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Name Holding Trade Value Shares
Change
Change in
Stake
RB
1051
Renasant Bank
Mississippi
$403K +$1.26K +14 +0.3%
KMWM
1052
Keudell/Morrison Wealth Management
Oregon
$401K -$16.3K -182 -4%
WA
1053
Wealth Architects
California
$401K
PA
1054
Procyon Advisors
Connecticut
$400K +$88.1K +981 +30%
ECM
1055
Elgethun Capital Management
South Dakota
$393K +$83.8K +934 +28%
VC
1056
Veracity Capital
Georgia
$393K -$11K -123 -3%
SPP
1057
Single Point Partners
Massachusetts
$393K +$379K +4,223 New
FFA
1058
First Foundation Advisors
California
$392K -$1.04M -11,625 -73%
Capstone Investment Advisors
1059
Capstone Investment Advisors
New York
$390K -$16.2M -180,099 -98%
MPCG
1060
Matrix Private Capital Group
New York
$389K -$14.7K -164 -4%
MGIA
1061
Moneta Group Investment Advisors
Missouri
$387K +$62.9K +701 +20%
RDWM
1062
Red Door Wealth Management
Tennessee
$385K +$32.3K +360 +10%
SMC
1063
Smith, Moore & Co
Missouri
$385K -$2.06K -23 -0.6%
BAM
1064
Berkshire Asset Management
Pennsylvania
$384K +$370K +4,125 New
CL
1065
Choreo LLC
Illinois
$382K +$368K +4,103 New
BWM
1066
Baron Wealth Management
Michigan
$381K +$80.2K +893 +28%
SF
1067
Synovus Financial
Georgia
$381K +$24K +267 +7%
FCH
1068
Freestone Capital Holdings
Washington
$380K +$106K +1,182 +41%
MHR
1069
Matthew Hamilton Rosenberg
$378K -$5.83K -65 -2%
1IA
1070
1620 Investment Advisors
Massachusetts
$377K +$6.55K +73 +2%
ACM
1071
Alta Capital Management
Utah
$376K
WPP
1072
Whalerock Point Partners
Rhode Island
$375K
LAM
1073
Lountzis Asset Management
Pennsylvania
$374K +$361K +4,020 New
JF
1074
Jump Financial
Illinois
$372K -$8.49M -94,597 -96%
AS
1075
AM Squared
Hong Kong
$372K