Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
801
Texas Capital Bank Wealth Management Services
Texas
$222K -$24.2K -200 -9%
AA
802
Alta Advisers
United Kingdom
$222K – – –
BWMG
803
Barnes Wealth Management Group
California
$222K -$1.57K -13 -0.7%
EFMH
804
E Fund Management (HK)
Hong Kong
$220K +$15.2K +126 +7%
WA
805
Waddell & Associates
Tennessee
$220K +$8.71K +72 +4%
WG
806
Welch Group
Alabama
$219K – – –
RAM
807
Readystate Asset Management
Illinois
$218K +$229K +1,890 New
RCAG
808
Rehmann Capital Advisory Group
Michigan
$218K +$4.11K +34 +2%
GL
809
Gerber LLC
Ohio
$217K – – –
MNBTD
810
Moody National Bank Trust Division
Texas
$216K – – –
ICP
811
Interchange Capital Partners
Pennsylvania
$216K -$5.56K -46 -2%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$216K -$25.3K -209 -10%
RCA
813
Resonant Capital Advisors
Wisconsin
$215K +$225K +1,862 New
EBA
814
Eagle Bay Advisors
New York
$212K +$3.14K +26 +1%
BAM
815
Berkshire Asset Management
Pennsylvania
$209K +$219K +1,813 New
LFG
816
Larson Financial Group
Missouri
$209K +$38K +314 +21%
PCIA
817
Prime Capital Investment Advisors
Kansas
$209K +$219K +1,809 New
PAW
818
Plan A Wealth
Nebraska
$208K +$218K +1,804 New
BS
819
Banco Santander
Spain
$208K +$218K +1,802 New
FCM
820
Fire Capital Management
California
$208K +$218K +1,800 New
Jacobs Levy Equity Management
821
Jacobs Levy Equity Management
New Jersey
$208K +$218K +1,800 New
FOA
822
Five Oceans Advisors
California
$207K +$217K +1,793 New
KIA
823
KCM Investment Advisors
California
$205K +$214K +1,774 New
BCM
824
Bayesian Capital Management
New York
$205K +$214K +1,771 New
GVAG
825
Great Valley Advisor Group
Delaware
$204K +$213K +1,765 New