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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1151
Patron Partners
Texas
$856K +$70.2K +156 +9%
RPWA
1152
Regent Peak Wealth Advisors
Georgia
$851K -$1.8K -4 -0.2%
RB
1153
Renasant Bank
Mississippi
$850K -$56.7K -126 -6%
DRS
1154
Deane Retirement Strategies
Louisiana
$848K -$181K -402 -18%
GWMR
1155
GC Wealth Management RIA
Massachusetts
$847K -$12.2K -27 -1%
CCA
1156
Childress Capital Advisors
Texas
$834K +$27.5K +61 +4%
MassMutual Private Wealth & Trust
1157
MassMutual Private Wealth & Trust
Connecticut
$833K +$96.3K +214 +14%
DJSG
1158
D.J. St. Germain
Massachusetts
$831K +$16.2K +36 +2%
Evercore Wealth Management
1159
Evercore Wealth Management
New York
$828K -$36.9K -82 -4%
PFBT
1160
Parkside Financial Bank & Trust
Missouri
$827K +$67.5K +150 +9%
SSA
1161
South Street Advisors
New York
$827K – – –
TCWM
1162
Total Clarity Wealth Management
Illinois
$827K – – –
HC
1163
Hara Capital
Washington
$823K +$1.8K +4 +0.2%
DWAM
1164
Duncan Williams Asset Management
Tennessee
$818K +$270K +599 +52%
SMH
1165
Sanders Morris Harris
Texas
$815K – – –
Arkadios Wealth Advisors
1166
Arkadios Wealth Advisors
Georgia
$809K +$197K +437 +34%
Carnegie Investment Counsel
1167
Carnegie Investment Counsel
Ohio
$809K +$144K +320 +21%
Sowell Financial Services
1168
Sowell Financial Services
Arkansas
$806K +$779K +1,731 New
CapitalatWork SA
1169
CapitalatWork SA
$805K – – –
MLA
1170
My Legacy Advisors
Oregon
$805K +$32K +71 +4%
WI
1171
WrapManager Inc
California
$804K +$15.3K +34 +2%
FAFN
1172
First Affirmative Financial Network
Colorado
$801K -$403K -895 -34%
GIC
1173
Generali Investments CEE
Czech Republic
$800K -$72.9K -162 -9%
North Star Asset Management
1174
North Star Asset Management
Wisconsin
$796K +$139K +309 +22%
EPIME
1175
Evelyn Partners Investment Management (Europe)
$796K – – –