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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Transcend Capital Advisors
New Jersey
$502K +$383K +12,063 New
QWM
652
Quadcap Wealth Management
Texas
$502K +$2K +63 +0.5%
DG
653
DMC Group
Alabama
$500K +$94.6K +2,982 +33%
NRS
654
Neville Rodie & Shaw
New York
$499K +$15.9K +500 +4%
MAA
655
Mraz Amerine & Associates
California
$499K -$2.7K -85 -0.7%
TWM
656
TriaGen Wealth Management
California
$496K +$378K +11,908 New
MEAC
657
M.E. Allison & Co
Texas
$495K +$15.9K +500 +4%
ML
658
McAdam LLC
Pennsylvania
$494K +$20.8K +656 +6%
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$492K -$7.8K -246 -2%
UAM
660
Unifi Asset Management
New York
$491K +$374K +11,800 New
MFIM
661
Mesirow Financial Investment Management
Illinois
$488K -$263K -8,284 -41%
TG
662
TCW Group
California
$483K +$17.8K +560 +5%
CL
663
Choreo LLC
Illinois
$481K +$366K +11,555 New
DFCM
664
Dark Forest Capital Management
Puerto Rico
$481K +$366K +11,544 New
LA
665
LexAurum Advisors
Kansas
$479K +$365K +11,509 New
ANTB
666
AMG National Trust Bank
Colorado
$479K -$19.2K -607 -5%
AC
667
AlphaCore Capital
California
$478K +$364K +11,481 New
AWE
668
Avidian Wealth Enterprises
Texas
$476K +$9.61K +303 +3%
SCA
669
Snowden Capital Advisors
New York
$472K +$24.4K +768 +7%
MG
670
Mather Group
Illinois
$468K +$356K +11,240 New
WE
671
Wealth Effects
Massachusetts
$467K +$3.81K +120 +1%
LFG
672
Larson Financial Group
Missouri
$467K +$75.9K +2,394 +27%
MWM
673
Manske Wealth Management
Texas
$466K +$40.7K +1,284 +13%
EWA
674
EP Wealth Advisors
California
$466K +$355K +11,195 New
SC
675
Searle & Co
Connecticut
$464K