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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
851
Everhart Financial Group
Ohio
$942K +$147K +542 +19%
HNW
852
High Note Wealth
Minnesota
$940K +$82K +302 +10%
Axa
853
Axa
France
$939K -$144M -528,804 -99%
AWM
854
AE Wealth Management
Kansas
$935K +$94.8K +349 +11%
PCIA
855
Prime Capital Investment Advisors
Kansas
$933K +$19K +70 +2%
CSP
856
Cary Street Partners
Virginia
$926K -$54.6K -201 -6%
IC
857
Inscription Capital
Texas
$921K +$587K +2,160 +180%
TCBWMS
858
Texas Capital Bank Wealth Management Services
Texas
$920K +$78K +287 +9%
CFA
859
Cahill Financial Advisors
Minnesota
$919K +$543 +2 +0.1%
BIM
860
Bridges Investment Management
Nebraska
$915K +$11.7K +43 +1%
ECM
861
Evergreen Capital Management
Washington
$912K +$57.6K +212 +7%
BWP
862
Burling Wealth Partners
Illinois
$911K -$167K -615 -16%
CWM
863
Cranbrook Wealth Management
Michigan
$911K
CB
864
CNB Bank
Pennsylvania
$909K +$63.8K +235 +8%
ESB
865
Essex Savings Bank
Connecticut
$905K -$1.9K -7 -0.2%
SCA
866
Snowden Capital Advisors
New York
$901K -$34.5K -127 -4%
SF
867
Summit Financial
New Jersey
$891K +$49.7K +183 +6%
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$890K +$6.79K +25 +0.8%
SPC
869
Sigma Planning Corp
Michigan
$889K -$114K -420 -11%
SCM
870
Sterling Capital Management
North Carolina
$888K -$108K -399 -11%
A
871
Allianz
Germany
$886K +$421K +1,550 +92%
WIC
872
Woodmont Investment Counsel
Tennessee
$882K -$26.1K -96 -3%
TSS
873
Two Sigma Securities
New York
$881K +$200K +737 +30%
AI
874
Accredited Investors
Minnesota
$880K -$241K -886 -22%
PPA
875
Painted Porch Advisors
California
$876K