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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
$2.14M +$6.1K +141 +0.3%
AWP
1102
Ascent Wealth Partners
New York
$2.14M -$39.9K -922 -2%
TAM
1103
Trust Asset Management
Texas
$2.13M
DEM
1104
Disciplined Equity Management
Florida
$2.13M -$203K -4,685 -9%
VNIM
1105
Vaughan Nelson Investment Management
Texas
$2.13M
LFG
1106
Larson Financial Group
Missouri
$2.11M +$91.8K +2,120 +5%
WOC
1107
West Oak Capital
California
$2.1M +$76K +1,755 +4%
VAS
1108
Vestmark Advisory Solutions
Massachusetts
$2.1M +$1.58M +36,470 +323%
SW
1109
SVB Wealth
Massachusetts
$2.1M -$329K -7,590 -14%
CCFM
1110
Clear Creek Financial Management
Washington
$2.09M -$117K -2,700 -5%
ONSWM
1111
Old North State Wealth Management
North Carolina
$2.08M +$29.8K +688 +1%
SNBOSCI
1112
Security National Bank of Sioux City Iowa
Iowa
$2.08M -$11.4K -263 -0.6%
ZIG
1113
Zullo Investment Group
Pennsylvania
$2.08M +$14.4K +332 +0.7%
PP
1114
Pacifica Partners
Canada
$2.08M +$499K +11,526 +32%
SM
1115
Salzhauer Michael
$2.07M +$82.2K +1,900 +34%
ZIG
1116
Zuckerman Investment Group
Illinois
$2.06M -$30.4K -703 -1%
MA
1117
MONECO Advisors
Connecticut
$2.06M +$32.4K +749 +2%
MYIA
1118
Mount Yale Investment Advisors
Colorado
$2.05M +$1.73M +40,063 +600%
NS
1119
NBC Securities
Alabama
$2.04M -$1.04M -23,926 -34%
ONST
1120
Old North State Trust
North Carolina
$2.03M +$906K +20,939 +83%
First Manhattan
1121
First Manhattan
New York
$2.03M -$186K -4,292 -9%
BB
1122
Burford Brothers
Texas
$2.02M +$73K +1,687 +4%
LA
1123
LVW Advisors
New York
$2.02M -$176K -4,058 -8%
Financial Engines Advisors
1124
Financial Engines Advisors
California
$2.01M +$154K +3,563 +8%
SIG
1125
Sky Investment Group
Connecticut
$2.01M -$29.2K -674 -1%