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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1701
Texas Capital Bank Wealth Management Services
Texas
$839K +$279K +928 +52%
CC
1702
Clearwave Capital
California
$838K +$819K +2,721 New
MSS
1703
Mitchell Sinkler & Starr
Pennsylvania
$838K – – –
PCM
1704
Polymer Capital Management
New York
$836K +$817K +2,713 New
FFA
1705
Fi3 Financial Advisors
Indiana
$834K +$87.3K +290 +12%
PWM
1706
Pursuit Wealth Management
Florida
$831K +$812K +2,698 New
PPW
1707
Presilium Private Wealth
Pennsylvania
$831K – – –
ACP
1708
Arcus Capital Partners
Georgia
$830K -$1.37M -4,547 -63%
CFO
1709
Cambient Family Office
Michigan
$826K +$807K +2,680 New
GFPC
1710
Global Financial Private Client
Florida
$825K +$5.72K +19 +0.7%
TSWM
1711
Triangle Securities Wealth Management
North Carolina
$823K +$301 +1 +0%
DA
1712
Dover Advisors
Virginia
$822K +$1.2K +4 +0.2%
SPW
1713
Sonoma Private Wealth
California
$822K +$14.8K +49 +2%
GSF
1714
Grove Street Fiduciary
New Hampshire
$821K +$301 +1 +0%
LWP
1715
LFG Wealth Partners
Kentucky
$821K +$802K +2,665 New
CW
1716
Channel Wealth
California
$818K – – –
BFA
1717
Beaumont Financial Advisors
Massachusetts
$815K -$91.8K -305 -10%
DS
1718
DRW Securities
Illinois
$814K +$796K +2,644 New
LFA
1719
Lauterbach Financial Advisors
Texas
$814K +$301 +1 +0%
BCB
1720
Brian C. Broderick
$814K – – –
RFA
1721
Register Financial Advisors
Georgia
$813K – – –
OCM
1722
Orser Capital Management
Texas
$812K +$50K +166 +7%
RIP
1723
Reliant Investment Partners
North Carolina
$807K +$1.51K +5 +0.2%
FCM
1724
Fieldview Capital Management
Michigan
$801K +$784K +2,602 New
CHAM
1725
Clear Harbor Asset Management
Connecticut
$799K +$7.23K +24 +0.9%
67 68
69
70 71