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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
701
M Holdings Securities
Oregon
$17.3M +$17.1M +38,560 New
DWP
702
Destiny Wealth Partners
Florida
$17.3M +$227K +511 +1%
VA
703
VestGen Advisors
Illinois
$17.3M -$3.08M -6,957 -15%
Luther King Capital Management (LKCM)
704
Luther King Capital Management (LKCM)
Texas
$17.2M +$12.1M +27,386 +250%
Moneta Group Investment Advisors
705
Moneta Group Investment Advisors
Missouri
$17.2M -$1.06M -2,399 -6%
VC
706
Vestor Capital
Illinois
$17.1M -$12.7M -28,726 -93%
Brown Advisory
707
Brown Advisory
Maryland
$17M +$3.74M +8,428 +29%
FHA
708
Flagship Harbor Advisors
Massachusetts
$17M -$671K -1,513 -4%
EPW
709
Evolve Private Wealth
California
$16.9M +$16.6M +37,552 New
AC
710
Avestar Capital
New York
$16.9M +$1.18M +2,669 +8%
RPWA
711
Regent Peak Wealth Advisors
Georgia
$16.7M +$167K +376 +1%
Great Valley Advisor Group
712
Great Valley Advisor Group
Delaware
$16.7M -$817K -1,842 -5%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$16.6M +$6.9M +15,572 +73%
HCM
714
Hodges Capital Management
Texas
$16.5M -$1.42M -3,207 -8%
Larson Financial Group
715
Larson Financial Group
Missouri
$16.5M -$114K -258 -0.7%
JRPIM
716
Journey Retirement Planning & Investment Management
Idaho
$16.5M +$16.2M +36,628 New
Kingswood Wealth Advisors
717
Kingswood Wealth Advisors
California
$16.4M +$3.32M +7,494 +26%
First National Trust
718
First National Trust
Pennsylvania
$16.4M -$535K -1,207 -3%
Evercore Wealth Management
719
Evercore Wealth Management
New York
$16.4M +$2.73M +6,150 +20%
Smartleaf Asset Management
720
Smartleaf Asset Management
Massachusetts
$16.4M +$2.32M +5,232 +17%
AFP
721
Ausdal Financial Partners
Iowa
$16.3M +$2.08M +4,699 +15%
AWM
722
Accurate Wealth Management
Florida
$16.3M +$231K +521 +1%
AlTi Global
723
AlTi Global
New York
$16.2M -$7.22M -16,296 -31%
Liontrust Investment Partners
724
Liontrust Investment Partners
United Kingdom
$16.2M -$6.58M -14,853 -29%
NRG
725
Nemes Rush Group
Michigan
$16.1M +$617K +1,392 +4%