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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
601
Warther Private Wealth
Ohio
$439K +$424K +4,537 New
CICI
602
Capital Investment Counsel Inc
North Carolina
$434K
BP
603
Ballentine Partners
Massachusetts
$430K -$57.3K -613 -12%
HCMT
604
Highland Capital Management (Tennessee)
Tennessee
$429K -$88.9K -950 -18%
CA
605
Clearstead Advisors
Ohio
$429K +$21.4K +229 +5%
LFAS
606
Level Four Advisory Services
Texas
$425K -$44.9K -480 -10%
RCAG
607
Rehmann Capital Advisory Group
Michigan
$423K +$1.4K +15 +0.3%
ACM
608
Allred Capital Management
Texas
$422K +$9.17K +98 +2%
BRA
609
Bender Robert & Associates
California
$420K
BPA
610
Beacon Pointe Advisors
California
$417K +$406K +4,345 New
V
611
VeraBank
Texas
$416K
PT
612
Plimoth Trust
Massachusetts
$414K -$155K -1,660 -28%
RDWM
613
Red Door Wealth Management
Tennessee
$409K
LOIM
614
Liberty One Investment Management
Illinois
$407K +$60.1K +642 +18%
SWM
615
Segment Wealth Management
Texas
$405K
JAM
616
Jupiter Asset Management
United Kingdom
$402K -$271K -2,899 -41%
FTDI
617
First Trust Direct Indexing
Massachusetts
$400K +$390K +4,168 New
IFWM
618
Institute for Wealth Management
Colorado
$399K +$389K +4,163 New
SWM
619
Spire Wealth Management
Virginia
$397K +$66.4K +710 +21%
MCM
620
Monarch Capital Management
Indiana
$396K
DMBA
621
Deseret Mutual Benefit Administrators
Utah
$395K +$385K +4,116 New
IAN
622
Integrated Advisors Network
Texas
$394K +$384K +4,109 New
DWA
623
Douglass Winthrop Advisors
New York
$393K +$29.7K +317 +8%
AAP
624
Arax Advisory Partners
Colorado
$393K +$383K +4,092 New
SAI
625
Systematic Alpha Investments
New Jersey
$392K +$29.9K +320 +11%