Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1201
Smith Anglin Financial
Texas
$217K -$3.33K -52 -1%
AOWM
1202
Alpha Omega Wealth Management
Virginia
$217K – – –
BWM
1203
BigSur Wealth Management
Florida
$217K – – –
MFS
1204
Madrona Financial Services
Washington
$217K – – –
MW
1205
MBL Wealth
North Carolina
$217K +$269K +4,200 New
PFM
1206
Parsec Financial Management
North Carolina
$215K – – –
YIA
1207
YHB Investment Advisors
Connecticut
$214K -$2.69K -42 -1%
NFC
1208
Northeast Financial Consultants
Connecticut
$214K – – –
PTC
1209
Petrus Trust Company
Texas
$214K +$266K +4,149 New
MBT
1210
Montecito Bank & Trust
California
$213K -$9.73K -152 -4%
HI
1211
Harbour Investments
Wisconsin
$213K +$264K +4,123 New
QPBE
1212
Quintet Private Bank (Europe)
Luxembourg
$212K +$253K +3,945 New
AWM
1213
Accurate Wealth Management
Florida
$212K +$13.8K +216 +6%
Bank Julius Baer & Co
1214
Bank Julius Baer & Co
Switzerland
$212K +$130K +2,033 +98%
SWA
1215
Sutton Wealth Advisors
Florida
$212K +$59.3K +926 +29%
WFA
1216
WMG Financial Advisors
Tennessee
$211K +$33.2K +519 +15%
GCM
1217
Gables Capital Management
Florida
$210K – – –
KIG
1218
Kowal Investment Group
Wisconsin
$210K +$260K +4,064 New
YWP
1219
YorkBridge Wealth Partners
New York
$209K – – –
SWM
1220
Silverlake Wealth Management
Vermont
$208K +$33.5K +523 +15%
RCM
1221
Requisite Capital Management
Texas
$208K – – –
SW
1222
SlateStone Wealth
Florida
$208K +$259K +4,037 New
CW
1223
CreativeOne Wealth
Kansas
$206K -$30.4K -475 -11%
FM
1224
Family Management
New York
$205K -$11.3K -177 -4%
SAM
1225
Secure Asset Management
Michigan
$205K +$5.83K +91 +2%