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Name Holding Trade Value Shares
Change
Change in
Stake
Westwood Holdings Group
1851
Westwood Holdings Group
Texas
$273K -$8.58K -50 -3%
CG
1852
CFO4Life Group
Texas
$273K -$27.6K -161 -8%
TWM
1853
Thrive Wealth Management
Pennsylvania
$272K +$14.4K +84 +5%
GDP
1854
Great Diamond Partners
Maine
$272K -$23.5K -137 -7%
SFG
1855
Sunburst Financial Group
Alabama
$271K -$45.1K -263 -13%
AB
1856
ANB Bank
Colorado
$270K +$4.29K +25 +1%
PW
1857
Pandora Wealth
Illinois
$270K -$125K -730 -29%
MWM
1858
Meadowbrook Wealth Management
New York
$269K -$21.4K -125 -7%
PCM
1859
Permanent Capital Management
Illinois
$269K +$4.29K +25 +1%
SC
1860
Summa Corp
Texas
$267K +$79.8K +465 +36%
AFA
1861
AA Financial Advisors
Ohio
$265K +$35.3K +206 +14%
NPA
1862
Nichols & Pratt Advisers
Massachusetts
$265K +$13.7K +80 +5%
OL
1863
one8zero8 LLC
North Carolina
$264K – – –
OAM
1864
Oxford Asset Management
United Kingdom
$264K +$295K +1,721 New
EIA
1865
Edgemoor Investment Advisors
Maryland
$263K -$85.4K -498 -22%
MCM
1866
Manchester Capital Management
Vermont
$262K +$132K +770 +82%
HP
1867
Holistic Planning
Texas
$260K +$18K +105 +7%
E
1868
Evansbrook
Illinois
$260K +$291K +1,695 New
RA
1869
Riverstone Advisors
Texas
$259K -$166K -970 -36%
NCM
1870
Northside Capital Management
Oregon
$259K – – –
Modera Wealth Management
1871
Modera Wealth Management
New Jersey
$258K +$35.3K +206 +14%
CHA
1872
Cooper/Haims Advisors
New York
$258K – – –
AU
1873
AlphaGrep UK
$256K +$287K +1,671 New
NA
1874
Nautilus Advisors
California
$255K -$8.58K -50 -3%
BBES
1875
Buffalo Business & Estate Services
New York
$255K +$286K +1,665 New