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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
601
180 Wealth Advisors
Washington
$459K +$84.2K +900 +30%
APC
602
Aspire Private Capital
North Carolina
$453K +$81.6K +872 +23%
JBA
603
Johnson Bixby & Associates
Washington
$445K – – –
WPW
604
Warther Private Wealth
Ohio
$439K +$424K +4,537 New
CICI
605
Capital Investment Counsel Inc
North Carolina
$434K – – –
BP
606
Ballentine Partners
Massachusetts
$430K -$57.3K -613 -12%
HCMT
607
Highland Capital Management (Tennessee)
Tennessee
$429K -$88.9K -950 -18%
CA
608
Clearstead Advisors
Ohio
$429K +$21.4K +229 +5%
LFAS
609
Level Four Advisory Services
Texas
$425K -$44.9K -480 -10%
RCAG
610
Rehmann Capital Advisory Group
Michigan
$423K +$1.4K +15 +0.3%
ACM
611
Allred Capital Management
Texas
$422K +$9.17K +98 +2%
BRA
612
Bender Robert & Associates
California
$420K – – –
BPA
613
Beacon Pointe Advisors
California
$417K +$406K +4,345 New
V
614
VeraBank
Texas
$416K – – –
PT
615
Plimoth Trust
Massachusetts
$414K -$155K -1,660 -28%
RDWM
616
Red Door Wealth Management
Tennessee
$409K – – –
LOIM
617
Liberty One Investment Management
Illinois
$407K +$60.1K +642 +18%
SWM
618
Segment Wealth Management
Texas
$405K – – –
JAM
619
Jupiter Asset Management
United Kingdom
$402K -$271K -2,899 -41%
FTDI
620
First Trust Direct Indexing
Massachusetts
$400K +$390K +4,168 New
IFWM
621
Institute for Wealth Management
Colorado
$399K +$389K +4,163 New
SWM
622
Spire Wealth Management
Virginia
$397K +$66.4K +710 +21%
MCM
623
Monarch Capital Management
Indiana
$396K – – –
DMBA
624
Deseret Mutual Benefit Administrators
Utah
$395K +$385K +4,116 New
IAN
625
Integrated Advisors Network
Texas
$394K +$384K +4,109 New