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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SVB Wealth
Massachusetts
$336K -$67.7K -1,021 -17%
KCM
802
KRS Capital Management
Michigan
$335K -$20.9K -315 -6%
TCBWMS
803
Texas Capital Bank Wealth Management Services
Texas
$334K +$336K +5,060 New
BCA
804
Bay Colony Advisors
Massachusetts
$334K +$146K +2,200 +77%
CC
805
Callan Capital
California
$331K +$7.56K +114 +2%
FPAS
806
Focus Partners Advisor Solutions
Missouri
$331K +$98.5K +1,485 +42%
CNWM
807
Clay Northam Wealth Management
California
$331K -$22.6K -340 -6%
WP
808
Westmount Partners
California
$329K +$8.96K +135 +3%
LA
809
LM Advisors
California
$329K +$5.37K +81 +2%
OFG
810
Oxford Financial Group
Indiana
$329K +$65.4K +986 +25%
OS
811
Objectivity Squared
South Carolina
$328K +$19.9K +300 +7%
CWA
812
Clarity Wealth Advisors
California
$328K – – –
WAP
813
Wealthcare Advisory Partners
Pennsylvania
$326K +$39.2K +591 +14%
FCAS
814
First Command Advisory Services
Texas
$325K – – –
GL
815
Graypoint LLC
New York
$324K +$326K +4,912 New
KWS
816
Keystone Wealth Services
California
$323K +$324K +4,888 New
RI
817
Ridgewood Investments
New Jersey
$321K +$83.8K +1,263 +35%
HCM
818
Howland Capital Management
Massachusetts
$320K +$322K +4,850 New
EAM
819
Evanson Asset Management
California
$319K -$346K -5,213 -52%
WJWM
820
Williams Jones Wealth Management
New York
$318K +$320K +4,818 New
MIM
821
Montgomery Investment Management
Maryland
$317K – – –
JWM
822
JGP Wealth Management
Oregon
$316K -$11.9K -180 -4%
BFC
823
Bedel Financial Consulting
Indiana
$315K +$316K +4,763 New
CP
824
Castleview Partners
Texas
$314K +$314K +4,741 +39,508%
GCAC
825
Guardian Capital Advisors (Canada)
Ontario, Canada
$313K -$34.8K -525 -10%
31 32
33
34 35