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Name Holding Trade Value Shares
Change
Change in
Stake
TCB
601
Texas Capital Bancshares
Texas
$259K
Luther King Capital Management (LKCM)
602
Luther King Capital Management (LKCM)
Texas
$258K -$83.6K -606 -24%
GWM
603
Geneos Wealth Management
Colorado
$258K -$11.6K -84 -4%
IWM
604
IHT Wealth Management
Illinois
$258K +$258K +1,871 New
DAS
605
Dynamic Advisor Solutions
Arizona
$257K -$6.62K -48 -3%
BRWA
606
B. Riley Wealth Advisors
Florida
$257K +$40.8K +296 +19%
PTC
607
Private Trust Company
Ohio
$254K -$12.1K -88 -5%
CMI
608
Clare Market Investments
Texas
$254K +$254K +1,843 New
ERIM
609
Eagle Ridge Investment Management
Connecticut
$253K -$45K -326 -15%
TCWM
610
Total Clarity Wealth Management
Illinois
$250K -$4.14K -30 -2%
GBT
611
Grove Bank & Trust
Florida
$250K
HBT
612
Hills Bank & Trust
Iowa
$249K -$7.58K -55 -3%
RCAG
613
Rehmann Capital Advisory Group
Michigan
$248K -$13.7K -99 -5%
BHWM
614
Bar Harbor Wealth Management
New Hampshire
$248K
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$7.58K +55 +3%
CAM
616
Cozad Asset Management
Illinois
$245K -$17.6K -128 -7%
PSP
617
Principal Street Partners
Tennessee
$245K +$242K +1,754 New
NQWM
618
Northwest Quadrant Wealth Management
Oregon
$241K -$30.5K -221 -11%
PCMC
619
Paragon Capital Management (Colorado)
Colorado
$241K
AWM
620
Aries Wealth Management
Maine
$239K +$240K +1,739 New
ET
621
Equitable Trust
Tennessee
$238K
Financial Engines Advisors
622
Financial Engines Advisors
California
$238K +$239K +1,730 New
KPWS
623
Kestra Private Wealth Services
Texas
$236K +$236K +1,713 New
WB
624
Webster Bank
Connecticut
$235K
KWM
625
Kingsview Wealth Management
Oregon
$231K -$1.79K -13 -0.8%