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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
801
Baader Bank Aktiengesellschaft
Germany
$240K +$2.08K +26 +0.9%
PSP
802
Pacific Sage Partners
Washington
$240K
TWA
803
TCI Wealth Advisors
Arizona
$239K +$229K +2,857 New
RSWM
804
Robertson Stephens Wealth Management
California
$238K -$74.9K -937 -25%
VFA
805
Valeo Financial Advisors
Indiana
$238K -$560 -7 -0.2%
SCM
806
Sterling Capital Management
North Carolina
$237K +$227K +2,839 New
PGFC
807
Peapack-Gladstone Financial Corp
New Jersey
$237K
Luther King Capital Management (LKCM)
808
Luther King Capital Management (LKCM)
Texas
$237K +$3.28K +41 +1%
DWT
809
Dorsey & Whitney Trust
South Dakota
$237K +$226K +2,828 New
BCM
810
Brookstone Capital Management
Illinois
$236K -$11.7K -146 -5%
EE
811
EWG Elevate
California
$236K +$800 +10 +0.4%
EWM
812
Evercore Wealth Management
New York
$236K
RRCM
813
Rappaport Reiches Capital Management
Illinois
$235K +$160 +2 +0.1%
LFAS
814
Level Four Advisory Services
Texas
$235K +$13.9K +174 +7%
GCM
815
Gallacher Capital Management
Colorado
$234K
HCM
816
Howland Capital Management
Massachusetts
$234K +$4.48K +56 +2%
FA
817
FC Advisory
Pennsylvania
$234K +$1.84K +23 +0.8%
PG
818
Patten Group
Tennessee
$234K -$73.7K -922 -25%
EP
819
Edgestream Partners
New Jersey
$233K -$3.44K -43 -2%
VT
820
Vise Technologies
New York
$232K +$222K +2,776 New
Kovitz Investment Group Partners
821
Kovitz Investment Group Partners
Illinois
$232K +$645K +8,070 New
CAGAS
822
Capital Advisory Group Advisory Services
Minnesota
$231K +$1.6K +20 +0.7%
DFA
823
Davies Financial Advisors
California
$231K +$160 +2 +0.1%
NCTC
824
New Covenant Trust Company
Indiana
$231K
FWM
825
Fortress Wealth Management
California
$230K +$560 +7 +0.3%