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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Dynasty Wealth Management
Florida
$856K +$825K +10,971 New
HH
727
Hilltop Holdings
Texas
$855K +$188K +2,507 +30%
FCI
728
Financial Counselors Inc
Kansas
$843K +$38.8K +516 +5%
SC
729
Sapient Capital
Indiana
$840K -$1.88K -25 -0.2%
FPF
730
First Pacific Financial
Washington
$839K +$20K +266 +3%
CWP
731
Core Wealth Partners
California
$838K +$2.33K +31 +0.3%
WB
732
WesBanco Bank
West Virginia
$837K -$70.7K -940 -8%
FMWA
733
Forvis Mazars Wealth Advisors
Missouri
$833K +$14.1K +188 +2%
PIM
734
Plato Investment Management
Australia
$829K
STA
735
Summit Trail Advisors
New York
$829K -$8.12K -108 -1%
LIA
736
LBMC Investment Advisors
Tennessee
$829K
PP
737
Patron Partners
Texas
$828K +$1.8K +24 +0.2%
ECM
738
Everence Capital Management
Indiana
$824K -$1.06M -14,100 -57%
SIA
739
Schechter Investment Advisors
Michigan
$824K +$367K +4,888 +86%
CA
740
Cullinan Associates
Kentucky
$824K
USAA
741
United Services Automobile Association
Texas
$819K -$293K -3,900 -27%
HVIA
742
Hudson Valley Investment Advisors
New York
$816K -$108K -1,435 -12%
PAM
743
Panagora Asset Management
Massachusetts
$816K -$226 -3 -0%
BFA
744
Bragg Financial Advisors
North Carolina
$815K -$10.4K -139 -1%
APC
745
Aspire Private Capital
North Carolina
$808K +$17.6K +234 +2%
CCIA
746
Cherry Creek Investment Advisors
Colorado
$807K +$5.11K +68 +0.7%
BCM
747
Brown Capital Management
Maryland
$804K
FWI
748
Facet Wealth Inc
Maryland
$801K -$11.4K -152 -1%
SCM
749
Stevens Capital Management
Pennsylvania
$796K -$137K -1,818 -15%
WT
750
Whittier Trust
California
$796K +$125K +1,659 +19%