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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1026
Moody National Bank Trust Division
Texas
$54.1M -$330K -1,894 -0.6%
PWP
1027
Principle Wealth Partners
Connecticut
$54.1M -$723K -4,150 -1%
FAT
1028
First American Trust
California
$54M +$1.29M +7,422 +3%
QI
1029
Qtron Investments
Massachusetts
$54M -$195K -1,120 -0.4%
IAN
1030
Integrated Advisors Network
Texas
$53.9M -$5.17M -29,632 -9%
SIG
1031
Sky Investment Group
Connecticut
$53.8M +$26.1K +150 +0.1%
WWM
1032
Western Wealth Management
Colorado
$53.7M +$1.28M +7,349 +3%
VWM
1033
Venturi Wealth Management
Texas
$53.7M -$531K -3,046 -1%
PAMG
1034
Patton Albertson Miller Group
Tennessee
$53.5M -$935K -5,362 -2%
TAM
1035
Trust Asset Management
Texas
$52.7M
GG
1036
Greenwood Gearhart
Arkansas
$52.6M -$150K -861 -0.3%
CWP
1037
Cyndeo Wealth Partners
Florida
$52.5M +$1.33M +7,653 +3%
BWP
1038
Balboa Wealth Partners
Arizona
$52.4M -$702K -4,026 -1%
AFC
1039
AFT Forsyth & Company
Florida
$52.4M -$2.09M -11,965 -4%
CA
1040
Cache Advisors
California
$52.2M -$934K -5,359 -2%
VWS
1041
Virtus Wealth Solutions
New Jersey
$52M -$2.44M -13,992 -5%
SC
1042
Slow Capital
California
$52M -$2.54M -14,591 -5%
B
1043
Bensler
Washington
$51.9M -$269K -1,545 -0.6%
CAG
1044
Curtis Advisory Group
California
$51.9M +$7.03M +40,318 +17%
UF
1045
Univest Financial
Pennsylvania
$51.9M -$7.57M -43,436 -14%
GAB
1046
German American Bancorp
Indiana
$51.8M +$1.35M +7,759 +3%
TCM
1047
Twin Capital Management
Pennsylvania
$51.8M -$14.4M -82,531 -23%
AHC
1048
Anderson Hoagland & Co
Missouri
$51.8M -$2.18M -12,504 -4%
BMWM
1049
Brown Miller Wealth Management
Virginia
$51.7M -$1.65M -9,450 -3%
LSCM
1050
Light Street Capital Management
California
$51.6M -$13.2M -75,907 -22%