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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1001
Keel Point
Alabama
$516K -$14.9K -60 -3%
DCM
1002
Davis Capital Management
Florida
$516K -$7.96K -32 -1%
LJHT
1003
Laurie J. Hall Trustee
$515K – – –
PCG
1004
Prosperity Consulting Group
Maryland
$515K +$17.4K +70 +3%
TCBWMS
1005
Texas Capital Bank Wealth Management Services
Texas
$514K +$1.24K +5 +0.2%
GSIS
1006
Global Strategic Investment Solutions
Arizona
$514K – – –
EA
1007
Everpar Advisors
Oklahoma
$512K +$4.97K +20 +0.9%
RWM
1008
Rench Wealth Management
Texas
$511K -$98.2K -395 -15%
BWM
1009
Blossom Wealth Management
California
$511K +$21.1K +85 +4%
QCG
1010
Quadrant Capital Group
Ohio
$511K +$746 +3 +0.1%
MWM
1011
Modera Wealth Management
New Jersey
$507K +$7.46K +30 +1%
CCA
1012
Checchi Capital Advisers
California
$506K -$6.46K -26 -1%
KHCM
1013
Kirtland Hills Capital Management
Ohio
$505K +$10.2K +41 +2%
FWM
1014
FFT Wealth Management
Pennsylvania
$504K +$59.4K +239 +12%
ACP
1015
Aviance Capital Partners
Florida
$501K – – –
AWM
1016
Avitas Wealth Management
California
$501K -$15.2K -61 -3%
BPC
1017
Bryce Point Capital
New York
$501K +$531K +2,137 New
UIA
1018
Ulland Investment Advisors
Minnesota
$500K – – –
QL
1019
Quarry LP
New York
$498K +$516K +2,077 +4,154%
BFA
1020
Beaumont Financial Advisors
Massachusetts
$497K +$994 +4 +0.2%
FH
1021
FWG Holdings
Florida
$493K +$14.9K +60 +3%
YP
1022
YANKCOM Partnership
South Dakota
$492K +$522K +2,099 New
AG
1023
AlTi Global
New York
$492K +$303K +1,220 +140%
MLL
1024
Moody Lynn & Lieberson
Massachusetts
$491K -$497 -2 -0.1%
MCWS
1025
McKinley Carter Wealth Services
West Virginia
$490K +$249 +1 +0%