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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1851
Perennial Investment Advisors
California
$548K +$68.3K +3,167 +14%
TCBWMS
1852
Texas Capital Bank Wealth Management Services
Texas
$547K -$809K -37,528 -60%
HTHT
1853
Hemenway Trust Hemenway Trust
New Hampshire
$547K +$87K +4,034 +19%
LNWTC
1854
Laird Norton Wetherby Trust Company
Washington
$547K +$543K +25,184 New
WDG
1855
Wealth Dimensions Group
Ohio
$547K +$543K +25,196 New
MFGM
1856
Marshall Financial Group (Maryland)
Maryland
$546K +$542K +25,153 New
FNC
1857
First National Corp
Massachusetts
$545K -$11.9K -550 -2%
QT
1858
Quantbot Technologies
New York
$545K +$535K +24,792 +7,490%
LCM
1859
Laurion Capital Management
New York
$544K -$6.52M -302,518 -92%
RWA
1860
Redhawk Wealth Advisors
Minnesota
$542K -$41K -1,900 -7%
TFGT
1861
TS Financial Group (TSFG)
Illinois
$542K +$31.3K +1,451 +6%
PFO
1862
Pathstone Family Office
New Jersey
$542K +$58.9K +2,730 +12%
AWM
1863
Altavista Wealth Management
North Carolina
$541K -$75K -3,479 -12%
CG
1864
Clarus Group
Texas
$540K +$535K +24,802 New
TW
1865
Towerpoint Wealth
California
$539K +$20.8K +966 +4%
WP
1866
WealthShield Partners
North Carolina
$538K -$314K -14,572 -37%
BI
1867
Ballast Inc
Kentucky
$535K -$5.87K -272 -1%
GC
1868
Gilbert & Cook
Iowa
$534K +$47.8K +2,218 +10%
CCG
1869
Chatham Capital Group
Georgia
$533K +$712 +33 +0.1%
OBGC
1870
O'Brien Greene & Co
Pennsylvania
$529K +$244K +11,304 +87%
SWP
1871
ShoreHaven Wealth Partners
New Jersey
$529K +$526K +24,370 New
SP
1872
Successful Portfolios
Florida
$528K +$7.33K +340 +1%
BOS
1873
Bank of Stockton
California
$527K -$40.8K -1,894 -7%
PWM
1874
Paulson Wealth Management
Illinois
$526K +$47.6K +2,207 +10%
CRC
1875
Curi RMB Capital
Illinois
$524K -$97.8K -4,535 -16%