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Name Holding Trade Value Shares
Change
Change in
Stake
IC
951
Inscription Capital
Texas
$296K +$327K +2,180 New
SEP
952
Southland Equity Partners
Missouri
$296K -$7.49K -50 -2%
AWE
953
Avidian Wealth Enterprises
Texas
$294K +$25.5K +170 +9%
FNC
954
First National Corp
Massachusetts
$294K +$325K +2,170 New
RC
955
RegentAtlantic Capital
New Jersey
$293K -$5.99K -40 -2%
Rafferty Asset Management
956
Rafferty Asset Management
New York
$293K +$324K +2,160 New
TWM
957
Triton Wealth Management
Arizona
$292K – – –
MTC
958
McDaniel Terry & Co
Texas
$291K – – –
SIMG
959
Stephens Investment Management Group
Texas
$290K -$135K -900 -30%
CAM
960
Carret Asset Management
New York
$290K -$3K -20 -0.9%
FMTC
961
Farmers & Merchants Trust Company
California
$290K +$52.4K +350 +20%
BCM
962
Bourgeon Capital Management
Connecticut
$289K – – –
CFA
963
Capstone Financial Advisors
Illinois
$289K – – –
EDRH
964
Edmond de Rothschild Holding
Switzerland
$288K +$100K +670 +46%
KPW
965
Kore Private Wealth
New York
$287K -$123K -820 -28%
LWIC
966
Leith Wheeler Investment Counsel
British Columbia, Canada
$287K – – –
CPO
967
Cerity Partners OCIO
New York
$286K – – –
PA
968
PSI Advisors
Florida
$285K – – –
AIM
969
Anchor Investment Management
South Carolina
$283K -$37.5K -250 -11%
CAM
970
Cypress Asset Management
Texas
$283K – – –
SIA
971
SkyView Investment Advisors
New Jersey
$281K +$309K +2,060 +20,600%
SFS
972
Summit Financial Strategies
Ohio
$279K – – –
EH
973
Equitable Holdings
New York
$278K +$307K +2,050 New
KFP
974
KB Financial Partners
New Jersey
$277K +$19.5K +130 +7%
PFA
975
Professional Financial Advisors
Nebraska
$275K +$304K +2,030 New