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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1351
Next Capital Management
New York
$326K +$378K +1,040 New
RW
1352
Rede Wealth
Virginia
$325K +$1.45K +4 +0.4%
CI
1353
Conning Inc
Connecticut
$324K – – –
TAM
1354
Titleist Asset Management
Texas
$322K -$9.45K -26 -2%
FWTB
1355
First Western Trust Bank
Colorado
$320K -$71.9K -198 -16%
MCM
1356
MV Capital Management
Maryland
$320K +$727 +2 +0.2%
AW
1357
Alteri Wealth
California
$319K +$66.1K +182 +22%
6F
1358
626 Financial
Michigan
$319K – – –
OWM
1359
Orca Wealth Management
Florida
$319K +$363 +1 +0.1%
FSBI
1360
Fearless Solutions (Best Invest)
Texas
$317K – – –
HPM
1361
Hudson Portfolio Management
New York
$316K – – –
ZIC
1362
ZWJ Investment Counsel
Georgia
$315K +$1.82K +5 +0.5%
LI
1363
LifeWealth Investments
Florida
$315K -$363 -1 -0.1%
FCAS
1364
First Command Advisory Services
Texas
$315K -$176K -484 -33%
CAM
1365
CenterStar Asset Management
Illinois
$314K -$108K -297 -23%
BCG
1366
Breakwater Capital Group
New Jersey
$314K -$3.63K -10 -1%
BCM
1367
Bienville Capital Management
New York
$314K -$81.8K -225 -18%
CWP
1368
Core Wealth Partners
California
$314K +$1.09K +3 +0.3%
CM
1369
Castleark Management
Illinois
$313K – – –
LIM
1370
Loudon Investment Management
New Hampshire
$313K – – –
Fayez Sarofim & Co
1371
Fayez Sarofim & Co
Texas
$313K +$363K +1,000 New
RWPA
1372
Richard W. Paul & Associates
Michigan
$313K +$363K +1,000 New
QPWM
1373
Quadrant Private Wealth Management
Pennsylvania
$312K +$26.2K +72 +8%
AF
1374
Advisornet Financial
Minnesota
$312K -$7.63K -21 -2%
MWP
1375
Meriwether Wealth & Planning
Louisiana
$312K -$727 -2 -0.2%