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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1001
Miramar Capital
Illinois
$229K +$207K +2,772 New
HCP
1002
Hexagon Capital Partners
Arkansas
$228K -$19.9K -266 -9%
RDWM
1003
Red Door Wealth Management
Tennessee
$228K +$207K +2,765 New
SW
1004
Simplicity Wealth
New Jersey
$228K -$2.04M -27,326 -91%
TCA
1005
Transcend Capital Advisors
New Jersey
$227K +$206K +2,755 New
SIM
1006
Sentry Investment Management
Wisconsin
$227K – – –
AR
1007
Apeiron RIA
Texas
$226K +$205K +2,743 New
CIC
1008
Crawford Investment Counsel
Georgia
$225K -$194K -2,600 -49%
TNBTD
1009
Trustmark National Bank Trust Department
Mississippi
$225K +$203K +2,722 New
SCM
1010
Stevens Capital Management
Pennsylvania
$224K -$549K -7,353 -73%
HH
1011
Hilltop Holdings
Texas
$223K +$202K +2,698 New
ANTB
1012
AMG National Trust Bank
Colorado
$222K -$16.8K -225 -8%
GFP
1013
Gryphon Financial Partners
Ohio
$222K +$201K +2,692 New
TFS
1014
Thoroughbred Financial Services
Tennessee
$222K +$202K +2,702 New
MWM
1015
Modera Wealth Management
New Jersey
$220K +$199K +2,670 New
SWM
1016
Silverlake Wealth Management
Vermont
$219K -$58.3K -780 -23%
AMCA
1017
Arthur M. Cohen & Associates
Illinois
$217K +$199K +2,659 New
BIG
1018
Brooklyn Investment Group
New York
$217K +$196K +2,630 New
ZB
1019
Zions Bancorporation
Utah
$215K +$19.4K +260 +11%
LFA
1020
Legacy Financial Advisors
Kentucky
$215K +$194K +2,602 New
RWM
1021
Ritholtz Wealth Management
New York
$214K +$194K +2,594 New
CT
1022
Caldwell Trust
Florida
$214K – – –
ES
1023
Eagle Strategies
New York
$213K +$193K +2,584 New
EWM
1024
Evercore Wealth Management
New York
$212K +$192K +2,570 New
LJAC
1025
L.J. Altfest & Co
New York
$210K +$190K +2,544 New