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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1551
TRUE Private Wealth Advisors
Oregon
$1.03M -$44.3K -796 -4%
AF
1552
Aldebaran Financial
$1.03M +$1.95K +35 +0.2%
HCWM
1553
Harrison & Co Wealth Management
Virginia
$1.02M +$963K +17,294 New
HCM
1554
Hall Capital Management
Rhode Island
$1.02M -$120K -2,160 -11%
SIA
1555
Sit Investment Associates
Minnesota
$1.02M
FDS
1556
First Dallas Securities
Texas
$1.02M
PAG
1557
Powers Advisory Group
Illinois
$1.01M +$951K +17,073 New
SG
1558
StoneX Group
New York
$1.01M -$43.3K -777 -4%
SCP
1559
Stamos Capital Partners
California
$1.01M +$947K +17,000 New
KFA
1560
Kelleher Financial Advisors
New York
$1M
AAM
1561
Autus Asset Management
Arizona
$1M +$1.11K +20 +0.1%
FPS
1562
Fieldpoint Private Securities
Connecticut
$1M +$12.1K +218 +1%
EWM
1563
Empirical Wealth Management
Washington
$1M +$180K +3,234 +24%
RWA
1564
RGT Wealth Advisors
Texas
$1M +$941K +16,907 New
IAM
1565
Infusive Asset Management
New York
$1M -$6.68K -120 -0.7%
CAM
1566
CenterStar Asset Management
Illinois
$1M
MCM
1567
Mainstay Capital Management
Michigan
$994K -$867K -15,569 -48%
CFA
1568
Capstone Financial Advisors
Illinois
$990K +$56 +1 +0%
DWT
1569
Dorsey & Whitney Trust
South Dakota
$989K +$172K +3,095 +23%
SWA
1570
SFMG Wealth Advisors
Texas
$987K +$293K +5,253 +46%
LC
1571
LCNB Corp
Ohio
$974K -$28.4K -510 -3%
KWM
1572
Keebeck Wealth Management
Illinois
$969K
KFC
1573
Klingenstein Fields & Co
New York
$967K -$51.2K -920 -5%
BCA
1574
Bray Capital Advisors
Florida
$966K
QPWM
1575
Quadrant Private Wealth Management
Pennsylvania
$966K +$86.5K +1,553 +11%