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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
526
Texas Capital Bank Wealth Management Services
Texas
$382K +$304K +3,673 New
BLC
527
Brown, Lisle/Cummings
Rhode Island
$382K -$152K -1,839 -33%
WWM
528
Western Wealth Management
Colorado
$380K +$303K +3,660 New
SCM
529
Shapiro Capital Management
Georgia
$379K
CWM
530
Cornerstone Wealth Management
Missouri
$379K +$302K +3,640 New
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$376K +$43.3K +523 +17%
BAWC
532
Boyce & Associates Wealth Consulting
Texas
$375K +$299K +3,610 New
HAM
533
Hedges Asset Management
Nevada
$374K
SKK
534
Shepherd Kaplan Krochuk
Massachusetts
$374K
APP
535
Alpha Paradigm Partners
Illinois
$371K +$232K +2,794 +359%
CB
536
Commerce Bank
Missouri
$369K +$294K +3,552 New
PCM
537
Princeton Capital Management
New Jersey
$367K
CFG
538
Carter Financial Group
Illinois
$365K +$291K +3,514 New
RGC
539
Roberts, Glore & Co
Illinois
$363K -$9.94K -120 -3%
CCP
540
Corient Capital Partners
California
$362K +$4.47K +54 +2%
T
541
TCWP
Ohio
$358K +$18.1K +218 +7%
BI
542
Bramshill Investments
Florida
$358K +$285K +3,442 New
HCM
543
Hollencrest Capital Management
California
$357K
EGA
544
E&G Advisors
Texas
$354K
SCM
545
Shelton Capital Management
Colorado
$354K
CWM
546
Cadence Wealth Management
Massachusetts
$350K -$99.9K -1,205 -26%
BFPW
547
BOK Financial Private Wealth
Colorado
$348K -$29K -350 -9%
SF
548
Synovus Financial
Georgia
$345K -$48.8K -589 -15%
CL
549
COWA LLC
Oklahoma
$344K -$187K -2,258 -41%
IIM
550
Ipswich Investment Management
Massachusetts
$343K