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Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
626
Luther King Capital Management (LKCM)
Texas
$375K
HWM
627
HB Wealth Management
Georgia
$373K +$92.4K +2,778 +35%
PWA
628
PCG Wealth Advisors
Kansas
$372K +$355K +10,656 New
FHB
629
First Hawaiian Bank
Hawaii
$372K -$102K -3,063 -22%
PCS
630
Personal CFO Solutions
New Jersey
$372K -$80K -2,404 -18%
OFG
631
OmniStar Financial Group
North Carolina
$371K +$353K +10,618 New
WANY
632
Wealthspire Advisors (New York)
New York
$370K +$101K +3,030 +40%
PGAM
633
Princeton Global Asset Management
New Jersey
$370K
WWMSC
634
Wagner Wealth Management (South Carolina)
South Carolina
$367K +$30K +902 +9%
OFG
635
Oxford Financial Group
Indiana
$366K
WDG
636
Wealth Dimensions Group
Ohio
$365K +$22.8K +684 +7%
WCM
637
Wunderlich Capital Managemnt
Tennessee
$363K +$732 +22 +0.2%
CCB
638
Country Club Bank
Missouri
$362K -$15.4K -462 -4%
AWM
639
Accel Wealth Management
Iowa
$360K -$6.22K -187 -2%
WAS
640
WESPAC Advisors SoCal
California
$360K
CG
641
Cutler Group
California
$359K -$280K -8,405 -45%
MRCM
642
M&R Capital Management
New Jersey
$357K -$18.3K -550 -5%
WAS
643
Winch Advisory Services
Wisconsin
$356K +$14.8K +445 +5%
NB
644
NBT Bank
New York
$353K
EB
645
Eastern Bank
Massachusetts
$352K
SFP
646
Sweet Financial Partners
Minnesota
$352K -$3.26K -98 -1%
HVIA
647
Hudson Valley Investment Advisors
New York
$351K
SCP
648
Syntal Capital Partners
Texas
$351K -$1.46K -44 -0.4%
SPWM
649
Straight Path Wealth Management
Michigan
$351K +$1.33K +40 +0.4%
S
650
Systrade
Liechtenstein
$349K +$333K +10,000 New