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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
876
Texas Capital Bank Wealth Management Services
Texas
$769K +$59.9K +456 +8%
DWM
877
Dakota Wealth Management
Florida
$764K +$45.3K +345 +6%
DWM
878
Destination Wealth Management
California
$759K +$140K +1,065 +20%
BOJHT
879
Bank of Jackson Hole Trust
Wyoming
$758K +$8.67K +66 +1%
IA
880
Inspire Advisors
Idaho
$757K +$251K +1,910 +43%
GAMC
881
Garner Asset Management Corp
Texas
$756K +$106K +806 +14%
7WCP
882
71 West Capital Partners
Massachusetts
$755K +$84.8K +645 +11%
TGAM
883
TBH Global Asset Management
Tennessee
$755K -$10.1K -77 -1%
EWP
884
Equity Wealth Partners
Missouri
$754K +$23K +175 +3%
BWA
885
Basecamp Wealth Advisors
Washington
$752K -$2.37K -18 -0.3%
WC
886
Whitney & Co
New York
$752K – – –
WG
887
WMS Group
Louisiana
$752K -$2.63K -20 -0.3%
TA
888
TFB Advisors
Kansas
$751K -$84.8K -645 -9%
RFM
889
Royal Fund Management
Florida
$750K +$599K +4,557 +258%
AG
890
Ascent Group
Virginia
$750K +$33.6K +256 +4%
V
891
ViaWealth
Kansas
$745K -$25K -190 -3%
SIA
892
Soltis Investment Advisors
Utah
$744K -$5.52K -42 -0.7%
HH
893
Hilltop Holdings
Texas
$741K -$1.35M -10,290 -62%
ATPW
894
Ashton Thomas Private Wealth
Arizona
$739K +$38.9K +296 +5%
SH
895
SLT Holdings
Arizona
$738K +$73.8K +562 +10%
FT
896
Fiduciary Trust
Massachusetts
$736K -$86.1K -655 -10%
TCM
897
Tuttle Capital Management
Connecticut
$735K +$814K +6,197 New
CNWM
898
Clay Northam Wealth Management
California
$733K -$1.18K -9 -0.1%
MWM
899
Moran Wealth Management
Florida
$733K +$323K +2,461 +66%
PCM
900
Prelude Capital Management
New York
$733K +$629K +4,785 +344%