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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1826
Texas Capital Bancshares
Texas
$1.55M +$14.6K +42 +0.8%
PF
1827
Phoenix Financial
Israel
$1.55M +$1.79M +5,163 New
SMH
1828
Sanders Morris Harris
Texas
$1.54M – – –
SWP
1829
Strategic Wealth Partners
Ohio
$1.54M -$21.9K -63 -1%
MG
1830
Mather Group
Illinois
$1.54M +$560K +1,614 +46%
LB
1831
Legacy Bridge
Iowa
$1.53M -$76.3K -220 -4%
PFSC
1832
Peoples Financial Services Corp
Pennsylvania
$1.52M +$138K +399 +8%
CL
1833
CIM LLC
New York
$1.52M +$130K +375 +8%
JWA
1834
JFS Wealth Advisors
Pennsylvania
$1.52M +$7.98K +23 +0.5%
HWMA
1835
Heritage Wealth Management (Arizona)
Arizona
$1.51M +$1.75M +5,058 New
MIC
1836
Means Investment Company
Maine
$1.51M +$37.5K +108 +2%
PG
1837
Prostatis Group
Maryland
$1.5M +$103K +298 +6%
MFG
1838
Magnus Financial Group
New York
$1.5M +$306K +881 +21%
ACA
1839
Anchor Capital Advisors
Massachusetts
$1.5M +$28.4K +82 +2%
FIM
1840
Freedom Investment Management
Connecticut
$1.5M -$214K -617 -11%
KFI
1841
Key Financial Inc
Pennsylvania
$1.5M -$26.7K -77 -2%
DG
1842
DMC Group
Alabama
$1.5M -$44.4K -128 -3%
CPR
1843
CSU Producer Resources
Ohio
$1.5M – – –
FAG
1844
Financial Advisory Group
Texas
$1.5M – – –
HA
1845
Harbor Advisors
Florida
$1.5M – – –
PPWP
1846
Proquility Private Wealth Partners
Nevada
$1.5M -$249K -718 -12%
BFC
1847
Bedel Financial Consulting
Indiana
$1.5M -$78.4K -226 -4%
NCM
1848
NCM Capital Management
New Jersey
$1.49M -$315K -909 -15%
RWM
1849
RKL Wealth Management
Pennsylvania
$1.49M +$178K +512 +11%
WFC
1850
Western Financial Corp
California
$1.49M +$178K +512 +11%
72 73
74
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