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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
776
Geneos Wealth Management
Colorado
$232K +$6.21K +86 +3%
GS
777
GTS Securities
Florida
$229K +$218K +3,018 New
RDWM
778
Red Door Wealth Management
Tennessee
$229K +$218K +3,015 New
WI
779
WrapManager Inc
California
$229K -$66.9K -926 -24%
FFB
780
First Financial Bankshares
Texas
$227K -$2.89K -40 -1%
LCS
781
Levin Capital Strategies
New York
$227K +$217K +3,000 New
SFO
782
Stokes Family Office
Louisiana
$225K +$214K +2,970 New
KMWM
783
Keudell/Morrison Wealth Management
Oregon
$223K -$116K -1,612 -35%
MAA
784
Mraz Amerine & Associates
California
$223K +$213K +2,944 New
APW
785
Austin Private Wealth
Texas
$223K +$212K +2,942 New
P
786
Pitcairn
Pennsylvania
$223K +$212K +2,941 New
EWM
787
Evercore Wealth Management
New York
$222K +$211K +2,926 New
SIA
788
Schechter Investment Advisors
Michigan
$221K -$33.7K -467 -14%
William Blair Investment Management
789
William Blair Investment Management
Illinois
$221K -$20.9K -290 -9%
LOIM
790
Liberty One Investment Management
Illinois
$220K +$3.97K +55 +2%
CI
791
Conning Inc
Connecticut
$219K +$209K +2,888 New
FC
792
Forte Capital
New York
$219K +$208K +2,886 New
ACM
793
Advisors Capital Management
New Jersey
$217K +$207K +2,863 New
LG
794
LaFleur & Godfrey
Michigan
$217K +$206K +2,860 New
SP
795
Successful Portfolios
Florida
$217K +$206K +2,858 New
GIA
796
Gateway Investment Advisers
Ohio
$215K -$23.1K -320 -10%
GJWM
797
Gilliland Jeter Wealth Management
Arkansas
$214K +$86.6K +1,199 +74%
TLP
798
Trinity Legacy Partners
Texas
$213K +$203K +2,808 New
BOH
799
Bank of Hawaii
Hawaii
$211K +$201K +2,783 New
FA
800
Faithward Advisors
Pennsylvania
$210K +$200K +2,770 New