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Name Holding Trade Value Shares
Change
Change in
Stake
CL
2126
CSS LLC
Illinois
$815K
BC
2127
Belmont Capital
California
$814K
TWM
2128
Tradition Wealth Management
Minnesota
$812K -$26.3K -548 -3%
SAM
2129
Secure Asset Management
Michigan
$811K +$25.7K +537 +4%
KWMG
2130
King Wealth Management Group
Florida
$811K +$623 +13 +0.1%
T
2131
TCWP
Ohio
$810K -$87.6K -1,828 -10%
LFA
2132
Lauterbach Financial Advisors
Texas
$807K
FBC
2133
Fairfield, Bush & Co
Connecticut
$806K +$3.16K +66 +0.4%
DSN
2134
D. Scott Neal
Kentucky
$805K -$28.5K -594 -4%
TIA
2135
Tiemann Investment Advisors
California
$805K +$50.2K +1,047 +7%
TCBWMS
2136
Texas Capital Bank Wealth Management Services
Texas
$804K +$21K +437 +3%
BOM
2137
Bank of Marin
California
$803K -$1.92K -40 -0.3%
BMA
2138
Brooks Moore & Associates
Tennessee
$803K +$41.3K +862 +6%
MWA
2139
Monograph Wealth Advisors
California
$803K +$126K +2,633 +20%
CSWG
2140
Cardinal Strategic Wealth Guidance
Kentucky
$801K -$5.32K -111 -0.7%
CCM
2141
Chickasaw Capital Management
Tennessee
$801K -$30.9K -645 -4%
WTFG
2142
Wells Trecaso Financial Group
Ohio
$800K -$10.4K -217 -1%
PAM
2143
Pegasus Asset Management
New York
$799K -$16.3K -340 -2%
IFAM
2144
Institutional & Family Asset Management
Colorado
$799K +$3.64K +76 +0.5%
BC
2145
Barrett & Company
Rhode Island
$799K
WWC
2146
Waypoint Wealth Counsel
Georgia
$795K +$744K +15,522 New
GAMC
2147
Garner Asset Management Corp
Texas
$795K -$4.17K -87 -0.6%
MCP
2148
Mirador Capital Partners
California
$795K +$1.29K +27 +0.2%
VC
2149
Vestor Capital
Illinois
$794K +$39K +813 +6%
SSW
2150
Smith Shellnut Wilson
Mississippi
$793K -$12.4K -258 -2%