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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
551
Measured Wealth Private Client Group
New Hampshire
$693K -$39K -155 -6%
ATC
552
Argent Trust Co
Tennessee
$690K – – –
JIC
553
Johnson Investment Counsel
Ohio
$686K – – –
CFO
554
Callan Family Office
Pennsylvania
$678K -$114K -453 -15%
AWP
555
Accretive Wealth Partners
New Jersey
$665K – – –
AC
556
Avestar Capital
New York
$663K +$628K +2,495 New
TWM
557
Trueblood Wealth Management
Ohio
$662K +$252 +1 +0%
BAAM
558
Baker Avenue Asset Management
California
$658K -$21.7K -86 -3%
LFAS
559
Level Four Advisory Services
Texas
$658K -$756 -3 -0.1%
FAM
560
Flaharty Asset Management
Florida
$658K – – –
BCM
561
Brookstone Capital Management
Illinois
$640K +$109K +431 +22%
UPS
562
UHLMANN PRICE SECURITIES
Illinois
$638K – – –
XT
563
XTX Topco
Cayman Islands
$634K -$644K -2,555 -52%
LFIA
564
Legacy Financial Independent Advisors
Kentucky
$627K +$595K +2,361 New
HI
565
Horizon Investments
North Carolina
$625K +$154K +613 +35%
SI
566
Severin Investments
Missouri
$618K +$586K +2,325 New
DTL
567
Dynamic Technology Lab
Singapore
$611K +$579K +2,299 New
PCM
568
Polymer Capital Management
New York
$610K -$1.39M -5,500 -71%
BCV
569
Banque Cantonale Vaudoise
Switzerland
$598K -$764K -3,032 -57%
KCP
570
Kera Capital Partners
California
$589K -$14.4K -57 -3%
CFB
571
Cullen/Frost Bankers
Texas
$589K -$469K -1,863 -46%
SC
572
Syon Capital
California
$585K -$55.7K -221 -9%
GT
573
Glenview Trust
Kentucky
$584K +$554K +2,200 New
FRA
574
Frank Rimerman Advisors
California
$581K +$4.28K +17 +0.8%
BJL
575
Brighton Jones LLC
Washington
$578K +$548K +2,177 New