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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1801
Texas Capital Bancshares
Texas
$612K – – –
DEM
1802
Disciplined Equity Management
Florida
$612K +$119K +358 +20%
FWM
1803
FFT Wealth Management
Pennsylvania
$611K +$474K +1,429 +198%
FFS
1804
Founders Financial Securities
Maryland
$609K +$17.2K +52 +2%
CBFP
1805
Cedar Brook Financial Partners
Ohio
$609K -$23.9K -72 -3%
LAS
1806
LWM Advisory Services
Florida
$608K +$52.4K +158 +9%
LA
1807
Latitude Advisors
Florida
$607K -$15.6K -47 -2%
JAG
1808
Journey Advisory Group
Kentucky
$607K -$4.97K -15 -0.7%
BIM
1809
Baldwin Investment Management
Pennsylvania
$607K +$8.29K +25 +1%
HIC
1810
Hartline Investment Corp
Illinois
$607K +$708K +2,135 New
IP
1811
Investment Partners
Ohio
$607K +$708K +2,135 New
HFS
1812
Howard Financial Services
Texas
$606K +$663 +2 +0.1%
LF
1813
LifeSteps Financial
California
$605K +$9.61K +29 +1%
AIS
1814
American Investment Services
Massachusetts
$604K +$994 +3 +0.1%
PIA
1815
Perennial Investment Advisors
California
$603K -$328K -989 -32%
TF
1816
Trek Financial
Arizona
$603K -$77.2K -233 -10%
MGWM
1817
Marks Group Wealth Management
Minnesota
$601K – – –
AB
1818
Atlas Brown
Kentucky
$598K – – –
FMN
1819
Financial Management Network
California
$598K – – –
WKWM
1820
Walter & Keenan Wealth Management
Indiana
$597K +$8.62K +26 +1%
HHGA
1821
Halbert Hargrove Global Advisors
California
$593K -$13.6K -41 -2%
JSW
1822
Journey Strategic Wealth
New Jersey
$593K +$692K +2,086 New
SRC
1823
Shufro Rose & Co
New York
$592K +$1.33K +4 +0.2%
CWM
1824
Cahill Wealth Management
Michigan
$586K – – –
AWM
1825
Atticus Wealth Management
Florida
$584K – – –
71 72
73
74 75