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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
951
MTM Investment Management
South Carolina
$810K
MLA
952
My Legacy Advisors
Oregon
$809K +$848K +4,292 New
SFO
953
Stokes Family Office
Louisiana
$803K +$29.3K +148 +4%
MFW
954
Meristem Family Wealth
Minnesota
$796K -$342K -1,731 -29%
DAM
955
Delta Asset Management
Tennessee
$795K +$3.36K +17 +0.4%
Q
956
QVR
California
$793K +$831K +4,203 New
BG
957
Bollard Group
Massachusetts
$789K +$1.38K +7 +0.2%
PIA
958
Pinion Investment Advisors
Kansas
$788K -$246K -1,242 -23%
FUBT
959
First United Bank & Trust
Maryland
$787K -$6.92K -35 -0.8%
SFA
960
Sequoia Financial Advisors
Ohio
$786K +$41.7K +211 +5%
MFA
961
Mayflower Financial Advisors
Massachusetts
$779K +$32K +162 +4%
GIA
962
Guyasuta Investment Advisors
Pennsylvania
$778K
HCM
963
Howland Capital Management
Massachusetts
$776K +$34.8K +176 +4%
SVWAG
964
Sound View Wealth Advisors Group
Georgia
$775K -$145K -734 -15%
RCAMU
965
Rothschild & Co Asset Management US
Connecticut
$769K -$3.95K -20 -0.5%
CC
966
Corsicana & Co
Texas
$769K +$29.7K +150 +4%
SWM
967
Sendero Wealth Management
Texas
$768K -$204K -1,031 -20%
TFA
968
Teamwork Financial Advisors
Texas
$768K +$90.1K +456 +13%
Edgewood Management
969
Edgewood Management
Connecticut
$764K +$93.5K +473 +13%
WAP
970
Wealthcare Advisory Partners
Pennsylvania
$763K +$1.38K +7 +0.2%
BMCM
971
Burns Matteson Capital Management
New York
$762K +$47K +238 +6%
BSW
972
Buckingham Strategic Wealth
Missouri
$761K +$9.49K +48 +1%
SCF
973
Sante Capital Fund
Texas
$761K +$798K +4,036 New
GA
974
GoalVest Advisory
New York
$759K +$796K +4,027 New
TCB
975
Texas Capital Bancshares
Texas
$757K +$77.5K +392 +11%