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Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
1701
Richard W. Paul & Associates
Michigan
$691K -$16.3K -401 -3%
CIG
1702
Cullen Investment Group
Louisiana
$691K +$558K +13,742 New
TCBWMS
1703
Texas Capital Bank Wealth Management Services
Texas
$690K -$833K -20,504 -60%
LAM
1704
L2 Asset Management
Massachusetts
$689K +$555K +13,674 +29,726%
BCA
1705
Bay Colony Advisors
Massachusetts
$687K +$65.2K +1,606 +13%
IFWM
1706
Institute for Wealth Management
Colorado
$686K +$1.5K +37 +0.3%
SSA
1707
Sierra Summit Advisors
Nevada
$686K +$554K +13,644 New
RPWA
1708
Regent Peak Wealth Advisors
Georgia
$685K +$30K +738 +6%
FFWM
1709
Future Financial Wealth Management
Ohio
$684K -$146K -3,587 -21%
ATWA
1710
Arbor Trust Wealth Advisors
Michigan
$680K -$3.05K -75 -0.6%
ARG
1711
Advisory Resource Group
Oklahoma
$680K -$50.4K -1,241 -8%
WIA
1712
Westbourne Investment Advisors
Maryland
$678K -$12.6K -310 -2%
SWM
1713
SilverOak Wealth Management
Minnesota
$678K +$548K +13,486 New
SFC
1714
Swisher Financial Concepts
Ohio
$677K +$589K +14,503 New
FFC
1715
First Financial Corp
Indiana
$675K -$41.7K -1,026 -7%
IF
1716
IRON Financial
Illinois
$675K
WTB
1717
Washington Trust Bank
Washington
$674K -$17.4K -429 -3%
QAM
1718
Q3 Asset Management
Michigan
$674K +$547K +13,475 New
BMWM
1719
Brown Miller Wealth Management
Virginia
$672K -$29.6K -728 -5%
WCA
1720
Waypoint Capital Advisors
Minnesota
$672K -$3.45K -85 -0.6%
CIA
1721
Citadel Investment Advisory
Ohio
$672K -$9.14K -225 -2%
TSW
1722
Thompson Siegel & Walmsley
Virginia
$672K
FFA
1723
First Foundation Advisors
California
$672K -$924K -22,749 -63%
Fuller & Thaler Asset Management
1724
Fuller & Thaler Asset Management
California
$671K +$109K +2,675 +25%
FNBT
1725
FineMark National Bank & Trust
Florida
$670K -$15.4K -380 -3%