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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
926
Montecito Bank & Trust
California
$897K +$148K +650 +19%
VF
927
Vest Financial
Virginia
$894K +$91.2K +401 +11%
QWP
928
Quotient Wealth Partners
Texas
$888K -$174K -764 -16%
BPW
929
Bingham Private Wealth
California
$886K +$913K +4,015 New
AFT
930
Alpha Family Trust
California
$877K – – –
ONST
931
Old North State Trust
North Carolina
$877K +$76.2K +335 +9%
FHA
932
Flagship Harbor Advisors
Massachusetts
$870K +$70.7K +311 +9%
FFA
933
Farther Finance Advisors
California
$870K +$37.3K +164 +4%
BFWM
934
Bright Futures Wealth Management
New York
$868K -$96.7K -425 -10%
LWMM
935
Legacy Wealth Management (Mississippi)
Mississippi
$855K – – –
SC
936
Syon Capital
California
$852K -$27.7K -122 -3%
EH
937
Equitable Holdings
New York
$851K +$145K +637 +20%
IAN
938
Integrated Advisors Network
Texas
$850K -$68.9K -303 -7%
PWMG
939
Pinnacle Wealth Management Group
Michigan
$850K – – –
SFFS
940
Stonehage Fleming Financial Services
Jersey
$838K -$227 -1 -0%
LCGC
941
Legacy Capital Group California
California
$837K -$21.6K -95 -2%
BOS
942
Bank of Stockton
California
$828K -$47.1K -207 -5%
SIG
943
Stonegate Investment Group
Alabama
$828K -$26.2K -115 -3%
GSC
944
Ground Swell Capital
South Carolina
$826K +$851K +3,743 New
MC
945
Moors & Cabot
Massachusetts
$815K +$12.1K +53 +1%
ECM
946
Evergreen Capital Management
Washington
$814K +$79.6K +350 +10%
JCIA
947
Jackson Creek Investment Advisors
Colorado
$814K +$47.3K +208 +6%
UBP
948
Union Bancaire Privee
Switzerland
$813K +$841K +3,697 New
NCM
949
Narwhal Capital Management
Georgia
$807K +$408K +1,792 +96%
A
950
AlphaQuest
New York
$805K +$121K +532 +17%