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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
901
Bison Wealth
Georgia
$268K +$16.9K +140 +6%
AWA
902
Arkadios Wealth Advisors
Georgia
$267K +$105K +870 +56%
WT
903
Whittier Trust
California
$267K +$209K +1,730 +254%
AFM
904
Abbot Financial Management
Massachusetts
$263K +$50.7K +420 +21%
SS
905
Simplicity Solutions
Minnesota
$261K -$3.75M -31,020 -93%
CF
906
Centaurus Financial
California
$260K +$8.46K +70 +3%
ATC
907
Argent Trust Co
Tennessee
$259K – – –
PWM
908
Perigon Wealth Management
California
$258K +$141K +1,170 +101%
ARG
909
Advisory Resource Group
Oklahoma
$256K +$29K +240 +12%
SCM
910
Southport Capital Management
Tennessee
$256K +$59.2K +490 +27%
WA
911
Wealth Alliance
New York
$254K -$161K -1,330 -37%
BBI
912
Baxter Bros Inc
Connecticut
$254K -$12.1K -100 -4%
SW
913
StrongBox Wealth
Missouri
$253K -$2.42K -20 -0.9%
CCA
914
Column Capital Advisors
Indiana
$253K +$277K +2,290 New
QC
915
QCM Cayman
Texas
$252K -$975K -8,070 -78%
RM
916
Resource Management
Louisiana
$251K -$30.2K -250 -10%
CPO
917
Cerity Partners OCIO
New York
$249K +$1.21K +10 +0.4%
BPC
918
Banque Pictet & Cie
Switzerland
$249K +$272K +2,250 New
FHC
919
First Horizon Corporation
Tennessee
$248K -$231K -1,910 -46%
CCMT
920
CMT Capital Markets Trading
Germany
$248K +$271K +2,240 New
SEP
921
Southland Equity Partners
Missouri
$247K -$14.5K -120 -5%
LCWP
922
Legacy Capital Wealth Partners
Arkansas
$245K +$18.1K +150 +7%
RCM
923
RB Capital Management
Nevada
$245K +$267K +2,210 New
MTC
924
McDaniel Terry & Co
Texas
$243K – – –
SOW
925
State of Wyoming
Wyoming
$243K +$266K +2,200 New
35 36
37
38 39