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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1176
Keebeck Wealth Management
Illinois
$291K – – –
TPI
1177
Trust Point Inc
Wisconsin
$290K +$12.7K +95 +6%
RGC
1178
Roberts, Glore & Co
Illinois
$290K -$6.26K -47 -3%
DWP
1179
Daymark Wealth Partners
Ohio
$289K +$8.13K +61 +4%
ANBT
1180
American National Bank & Trust
Texas
$289K -$27.4K -206 -10%
MP
1181
McDonald Partners
Ohio
$285K – – –
PA
1182
PFG Advisors
Arizona
$285K -$28.6K -215 -11%
AC
1183
Apella Capital
Connecticut
$284K +$193K +1,447 New
BIG
1184
Brookwood Investment Group
Arizona
$284K -$8.79K -66 -4%
MCA
1185
McGuire Capital Advisors
Oklahoma
$284K -$7.59K -57 -3%
DI
1186
Disciplined Investors
Texas
$284K +$230K +1,730 New
ST
1187
Spinnaker Trust
Maine
$284K – – –
CFO
1188
Collective Family Office
Pennsylvania
$283K -$223K -1,671 -49%
PMAM
1189
Picton Mahoney Asset Management
Ontario, Canada
$282K +$229K +1,718 New
BW
1190
BXM Wealth
Colorado
$281K -$6.24M -46,810 -96%
OIA
1191
Oakmont Investment Advisors
Pennsylvania
$281K -$2.44M -18,308 -91%
VC
1192
Veracity Capital
Georgia
$280K -$159K -1,194 -41%
AA
1193
Apriem Advisors
California
$280K -$13.7K -103 -6%
ICP
1194
Interchange Capital Partners
Pennsylvania
$279K -$13.5K -101 -3%
WI
1195
Westbourne Investments
Virginia
$279K -$4.13M -30,991 -95%
Vanguard Capital Wealth Advisors
1196
Vanguard Capital Wealth Advisors
Colorado
$279K -$2.67K -20 -1%
MG
1197
Mather Group
Illinois
$277K +$225K +1,690 New
AOWM
1198
Asset One Wealth Management
Washington
$277K +$174K +1,303 New
Kayne Anderson Rudnick Investment Management
1199
Kayne Anderson Rudnick Investment Management
California
$276K +$223K +1,677 +27,950%
RFA
1200
Rollins Financial Advisors
New York
$276K +$224K +1,681 New