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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
751
Texas Capital Bank Wealth Management Services
Texas
$407K – – –
SSWM
752
Sheets Smith Wealth Management
North Carolina
$407K +$1.42K +5 +0.3%
TA
753
Tectonic Advisors
Texas
$404K – – –
VWM
754
Venturi Wealth Management
Texas
$401K +$3.7K +13 +0.9%
MFG
755
Merit Financial Group
Georgia
$400K +$446K +1,565 New
TPCW
756
TD Private Client Wealth
New York
$396K +$413K +1,452 +145,200%
BW
757
BIP Wealth
Georgia
$395K -$42.7K -150 -9%
TI
758
TTP Investments
California
$395K -$9.39K -33 -2%
FNT
759
First National Trust
Pennsylvania
$389K -$7.4K -26 -2%
MC
760
Machina Capital
France
$387K -$712K -2,501 -64%
SPIS
761
Steward Partners Investment Solutions
Oregon
$384K +$401K +1,409 New
MFIM
762
Mesirow Financial Investment Management
Illinois
$383K -$5.12K -18 -1%
TFA
763
Toth Financial Advisory
Virginia
$382K -$377K -1,325 -49%
MM
764
MQS Management
New York
$379K +$395K +1,389 New
KeyBank National Association
765
KeyBank National Association
Ohio
$378K -$93.1K -327 -19%
CWP
766
Concord Wealth Partners
Virginia
$375K +$220K +774 +129%
MIH
767
Meitav Investment House
Israel
$372K -$10.2K -36 -3%
CCIA
768
Campbell & Co Investment Adviser
Maryland
$370K -$1.53M -5,380 -80%
GLA
769
Great Lakes Advisors
Illinois
$370K -$152K -533 -28%
AG
770
Algert Global
California
$368K +$385K +1,351 New
BPCE
771
Bank Pictet & Cie (Europe)
Germany
$367K -$223K -783 -37%
MAM
772
Morse Asset Management
Connecticut
$367K -$245K -860 -39%
SQA
773
Simon Quick Advisors
New Jersey
$365K +$113K +396 +42%
CIS
774
Custom Index Systems
New York
$364K -$5.12K -18 -1%
BTI
775
Blue Trust Inc
Georgia
$362K +$243K +854 +181%