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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1251
SCS Capital Management
Massachusetts
$608K +$103K +2,733 +20%
AP
1252
Appleton Partners
Massachusetts
$607K -$36.8K -975 -6%
MFA
1253
Mayflower Financial Advisors
Massachusetts
$607K -$52.1K -1,381 -8%
PSP
1254
Pacific Sage Partners
Washington
$605K -$12.6K -333 -2%
PL
1255
Perpetual Ltd
Australia
$605K -$3.54M -93,736 -85%
Luther King Capital Management (LKCM)
1256
Luther King Capital Management (LKCM)
Texas
$605K -$4.38K -116 -0.7%
CA
1257
Crewe Advisors
Utah
$603K -$1.28K -34 -0.2%
TWM
1258
Tortuga Wealth Management
California
$602K +$616K +16,325 New
AWM
1259
Arista Wealth Management
Nevada
$601K +$615K +16,289 New
ECA
1260
Elevated Capital Advisors
Utah
$599K +$53.1K +1,406 +9%
APWM
1261
Argonautica Private Wealth Management
Massachusetts
$598K
CCG
1262
Coastwise Capital Group
California
$595K -$35.6K -943 -6%
FMII
1263
Farmers & Merchants Investments Inc
Nebraska
$595K -$70K -1,855 -10%
SWA
1264
Sax Wealth Advisors
New Jersey
$595K +$161K +4,251 +36%
AWF
1265
Alpha Wealth Funds
Utah
$593K
BTC
1266
Bank & Trust Company
Illinois
$591K
FMTC
1267
Farmers & Merchants Trust Company
California
$587K
BWP
1268
Balboa Wealth Partners
Arizona
$586K +$295K +7,814 +97%
EI
1269
Ellevest Inc
New York
$584K +$81.8K +2,167 +16%
CSP
1270
Cary Street Partners
Virginia
$583K -$243K -6,445 -29%
WFI
1271
West Family Investments
California
$580K +$15.9K +421 +3%
GPWM
1272
Grant Private Wealth Management
California
$579K -$717 -19 -0.1%
AC
1273
Apella Capital
Connecticut
$578K +$57.7K +1,528 +11%
WSFG
1274
Wall Street Financial Group
Illinois
$576K +$40.8K +1,081 +7%
WDG
1275
Wealth Dimensions Group
Ohio
$575K -$42.2K -1,117 -7%