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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1326
RBA Wealth Management
California
$306K -$12.8K -49 -5%
ACM
1327
AlphaStar Capital Management
North Carolina
$305K -$44.7K -171 -14%
RW
1328
Rede Wealth
Virginia
$304K +$1.05K +4 +0.4%
SIM
1329
Sentry Investment Management
Wisconsin
$302K -$53.9K -206 -17%
BCM
1330
Bienville Capital Management
New York
$301K
CM
1331
Castleark Management
Illinois
$300K
KAS
1332
KPP Advisory Services
Kentucky
$300K
GITFIT
1333
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$300K +$39.2K +150 +18%
CA
1334
Cresta Advisors
Texas
$300K +$262K +1,000 New
BFA
1335
Bill Few Associates
Pennsylvania
$299K +$16.5K +63 +7%
VCM
1336
Vivaldi Capital Management
Illinois
$299K +$10.5K +40 +4%
KFS
1337
Keynote Financial Services
Connecticut
$298K
PWP
1338
Perfromance Wealth Partners
Illinois
$298K +$260K +994 New
SFS
1339
Symphony Financial Services
Ohio
$297K +$124K +475 New
SAM
1340
Sompo Asset Management
Japan
$297K
BOPW
1341
Brandywine Oak Private Wealth
Pennsylvania
$296K
BCM
1342
Becker Capital Management
Oregon
$295K
CAS
1343
Coppell Advisory Solutions
Texas
$295K +$258K +985 New
TCWA
1344
Turtle Creek Wealth Advisors
Texas
$294K +$11.5K +44 +5%
CWP
1345
Core Wealth Partners
California
$293K +$255K +976 New
VCA
1346
Verdence Capital Advisors
Maryland
$292K -$10.2K -39 -4%
FCCM
1347
First City Capital Management
Georgia
$292K -$28.8K -110 -10%
FFB
1348
First Financial Bankshares
Texas
$291K -$44.7K -171 -15%
GWM
1349
GSB Wealth Management
Connecticut
$291K +$2.88K +11 +1%
AWM
1350
Ariadne Wealth Management
California
$291K +$89.7K +343 New