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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1326
Doheny Asset Management
California
$1.96M -$217K -1,843 -10%
TSWM
1327
Triangle Securities Wealth Management
North Carolina
$1.96M -$60.4K -513 -3%
UBG
1328
United Bank (Georgia)
Georgia
$1.96M +$66K +560 +4%
CFFP
1329
Center for Financial Planning
Michigan
$1.96M +$1.91M +16,233 New
SFA
1330
Sequoia Financial Advisors
Ohio
$1.95M +$17.1K +145 +0.9%
Lido Advisors
1331
Lido Advisors
California
$1.95M +$123K +1,041 +7%
EH
1332
Equitable Holdings
New York
$1.94M +$1.9M +16,129 New
AIM
1333
Acropolis Investment Management
Missouri
$1.94M +$35.5K +301 +2%
PMG
1334
ProVise Management Group
Florida
$1.93M -$11.4K -97 -0.6%
NSAM
1335
North Star Asset Management
Wisconsin
$1.93M -$4.71K -40 -0.2%
BCM
1336
Bayesian Capital Management
New York
$1.93M -$1.57M -13,304 -45%
IR
1337
IAT Reinsurance
New York
$1.93M
CGL
1338
Clarius Group LLC
Washington
$1.93M +$30K +255 +2%
BPWA
1339
Beacon Pointe Wealth Advisors
California
$1.92M -$53.6K -455 -3%
TWP
1340
Total Wealth Planning
Ohio
$1.92M +$7.3K +62 +0.4%
HPC
1341
Hobart Private Capital
North Carolina
$1.92M +$124K +1,052 +7%
CWP
1342
CFM Wealth Partners
Texas
$1.91M +$1.93M +16,371 New
SSA
1343
South Street Advisors
New York
$1.91M +$808K +6,860 +76%
WA
1344
Wealth Alliance
New York
$1.91M +$1.86M +15,823 New
PWAP
1345
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.9M -$157K -1,336 -7%
MFG
1346
Magnus Financial Group
New York
$1.9M -$1.89K -16 -0.1%
SBWM
1347
Sunflower Bank Wealth Management
Arizona
$1.9M -$7.3K -62 -0.4%
CB
1348
Cadence Bank
Mississippi
$1.9M +$1.04M +8,843 +129%
MC
1349
MRJ Capital
New York
$1.89M -$62.4K -530 -3%
TCBWMS
1350
Texas Capital Bank Wealth Management Services
Texas
$1.89M +$1.85M +15,671 New