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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
976
Walker Asset Management
Missouri
$306K +$127 +10 +0%
SMC
977
Smith, Moore & Co
Missouri
$306K +$4.09K +323 +2%
BTWM
978
Baker Tilly Wealth Management
Wisconsin
$306K +$5.14K +406 +2%
CCG
979
Coastwise Capital Group
California
$306K +$49.5K +3,915 +24%
FLPIM
980
F.L. Putnam Investment Management
Massachusetts
$304K +$20.8K +1,643 +9%
PAA
981
Peregrine Asset Advisers
Oregon
$304K
TCBWMS
982
Texas Capital Bank Wealth Management Services
Texas
$303K +$481 +38 +0.2%
CAM
983
Cacti Asset Management
Georgia
$303K
CLOS
984
Compagnie Lombard Odier SCmA
Switzerland
$303K
LWP
985
LMG Wealth Partners
Louisiana
$302K
SI
986
Saxon Interests
Texas
$302K +$56.4K +4,462 +29%
EA
987
Eudaimonia Advisors
Tennessee
$302K +$11.4K +898 +5%
GI
988
Gradient Investments
Minnesota
$302K -$16K -1,261 -6%
RH
989
RFG Holdings
Texas
$301K
SOS
990
Silver Oak Securities
Tennessee
$299K -$5.06K -400 -2%
SF
991
Slagle Financial
Illinois
$297K +$248K +19,623 New
PIA
992
Perennial Investment Advisors
California
$295K -$213K -16,874 -46%
GEA
993
Glen Eagle Advisors
New Jersey
$294K +$88.5K +6,993 +56%
WIM
994
Westside Investment Management
California
$294K -$133K -10,500 -35%
RW
995
Rede Wealth
Virginia
$294K -$13.3K -1,053 -5%
MCP
996
Mirador Capital Partners
California
$293K -$14.9K -1,176 -6%
Legacy Financial Group (Iowa)
997
Legacy Financial Group (Iowa)
Iowa
$291K -$9.02K -713 -4%
GFG
998
Goldstone Financial Group
Illinois
$291K +$243K +19,203 New
GFPC
999
Global Financial Private Client
Florida
$290K
AIS
1000
AM Investment Strategies
Tennessee
$290K +$746 +59 +0.3%