth Management Associates
New Jersey
$683K -$365K -1,384 -37%
PP
1284
Patten & Patten
Tennessee
$681K -$302K -1,145 -33%
SC
1285
Savant Capital
Illinois
$681K +$27.4K +104 +5%
CAL
1286
Capital Analysts LLC
Pennsylvania
$681K +$386K +1,465 +172%
MPCG
1287
Matrix Private Capital Group
New York
$679K +$54K +205 +10%
VFM
1288
Vivid Financial Management
California
$678K -$13.4K -51 -2%
AWE
1289
Avidian Wealth Enterprises
Texas
$677K +$48K +182 +9%
CP
1290
Covenant Partners
Tennessee
$676K +$6.85K +26 +1%
KIA
1291
KCM Investment Advisors
California
$671K +$23.7K +90 +4%
AIA
1292
Armor Investment Advisors
North Carolina
$665K -$221K -838 -27%
AA
1293
Ancora Advisors
Ohio
$662K +$22.1K +84 +4%
WAP
1294
Wealthcare Advisory Partners
Pennsylvania
$661K +$162K +613 +37%
AIM
1295
Acropolis Investment Management
Missouri
$659K – – –
FNBT
1296
FineMark National Bank & Trust
Florida
$657K +$36.9K +140 +7%
UR
1297
USCA RIA
Texas
$657K +$142K +540 +32%
RSWM
1298
Robertson Stephens Wealth Management
California
$652K -$92K -349 -14%
CWA
1299
Capital Wealth Alliance
Arizona
$652K -$60.6K -230 -9%
BFM
1300
Boston Financial Management
Massachusetts
$651K -$55.3K -210 -9%
50 51
52
53 54