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Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1151
Partners Capital Investment Group
Massachusetts
$648K
CBT
1152
Crews Bank & Trust
Florida
$646K
EGA
1153
E&G Advisors
Texas
$646K
FIB
1154
First Interstate Bank
Montana
$646K
OWP
1155
Obermeyer Wealth Partners
Colorado
$646K +$278K +491 +69%
TSW
1156
Three Seasons Wealth
Utah
$643K +$391K +691 +137%
LWL
1157
Leo Wealth LLC
Texas
$643K -$30.6K -54 -4%
OA
1158
Oasis Advisors
Iowa
$642K +$679K +1,200 New
AC
1159
Avestar Capital
New York
$640K +$39.6K +70 +6%
SM
1160
Sweeney & Michel
California
$637K
GWM
1161
Graybill Wealth Management
Illinois
$636K
SAM
1162
Secure Asset Management
Michigan
$635K +$668K +1,181 New
BCMLT
1163
Beacon Capital Management LLC (Tennessee)
Tennessee
$631K -$71.3K -126 -10%
EWM
1164
Evercore Wealth Management
New York
$628K
AAM
1165
Alphadyne Asset Management
New York
$626K +$658K +1,163 New
SFG
1166
Seamount Financial Group
Colorado
$624K
ACG
1167
Allen Capital Group
Nebraska
$624K +$6.79K +12 +1%
KA
1168
Klingman & Associates
New York
$621K +$14.1K +25 +2%
BCM
1169
Brookstone Capital Management
Illinois
$620K -$439K -775 -40%
TA
1170
TKG Advisors
Indiana
$619K +$216K +381 +49%
BWM
1171
BlackDiamond Wealth Management
New York
$617K +$6.22K +11 +1%
OCA
1172
OpenArc Corporate Advisory
Georgia
$613K +$115K +203 +22%
PFA
1173
Pure Financial Advisors
California
$612K +$81.5K +144 +14%
GCM
1174
Gibraltar Capital Management
Oklahoma
$612K -$10.4M -18,328 -94%
EM
1175
Excalibur Management
Massachusetts
$611K -$28.9K -51 -4%