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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
751
Correct Capital Wealth Management
Missouri
$1.27M – – –
SMH
752
Sanders Morris Harris
Texas
$1.27M – – –
LCGC
753
Legacy Capital Group California
California
$1.26M -$40.8K -124 -3%
PCIA
754
Prime Capital Investment Advisors
Kansas
$1.26M +$58.6K +178 +5%
RPC
755
Rossmore Private Capital
Connecticut
$1.26M – – –
EH
756
Equitable Holdings
New York
$1.25M +$532K +1,616 +89%
RDWM
757
Red Door Wealth Management
Tennessee
$1.25M +$33.6K +102 +3%
NRS
758
Neville Rodie & Shaw
New York
$1.25M – – –
ACM
759
AlphaStar Capital Management
North Carolina
$1.25M +$213K +647 +23%
PCM
760
Prelude Capital Management
New York
$1.23M -$52.3K -159 -4%
FDS
761
Freedom Day Solutions
Texas
$1.23M -$97.4K -296 -8%
TIA
762
Trust Investment Advisors
Indiana
$1.23M -$1.65K -5 -0.1%
CPA
763
Capital Planning Advisors
California
$1.22M – – –
DWM
764
Dynasty Wealth Management
Florida
$1.21M +$1.09M +3,320 New
BTWM
765
Baker Tilly Wealth Management
Wisconsin
$1.2M -$207K -629 -16%
KCM
766
Kanawha Capital Management
Virginia
$1.19M +$55.6K +169 +5%
CAM
767
Cidel Asset Management
Ontario, Canada
$1.19M +$36.2K +110 +3%
OC
768
Oakworth Capital
Alabama
$1.18M – – –
NRG
769
Nemes Rush Group
Michigan
$1.18M -$13.2K -40 -1%
PA
770
Parallel Advisors
California
$1.18M +$139K +421 +15%
PCS
771
Personal CFO Solutions
New Jersey
$1.17M +$11.9K +36 +1%
GFS
772
GYL Financial Synergies
Connecticut
$1.17M +$103K +313 +11%
WIC
773
Wilkins Investment Counsel
Massachusetts
$1.17M +$1.06M +3,234 New
FNBT
774
FineMark National Bank & Trust
Florida
$1.17M -$37.9K -115 -3%
BJL
775
Brighton Jones LLC
Washington
$1.16M +$75.4K +229 +8%