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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1401
Values First Advisors
Tennessee
$752K +$486K +2,400 +210%
SWM
1402
Segment Wealth Management
Texas
$752K – – –
MAM
1403
Milestone Asset Management
Pennsylvania
$750K +$716K +3,535 New
PFBT
1404
Parkside Financial Bank & Trust
Missouri
$748K -$8.1K -40 -1%
MCI
1405
MRP Capital Investments
Georgia
$747K +$30.4K +150 +4%
EPA
1406
Element Pointe Advisors
Florida
$746K – – –
Arax Advisory Partners
1407
Arax Advisory Partners
Colorado
$745K +$26.3K +130 +4%
Gerber Kawasaki Wealth & Investment Management
1408
Gerber Kawasaki Wealth & Investment Management
California
$744K +$8.1K +40 +1%
TSS
1409
Two Sigma Securities
New York
$743K +$76K +375 +12%
CastleKnight Management
1410
CastleKnight Management
New York
$742K – – –
WWM
1411
Westwood Wealth Management
California
$742K – – –
RCM
1412
Raleigh Capital Management
North Carolina
$731K +$28.4K +140 +4%
OWP
1413
ORG Wealth Partners
Texas
$730K -$92.2K -455 -12%
HM Payson & Co
1414
HM Payson & Co
Maine
$724K -$21.3K -105 -3%
AA
1415
Alta Advisers
United Kingdom
$724K +$84.1K +415 +14%
MWM
1416
Mindset Wealth Management
Indiana
$722K +$82K +405 +14%
MW
1417
Marcum Wealth
Ohio
$721K +$45.6K +225 +7%
ACM
1418
Avalon Capital Management
California
$721K +$203K +1,000 +42%
TPBG
1419
Turning Point Benefit Group
Maryland
$718K +$716K +3,535 New
FH
1420
FWG Holdings
Florida
$717K -$10.1K -50 -1%
VCWM
1421
Vista Cima Wealth Management
Arizona
$717K +$685K +3,380 New
FHWM
1422
Fox Hill Wealth Management
Massachusetts
$716K +$206K +1,015 +43%
AlTi Global
1423
AlTi Global
New York
$715K +$103K +510 +18%
PWMAG
1424
Pinnacle Wealth Management Advisory Group
New Jersey
$715K -$5.06K -25 -0.7%
ACG
1425
Allen Capital Group
Nebraska
$715K +$133K +655 +24%