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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
701
Turtle Creek Wealth Advisors
Texas
$715K +$174K +2,157 +34%
JSSH
702
J. Safra Sarasin Holding
$710K -$371K -4,598 -33%
DCM
703
Dorato Capital Management
Colorado
$709K
CHC
704
City Holding Co
West Virginia
$708K +$30.2K +375 +5%
FFM
705
Forum Financial Management
Illinois
$705K +$86.9K +1,077 +15%
TBT
706
Texas Bank & Trust
Texas
$703K +$8.47K +105 +1%
AOWM
707
Asset One Wealth Management
Washington
$703K -$4.92K -61 -0.8%
BWM
708
BlackDiamond Wealth Management
New York
$703K -$3.55K -44 -0.6%
DWM
709
Diversify Wealth Management
Utah
$700K -$285K -3,534 -32%
DAS
710
Diversify Advisory Services
Utah
$700K +$593K +7,350 New
EWM
711
Empirical Wealth Management
Washington
$698K -$67.8K -841 -9%
ZF
712
Zhang Financial
Michigan
$690K +$1.69K +21 +0.3%
FCP
713
Fidelis Capital Partners
Florida
$686K -$5K -62 -0.8%
RA
714
RFG Advisory
Alabama
$683K +$23.4K +290 +4%
WJWM
715
Williams Jones Wealth Management
New York
$679K +$5.81K +72 +0.9%
SDAM
716
Shulman DeMeo Asset Management
New York
$677K -$2.42K -30 -0.4%
PWP
717
Ponta Wealth Partners
Florida
$676K +$232K +2,882 +56%
PPWP
718
Premier Path Wealth Partners
New Jersey
$670K +$78.4K +972 +14%
NAAA
719
New Age Alpha Advisors
New York
$664K +$633K +7,847 New
SIP
720
Stoneridge Investment Partners
Pennsylvania
$657K
First Manhattan
721
First Manhattan
New York
$655K +$21.1K +262 +4%
LA
722
LVW Advisors
New York
$649K +$10K +124 +2%
KCIC
723
Kuhn & Co Investment Counsel
Illinois
$646K +$645 +8 +0.1%
CAAS
724
Capital Asset Advisory Services
Michigan
$644K +$69K +856 +13%
BAM
725
Brave Asset Management
New Jersey
$643K -$181K -2,250 -23%