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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
701
Icon Wealth Partners
Texas
$779K -$288K -2,340 -31%
LC
702
Lindbrook Capital
California
$775K +$19.7K +160 +3%
RDWM
703
Red Door Wealth Management
Tennessee
$775K +$184K +1,490 +39%
XWM
704
Xcel Wealth Management
Florida
$767K -$123K -1,000 -16%
RI
705
Redwood Investments
Massachusetts
$764K -$107K -870 -14%
NGA
706
Naples Global Advisors
Florida
$752K – – –
Vanguard Personalized Indexing Management
707
Vanguard Personalized Indexing Management
California
$749K -$919K -7,460 -59%
9WM
708
9258 Wealth Management
Ohio
$747K -$33.3K -270 -5%
ACA
709
Aptus Capital Advisors
Alabama
$747K – – –
G
710
Gainplan
Michigan
$745K +$637K +5,170 New
BCM
711
Bayesian Capital Management
New York
$744K -$547K -4,440 -47%
BPA
712
Beacon Pointe Advisors
California
$741K +$260K +2,110 +71%
BCV
713
Banque Cantonale Vaudoise
Switzerland
$739K -$18.5K -150 -3%
DA
714
DCM Advisors
New York
$735K +$620K +5,030 New
BWM
715
Buckley Wealth Management
Nevada
$730K – – –
FMW
716
Farr Miller & Washington
District of Columbia
$730K – – –
FPCP
717
Fort Point Capital Partners
California
$730K – – –
RC
718
RBF Capital
California
$730K – – –
CWM
719
Circle Wealth Management
New Jersey
$729K +$121K +980 +24%
ASC
720
Atalanta Sosnoff Capital
New York
$728K +$71.5K +580 +13%
AW
721
ACG Wealth
Georgia
$725K +$19.7K +160 +3%
AAF
722
Andra AP-fonden
Sweden
$725K +$493K +4,000 New
CCA
723
Checchi Capital Advisers
California
$723K +$11.1K +90 +2%
FNBT
724
FineMark National Bank & Trust
Florida
$720K +$6.16K +50 +1%
FCB
725
First Command Bank
Texas
$719K – – –