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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1576
Three Seasons Wealth
Utah
$560K +$4.96K +14 +0.8%
CAM
1577
Columbia Asset Management
Michigan
$559K
XWM
1578
Xcel Wealth Management
Florida
$559K +$338K +953 +119%
IA
1579
Insight Advisors
Pennsylvania
$558K +$4.25K +12 +0.7%
Capstone Investment Advisors
1580
Capstone Investment Advisors
New York
$556K +$619K +1,746 New
CFO
1581
CVA Family Office
Colorado
$554K -$3.19K -9 -0.5%
CGL
1582
Clarius Group LLC
Washington
$554K -$354 -1 -0.1%
PAS
1583
PKS Advisory Services
New York
$553K +$2.48K +7 +0.4%
WPP
1584
Whalerock Point Partners
Rhode Island
$553K
IAS
1585
Integrity Advisory Solutions
Texas
$552K -$16.3K -46 -3%
OCBCO
1586
Oversea-Chinese Banking Corp (OCBC)
Singapore
$552K +$614K +1,732 New
JRPCML
1587
J. R. Prunier Capital Management LLC
Massachusetts
$546K +$607K +1,714 New
PTP
1588
Platform Technology Partners
New York
$545K -$14.5K -41 -2%
AG
1589
AlTi Global
New York
$545K +$12.8K +36 +2%
TAM
1590
Titleist Asset Management
Texas
$544K +$31.9K +90 +6%
FPW
1591
Fairvoy Private Wealth
Alabama
$543K -$5.67K -16 -0.9%
AL
1592
ARWA LLC
Texas
$542K +$602K +1,700 New
NSAM
1593
North Star Asset Management
Wisconsin
$540K
IP
1594
Isthmus Partners
Wisconsin
$540K +$601K +1,695 New
FDW
1595
Fourth Dimension Wealth
Ohio
$539K +$3.9K +11 +0.7%
JSA
1596
Jacobson & Schmitt Advisors
Wisconsin
$538K -$43.2K -122 -7%
MCM
1597
Marathon Capital Management
Maryland
$538K -$1.77K -5 -0.3%
WIC
1598
Woodmont Investment Counsel
Tennessee
$537K -$136K -383 -19%
TCBWMS
1599
Texas Capital Bank Wealth Management Services
Texas
$536K +$105K +297 +21%
ANB
1600
Amarillo National Bank
Texas
$535K +$219K +619 +58%