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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1051
Silvercrest Asset Management
New York
$526K -$44.5K -116 -9%
EM
1052
Excalibur Management
Massachusetts
$525K -$67.1K -175 -12%
GIA
1053
Gladstone Institutional Advisory
Florida
$524K +$8.82K +23 +2%
BIM
1054
Baldwin Investment Management
Pennsylvania
$524K
SWA
1055
SFMG Wealth Advisors
Texas
$523K -$383 -1 -0.1%
SLA
1056
Silver Lake Advisory
Utah
$522K +$1.92K +5 +0.4%
LOAMU
1057
Lombard Odier Asset Management (USA)
New York
$522K +$474K +1,236 New
BFG
1058
Beacon Financial Group
Texas
$521K -$5.37K -14 -1%
FCFC
1059
First Commonwealth Financial Corp
Pennsylvania
$521K +$16.1K +42 +4%
WDC
1060
Woodward Diversified Capital
California
$520K +$1.15K +3 +0.2%
SOW
1061
State of Wyoming
Wyoming
$519K +$471K +1,228 New
KFA
1062
Kapstone Financial Advisors
Ohio
$516K
TWM
1063
Thrive Wealth Management
Pennsylvania
$513K -$98.5K -257 -17%
SWM
1064
Sendero Wealth Management
Texas
$511K +$125K +327 +37%
LWL
1065
Leo Wealth LLC
Texas
$509K -$31.8K -83 -6%
AC
1066
Apella Capital
Connecticut
$509K -$17.3K -45 -4%
VI
1067
Versor Investments
New York
$507K +$460K +1,201 New
CBT
1068
Crews Bank & Trust
Florida
$507K
EGA
1069
E&G Advisors
Texas
$507K
FIB
1070
First Interstate Bank
Montana
$507K
BIG
1071
Brooklyn Investment Group
New York
$505K -$767 -2 -0.1%
DWA
1072
Douglass Winthrop Advisors
New York
$503K +$16.1K +42 +4%
SF
1073
Summit Financial
New Jersey
$501K +$108K +283 +31%
CPA
1074
Cardiff Park Advisors
California
$501K +$28K +73 +7%
CW
1075
CreativeOne Wealth
Kansas
$500K -$14.2K -37 -3%