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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1126
SFMG Wealth Advisors
Texas
$327K +$330K +938 New
Avantax Planning Partners
1127
Avantax Planning Partners
Iowa
$326K +$4.22K +12 +1%
ET
1128
Equitable Trust
Tennessee
$322K +$1.76K +5 +0.5%
MFC
1129
Morris Financial Concepts
South Carolina
$322K +$5.97K +17 +2%
Cary Street Partners
1130
Cary Street Partners
Virginia
$322K +$325K +924 New
CA
1131
Cortland Associates
Missouri
$322K +$1.41K +4 +0.4%
Freestone Capital Holdings
1132
Freestone Capital Holdings
Washington
$322K -$8.08K -23 -2%
LPT
1133
Legacy Private Trust
Wisconsin
$321K -$3.51K -10 -1%
Pallas Capital Advisors
1134
Pallas Capital Advisors
Massachusetts
$320K +$14.1K +40 +5%
SFG
1135
Sovereign Financial Group
Connecticut
$318K -$703 -2 -0.2%
TW
1136
TritonPoint Wealth
Maryland
$317K +$7.38K +21 +2%
HCM
1137
Howland Capital Management
Massachusetts
$317K – – –
Centiva Capital
1138
Centiva Capital
New York
$317K +$96.3K +274 +43%
Robertson Stephens Wealth Management
1139
Robertson Stephens Wealth Management
California
$316K +$318K +906 New
OAM
1140
Oak Asset Management
California
$314K – – –
Chilton Capital Management
1141
Chilton Capital Management
Texas
$314K -$272K -773 -46%
OIA
1142
Optimum Investment Advisors
Illinois
$314K – – –
FFA
1143
Fortune Financial Advisors
Kansas
$313K – – –
KCM
1144
Kathmere Capital Management
Pennsylvania
$312K +$55.2K +157 +21%
LMKC
1145
L.M. Kohn & Company
Ohio
$309K +$4.57K +13 +1%
World Investment Advisors
1146
World Investment Advisors
California
$309K +$311K +885 New
Howard Capital Management
1147
Howard Capital Management
Georgia
$309K +$15.8K +45 +5%
FFA
1148
Florida Financial Advisors
Florida
$307K -$184K -523 -37%
BWP
1149
Balboa Wealth Partners
Arizona
$307K -$56.2K -160 -15%
FBFS
1150
First Business Financial Services
Wisconsin
$301K -$14.1K -40 -4%