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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2326
Tolleson Wealth Management
Texas
$241K -$77.2K -1,305 -23%
AC
2327
Alley Company
Illinois
$241K – – –
LP
2328
LGL Partners
Pennsylvania
$241K +$414 +7 +0.2%
ANTB
2329
AMG National Trust Bank
Colorado
$240K +$13.9K +235 +6%
MPCG
2330
Matrix Private Capital Group
New York
$239K -$39.5K -668 -13%
EI
2331
Ellevest Inc
New York
$238K -$42.9K -725 -14%
ANBT
2332
American National Bank & Trust
Texas
$238K – – –
EWF
2333
Epstein & White Financial
California
$238K +$20.1K +339 +8%
LWM
2334
Liberty Wealth Management
California
$237K -$41.1K -694 -14%
WG
2335
Watchman Group
Texas
$235K -$300K -5,067 -54%
P
2336
&Partners
Tennessee
$235K -$127K -2,146 -33%
BMO
2337
Beck Mack & Oliver
New York
$235K +$19.7K +333 +8%
ACA
2338
Ackerman Capital Advisors
Texas
$233K -$160K -2,700 -39%
DIM
2339
Delta Investment Management
California
$232K -$75.4K -1,275 -23%
TWM
2340
Triton Wealth Management
Arizona
$232K +$233K +3,940 New
SNB
2341
Security National Bank
Nebraska
$230K – – –
PWA
2342
Physician Wealth Advisors
Utah
$230K +$2.54K +43 +1%
PAG
2343
Private Advisory Group
Washington
$229K +$251K +4,237 New
AWM
2344
Altus Wealth Management
Kentucky
$228K +$2.96K +50 +1%
Dodge & Cox
2345
Dodge & Cox
California
$227K – – –
MCM
2346
Marathon Capital Management
Maryland
$226K -$1.18K -20 -0.5%
MAM
2347
Mastrapasqua Asset Management
Tennessee
$224K – – –
WFA
2348
Wellspring Financial Advisors
Ohio
$223K +$244K +4,124 New
Aristotle Capital Management
2349
Aristotle Capital Management
California
$222K – – –
SFC
2350
SYM Financial Corp
Indiana
$221K -$66K -1,115 -21%