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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
926
First Command Advisory Services
Texas
$252K +$95.5K +895 +66%
GIP
927
Greatmark Investment Partners
Georgia
$251K – – –
JFGLC
928
Johnson Financial Group LLC (Colorado)
Colorado
$251K +$240K +2,247 New
TLP
929
Trinity Legacy Partners
Texas
$250K – – –
MA
930
Mutual Advisors
Nebraska
$249K -$46.6K -437 -16%
CFP
931
Cascade Financial Partners
California
$249K +$2.99K +28 +1%
LWA
932
Legacy Wealth Advisors
Florida
$248K -$41.7K -391 -15%
HH
933
Hilltop Holdings
Texas
$248K -$10.1K -95 -4%
FNBSF
934
First National Bank Sioux Falls
South Dakota
$246K – – –
WJWM
935
Williams Jones Wealth Management
New York
$245K +$234K +2,195 New
CAL
936
Capital Analysts LLC
Pennsylvania
$245K -$6.29K -59 -3%
PHAM
937
Palisades Hudson Asset Management
Florida
$243K +$232K +2,172 New
SGI
938
Summit Global Investments
Utah
$243K +$232K +2,177 New
CAM
939
Claret Asset Management
Quebec, Canada
$242K -$114K -1,067 -33%
TCOTS
940
Trust Company of the South
North Carolina
$241K +$230K +2,160 New
YP
941
YANKCOM Partnership
South Dakota
$239K – – –
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K – – –
MCM
943
Monument Capital Management
Virginia
$238K +$227K +2,132 New
Capstone Investment Advisors
944
Capstone Investment Advisors
New York
$235K -$300K -2,816 -57%
SGCA
945
Steel Grove Capital Advisors
Tennessee
$235K +$224K +2,104 New
PCA
946
Pallas Capital Advisors
Massachusetts
$234K +$224K +2,096 New
LWM
947
Liberty Wealth Management
California
$234K – – –
MPWT
948
MassMutual Private Wealth & Trust
Connecticut
$233K +$1.81K +17 +0.8%
RA
949
Riversedge Advisors
Delaware
$233K +$222K +2,085 New
MG
950
Marex Group
$230K -$126K -1,185 -37%