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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1026
Brown Brothers Harriman & Co
New York
$124K +$4.12K +21 +4%
FCB
1027
First Command Bank
Texas
$123K +$4.51K +23 +4%
FCFS
1028
First Command Financial Services
Texas
$123K +$4.51K +23 +4%
SNT
1029
Security National Trust
West Virginia
$122K – – –
FCMT
1030
Founders Capital Management (Texas)
Texas
$119K +$112K +570 New
RCM
1031
Riverpark Capital Management
New York
$117K -$15.5K -79 -12%
Jones Financial Companies
1032
Jones Financial Companies
Missouri
$117K +$110K +562 New
EWM
1033
Endurance Wealth Management
Rhode Island
$116K – – –
NFG
1034
Next Financial Group
Texas
$115K -$2.94K -15 -3%
ECM
1035
Estabrook Capital Management
New York
$114K – – –
TFO
1036
Tarbox Family Office
California
$114K – – –
PWMG
1037
Prestige Wealth Management Group
New Jersey
$114K +$3.14K +16 +3%
EP
1038
Eudaimonia Partners
Tennessee
$114K +$22.6K +115 +26%
JCM
1039
Jacobi Capital Management
Pennsylvania
$113K -$588 -3 -0.5%
AF
1040
Allworth Financial
California
$113K – – –
FHA
1041
First Horizon Advisors
Tennessee
$113K +$12.2K +62 +13%
FWM
1042
FSA Wealth Management
Massachusetts
$111K +$104K +532 New
RPWA
1043
Regent Peak Wealth Advisors
Georgia
$110K +$103K +526 New
MAWCM
1044
Mine & Arao Wealth Creation & Management
California
$107K – – –
SFS
1045
Sowell Financial Services
Arkansas
$101K -$1.01M -5,140 -91%
TWA
1046
TCI Wealth Advisors
Arizona
$101K -$96.5K -492 -50%
AssetMark Inc
1047
AssetMark Inc
California
$100K -$50K -255 -35%
CCA
1048
Childress Capital Advisors
Texas
$100K +$94.5K +482 New
CAM
1049
CenterStar Asset Management
Illinois
$98K – – –
LC
1050
Lindbrook Capital
California
$96K +$2.16K +11 +2%