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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Allred Capital Management
Texas
$651K +$31.6K +189 +5%
BEAM
802
Baker Ellis Asset Management
Washington
$649K – – –
PGWM
803
Parisi Gray Wealth Management
New Jersey
$647K +$167 +1 +0%
I
804
InceptionR
California
$646K +$647K +3,873 New
SA
805
Sylvest Advisors
Texas
$644K +$30.1K +180 +5%
KWA
806
Kondo Wealth Advisors
California
$644K -$5.52K -33 -0.8%
BWM
807
Buckley Wealth Management
Nevada
$642K +$22.2K +133 +4%
SLI
808
Sumitomo Life Insurance
Japan
$637K -$12.4K -74 -2%
JSSH
809
J. Safra Sarasin Holding
$633K – – –
JHP
810
James Hambro & Partners
United Kingdom
$632K -$10.4K -62 -2%
GAM
811
Groupama Asset Management
France
$628K – – –
MGIA
812
Matthew Goff Investment Advisor
Texas
$625K – – –
BA
813
Blueline Advisors
New Hampshire
$622K +$624K +3,735 New
7WCP
814
71 West Capital Partners
Massachusetts
$620K +$107K +641 +21%
AWM
815
Aries Wealth Management
Maine
$619K – – –
MA
816
Mutual Advisors
Nebraska
$615K -$64.4K -385 -9%
MCM
817
Manchester Capital Management
Vermont
$611K +$4.18K +25 +0.7%
Empower Advisory Group
818
Empower Advisory Group
Colorado
$611K +$3.85K +23 +0.6%
WAM
819
Weiss Asset Management
Massachusetts
$606K +$608K +3,635 New
LWAM
820
Legacy Wealth Asset Management
Minnesota
$605K -$1.5K -9 -0.2%
SIA
821
Soltis Investment Advisors
Utah
$603K -$65.2K -390 -10%
LIM
822
Loudon Investment Management
New Hampshire
$600K – – –
VIP
823
Vista Investment Partners
Oklahoma
$600K – – –
TCBWMS
824
Texas Capital Bank Wealth Management Services
Texas
$598K -$181K -1,082 -23%
IAN
825
Integrated Advisors Network
Texas
$595K -$101K -604 -14%