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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
526
OmniStar Financial Group
North Carolina
$392K +$313K +3,777 New
GWM
527
Geneos Wealth Management
Colorado
$385K -$54.2K -654 -15%
SPIA
528
Steward Partners Investment Advisory
New York
$384K -$224K -2,708 -42%
TCBWMS
529
Texas Capital Bank Wealth Management Services
Texas
$382K +$304K +3,673 New
BLC
530
Brown, Lisle/Cummings
Rhode Island
$382K -$152K -1,839 -33%
WWM
531
Western Wealth Management
Colorado
$380K +$303K +3,660 New
SCM
532
Shapiro Capital Management
Georgia
$379K – – –
CWM
533
Cornerstone Wealth Management
Missouri
$379K +$302K +3,640 New
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$376K +$43.3K +523 +17%
BAWC
535
Boyce & Associates Wealth Consulting
Texas
$375K +$299K +3,610 New
HAM
536
Hedges Asset Management
Nevada
$374K – – –
SKK
537
Shepherd Kaplan Krochuk
Massachusetts
$374K – – –
APP
538
Alpha Paradigm Partners
Illinois
$371K +$232K +2,794 +359%
CB
539
Commerce Bank
Missouri
$369K +$294K +3,552 New
PCM
540
Princeton Capital Management
New Jersey
$367K – – –
CFG
541
Carter Financial Group
Illinois
$365K +$291K +3,514 New
RGC
542
Roberts, Glore & Co
Illinois
$363K -$9.94K -120 -3%
CCP
543
Corient Capital Partners
California
$362K +$4.47K +54 +2%
T
544
TCWP
Ohio
$358K +$18.1K +218 +7%
BI
545
Bramshill Investments
Florida
$358K +$285K +3,442 New
HCM
546
Hollencrest Capital Management
California
$357K – – –
EGA
547
E&G Advisors
Texas
$354K – – –
SCM
548
Shelton Capital Management
Colorado
$354K – – –
CWM
549
Cadence Wealth Management
Massachusetts
$350K -$99.9K -1,205 -26%
BFPW
550
BOK Financial Private Wealth
Colorado
$348K -$29K -350 -9%