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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1126
Delta Financial Group
New Jersey
$929K
TCB
1127
Texas Capital Bancshares
Texas
$926K -$44.7K -70 -5%
BFO
1128
Boston Family Office
Massachusetts
$919K -$150K -235 -14%
Westfield Capital Management
1129
Westfield Capital Management
Massachusetts
$917K
HSA
1130
HBK Sorce Advisory
Pennsylvania
$915K -$40.2K -63 -4%
CCM
1131
Crew Capital Management
Ohio
$912K +$625K +979 +231%
IIA
1132
IPG Investment Advisors
California
$909K +$893K +1,399 New
SDIC
1133
South Dakota Investment Council
South Dakota
$909K +$62.6K +98 +8%
SF
1134
Symphony Financial
Texas
$906K -$148K -232 -14%
AA
1135
Ancora Advisors
Ohio
$906K +$7.02K +11 +0.8%
WWP
1136
WR Wealth Planners
Missouri
$904K +$63.2K +99 +8%
MFIM
1137
Mesirow Financial Investment Management
Illinois
$903K +$76K +119 +9%
PA
1138
Pinnacle Associates
New York
$903K +$38.9K +61 +5%
WA
1139
WESPAC Advisors
California
$900K +$883K +1,384 New
BP
1140
BBR Partners
New York
$897K +$195K +305 +28%
IWA
1141
Icon Wealth Advisors
Texas
$896K +$880K +1,378 New
VCA
1142
Verdence Capital Advisors
Maryland
$895K -$7.02K -11 -0.8%
LSPW
1143
Lake Street Private Wealth
Illinois
$894K +$878K +1,375 New
PCG
1144
PFC Capital Group
California
$893K
WHCI
1145
W.H. Cornerstone Investments
Massachusetts
$892K +$368K +576 +72%
NFA
1146
Northern Financial Advisors
Michigan
$891K -$23.6K -37 -3%
Financial Engines Advisors
1147
Financial Engines Advisors
California
$891K +$875K +1,370 New
KP
1148
Keel Point
Alabama
$891K +$24.9K +39 +3%
HCM
1149
Howland Capital Management
Massachusetts
$887K
BAM
1150
Belpointe Asset Management
Nevada
$881K +$465K +728 +116%