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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1201
Gryphon Financial Partners
Ohio
$4.88M +$206K +594 +6%
Luther King Capital Management (LKCM)
1202
Luther King Capital Management (LKCM)
Texas
$4.87M +$1.78M +5,125 +88%
IWA
1203
Icon Wealth Advisors
Texas
$4.86M +$1.31M +3,789 +53%
PCG
1204
Prosperity Consulting Group
Maryland
$4.86M +$749K +2,160 +25%
AWM
1205
Aviso Wealth Management
Washington
$4.86M -$118K -341 -3%
WBC
1206
West Branch Capital
Massachusetts
$4.86M +$301K +868 +9%
ZIG
1207
Zullo Investment Group
Pennsylvania
$4.85M +$20.5K +59 +0.5%
CWG
1208
Cornerstone Wealth Group
North Carolina
$4.81M +$112K +323 +3%
UWM
1209
Udine Wealth Management
Florida
$4.81M +$42.7K +123 +1%
CWM
1210
Challenger Wealth Management
California
$4.78M -$1.13M -3,272 -23%
HA
1211
Herold Advisors
New York
$4.78M -$120K -346 -3%
AWM
1212
Angeles Wealth Management
California
$4.77M +$81.2K +234 +2%
MMCM
1213
Murphy & Mullick Capital Management
New York
$4.77M +$112K +323 +3%
KFP
1214
Kerr Financial Planning
California
$4.77M +$3.91M +11,273 New
NWM
1215
Northwest Wealth Management
Iowa
$4.75M +$52.7K +152 +1%
RAM
1216
Riggs Asset Management
Pennsylvania
$4.74M +$1.7M +4,913 +85%
BCMLT
1217
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.74M -$64.9K -187 -2%
LA
1218
LVW Advisors
New York
$4.74M +$845K +2,437 +30%
SLC
1219
Second Line Capital
Louisiana
$4.74M +$667K +1,923 +22%
NFG
1220
Nadler Financial Group
Illinois
$4.73M +$6.24K +18 +0.2%
WP
1221
WealthPLAN Partners
Nebraska
$4.73M +$23.9K +69 +0.7%
RNC Capital Management
1222
RNC Capital Management
California
$4.73M -$25.3K -73 -0.7%
GCP
1223
GSA Capital Partners
United Kingdom
$4.72M +$756K +2,180 +26%
VAG
1224
VisionPoint Advisory Group
Texas
$4.72M +$1.53M +4,408 +71%
VWM
1225
Vivid Wealth Management
Iowa
$4.7M -$574K -1,654 -14%