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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1226
Segment Wealth Management
Texas
$111K
XF
1227
XML Financial
Maryland
$110K -$99K -9,725 -49%
TA
1228
TruWealth Advisors
Louisiana
$110K -$10 -1 -0%
CAG
1229
Crestwood Advisors Group
Massachusetts
$110K -$41.7K -4,092 -29%
CW
1230
Channel Wealth
California
$110K +$103K +10,141 New
EW
1231
Evoke Wealth
California
$110K +$570 +56 +0.6%
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$110K +$14.2K +1,394 +16%
LGWM
1233
Litman Gregory Wealth Management
California
$110K -$28K -2,750 -21%
AIA
1234
AssuredPartners Investment Advisors
Florida
$109K -$362K -35,574 -78%
SIC
1235
Sage Investment Counsel
Tennessee
$109K -$98.8K -9,700 -49%
HC
1236
Hourglass Capital
Texas
$109K -$1.53K -150 -1%
LNWTC
1237
Laird Norton Wetherby Trust Company
Washington
$109K
LCG
1238
Lakeshore Capital Group
Illinois
$109K +$102K +10,000 New
CAM
1239
Cacti Asset Management
Georgia
$108K -$102K -10,000 -50%
HPC
1240
HM Payson & Co
Maine
$103K -$5.28K -518 -5%
MYIA
1241
Mount Yale Investment Advisors
Colorado
$101K +$95.1K +9,335 New
ADL
1242
Asset Dedication LLC
California
$101K +$183 +18 +0.2%
RFA
1243
Register Financial Advisors
Georgia
$100K +$1.47K +144 +2%
SIC
1244
Salem Investment Counselors
North Carolina
$100K +$4.63K +455 +5%
BWM
1245
Bernard Wealth Management
Michigan
$99.5K -$14.4K -1,411 -13%
OIA
1246
Optimum Investment Advisors
Illinois
$99.5K
RFS
1247
Richardson Financial Services
Massachusetts
$95.9K -$1.53K -150 -2%
TF
1248
Tompkins Financial
New York
$95.3K -$48.9K -4,800 -35%
FMP
1249
Financial Management Professionals
Texas
$94.2K +$82.5K +8,100 +1,385%
Cohen & Steers
1250
Cohen & Steers
New York
$94K