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Name Holding Trade Value Shares
Change
Change in
Stake
KW
1126
KWB Wealth
California
$249K – – –
SWM
1127
Silverlake Wealth Management
Vermont
$249K -$4.24K -79 -2%
MCM
1128
Manchester Capital Management
Vermont
$248K +$1.66K +31 +0.6%
Luther King Capital Management (LKCM)
1129
Luther King Capital Management (LKCM)
Texas
$248K -$113K -2,114 -31%
LC
1130
Lindbrook Capital
California
$247K +$10.9K +203 +4%
Bahl & Gaynor
1131
Bahl & Gaynor
Ohio
$247K -$31.5K -586 -11%
Winton Group
1132
Winton Group
United Kingdom
$247K -$138K -2,571 -35%
IP
1133
Ignite Planners
California
$246K -$25.3K -471 -9%
BSA
1134
Bull Street Advisors
Georgia
$245K – – –
EA
1135
Ergawealth Advisors
Illinois
$244K – – –
KWMG
1136
King Wealth Management Group
Florida
$244K – – –
Stonehage Fleming Financial Services
1137
Stonehage Fleming Financial Services
Jersey
$241K +$251K +4,679 New
Pallas Capital Advisors
1138
Pallas Capital Advisors
Massachusetts
$241K +$267K +4,979 New
CHA
1139
Carmichael Hill & Associates
Maryland
$241K -$9.13K -170 -4%
RWA
1140
Ropes Wealth Advisors
Massachusetts
$240K -$214K -3,980 -46%
CAM
1141
Campion Asset Management
Virginia
$240K – – –
EB
1142
Exchange Bank
California
$239K – – –
CCM
1143
Chiron Capital Management
Florida
$237K +$10.7K +200 +5%
AC
1144
Avestar Capital
New York
$236K -$7.73K -144 -3%
TTWM
1145
TCV Trust & Wealth Management
Virginia
$235K +$245K +4,566 New
TSWM
1146
Triangle Securities Wealth Management
North Carolina
$235K -$5.37K -100 -2%
BFA
1147
Bill Few Associates
Pennsylvania
$234K +$20.1K +375 +9%
AF
1148
Aldebaran Financial
$233K – – –
Bank Julius Baer & Co
1149
Bank Julius Baer & Co
Switzerland
$233K +$6.23K +116 +3%
RB
1150
Rodgers Brothers
Pennsylvania
$233K +$6.71K +125 +3%