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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
826
Bridges Investment Management
Nebraska
$876K +$42.5K +98 +6%
SFO
827
Standard Family Office
South Dakota
$874K +$1.73K +4 +0.2%
LWP
828
Lumature Wealth Partners
Georgia
$856K +$43.4K +100 +6%
TCB
829
Texas Capital Bancshares
Texas
$851K +$2.17K +5 +0.3%
MMG
830
Monetary Management Group
Missouri
$846K
HFG
831
Heron Financial Group
New York
$845K -$78K -180 -9%
Aristotle Capital Management
832
Aristotle Capital Management
California
$843K
PCA
833
Pallas Capital Advisors
Massachusetts
$842K +$24.7K +57 +4%
EP
834
Edgestream Partners
New Jersey
$839K +$742K +1,711 New
OIA
835
OneDigital Investment Advisors
Kansas
$836K +$189K +435 +34%
LWM
836
Liberty Wealth Management
California
$835K +$1.3K +3 +0.2%
PFG
837
PAX Financial Group
Texas
$834K +$25.1K +58 +4%
PL
838
Parthenon LLC
Kentucky
$833K
FAIM
839
Financial Advocates Investment Management
Washington
$833K +$148K +342 +25%
NIP
840
Nicholas Investment Partners
California
$832K -$351K -810 -32%
RWA
841
Ropes Wealth Advisors
Massachusetts
$828K +$2.17K +5 +0.3%
AG
842
AIA Group
Hong Kong
$826K +$255K +589 +55%
ANTB
843
AMG National Trust Bank
Colorado
$825K -$34.7K -80 -5%
RA
844
RFG Advisory
Alabama
$822K -$36.4K -84 -5%
CPW
845
Catalyst Private Wealth
California
$809K +$247K +569 +53%
PCP
846
Proficio Capital Partners
Massachusetts
$805K -$6.5K -15 -0.9%
GAG
847
GM Advisory Group
New York
$801K
HI
848
Horizon Investments
North Carolina
$798K +$18.2K +42 +3%
IIC
849
Integrated Investment Consultants
Michigan
$794K -$32.5K -75 -4%
OLA
850
Oliver Luxxe Assets
New Jersey
$784K -$65K -150 -9%