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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Segment Wealth Management
Texas
$4.58M -$42.5K -296 -1%
BFA
1002
Benedict Financial Advisors
Georgia
$4.57M -$71.7K -500 -2%
AFA
1003
Arlington Financial Advisors
California
$4.56M -$541K -3,773 -12%
RDWM
1004
Red Door Wealth Management
Tennessee
$4.56M +$674K +4,698 +20%
OCM
1005
Orleans Capital Management
Louisiana
$4.55M +$6.6K +46 +0.2%
IEFM
1006
IQ EQ Fund Management
Ireland
$4.55M -$28.7K -200 -0.7%
PCTC
1007
Perkins Coie Trust Company
Washington
$4.54M +$81.6K +569 +2%
SAM
1008
Strategy Asset Managers
California
$4.54M +$468K +3,262 +13%
MWM
1009
Mattern Wealth Management
Kansas
$4.53M -$358K -2,496 -8%
PAM
1010
Pegasus Asset Management
New York
$4.52M -$20.2K -141 -0.5%
SCM
1011
Salem Capital Management
Massachusetts
$4.52M -$19.1K -133 -0.5%
GLA
1012
Good Life Advisors
Pennsylvania
$4.51M +$2.19M +15,281 +123%
MCM
1013
Mitchell Capital Management
Kansas
$4.49M +$128K +892 +3%
BCB
1014
Brian C. Broderick
$4.49M +$12K +84 +0.3%
AT
1015
Arden Trust
Delaware
$4.47M -$260K -1,816 -6%
HBT
1016
Hills Bank & Trust
Iowa
$4.47M -$68.4K -477 -2%
FBT
1017
First Bankers Trust
Kentucky
$4.46M +$4.3K +30 +0.1%
TSS
1018
Two Sigma Securities
New York
$4.46M +$3.29M +22,964 +523%
MSAM
1019
Moloney Securities Asset Management
Missouri
$4.45M -$169K -1,177 -4%
PFM
1020
Patton Fund Management
Texas
$4.41M +$3.89M +27,096 New
PBO
1021
Peoples Bank (Ohio)
Ohio
$4.4M -$282K -1,965 -7%
AWM
1022
Apollon Wealth Management
South Carolina
$4.39M +$3.55M +24,759 +1,111%
AB
1023
Atlas Brown
Kentucky
$4.38M -$107K -747 -3%
JC
1024
Jacobs & Co
California
$4.38M -$156K -1,085 -4%
BO
1025
Bank OZK
Arkansas
$4.37M -$80.9K -564 -2%