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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1151
Viewpoint Capital Management
Washington
$886K -$200K -8,064 -16%
SAM
1152
Silvercrest Asset Management
New York
$885K -$11K -445 -1%
FFB
1153
First Financial Bankshares
Texas
$885K +$149K +6,000 +16%
QWP
1154
Quotient Wealth Partners
Texas
$883K -$92K -3,708 -8%
EWS
1155
Evergreen Wealth Solutions
Pennsylvania
$882K +$164K +6,617 +23%
BIAS
1156
Beacon Investment Advisory Services
New Jersey
$882K +$181K +7,311 +21%
WJWM
1157
Williams Jones Wealth Management
New York
$881K -$55.4K -2,232 -5%
MNBTD
1158
Moody National Bank Trust Division
Texas
$880K -$109K -4,379 -9%
RFA
1159
Rollins Financial Advisors
New York
$878K +$243K +9,773 +30%
RWFS
1160
Rayburn West Financial Services
Tennessee
$877K -$3.62K -146 -0.3%
EP
1161
Evelyn Partners
$871K +$1.04M +42,090 New
CFP
1162
Catalyst Financial Partners
Massachusetts
$871K -$25.4K -1,023 -2%
CFO
1163
CVA Family Office
Colorado
$868K -$111K -4,463 -10%
IIM
1164
Ipswich Investment Management
Massachusetts
$867K
HHCP
1165
Hilton Head Capital Partners
South Carolina
$867K +$1.17K +47 +0.1%
BF
1166
Brucke Financial
Indiana
$866K +$97.6K +3,931 +10%
IHL
1167
Investment House LLC
California
$862K -$127K -5,120 -11%
CFG
1168
Capital Financial Group
Colorado
$858K +$601K +24,232 +141%
AIM
1169
Axiom Investment Management
New York
$858K +$705K +28,409 +218%
AIM
1170
Advyzon Investment Management
Illinois
$854K +$177K +7,113 +21%
LIM
1171
Leavell Investment Management
Alabama
$854K -$115K -4,651 -10%
EF
1172
Exeter Financial
Arizona
$853K -$7.22K -291 -0.7%
SWM
1173
Spire Wealth Management
Virginia
$852K +$101K +4,068 +11%
DWT
1174
Dorsey & Whitney Trust
South Dakota
$852K -$84.3K -3,397 -8%
CCA
1175
Checchi Capital Advisers
California
$850K -$125K -5,050 -11%