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Name Holding Trade Value Shares
Change
Change in
Stake
BFWM
1001
Bright Futures Wealth Management
New York
$916K +$963K +5,383 New
SHFA
1002
SS&H Financial Advisors
Michigan
$916K +$89.4K +500 +10%
OC
1003
Oakworth Capital
Alabama
$915K +$14.7K +82 +1%
VT
1004
Vise Technologies
New York
$913K +$391K +2,189 +64%
SF
1005
Synovus Financial
Georgia
$908K -$141K -789 -12%
PTC
1006
Philadelphia Trust Company
Pennsylvania
$907K -$29.5K -165 -3%
MP
1007
McDonald Partners
Ohio
$905K
AWA
1008
Arkadios Wealth Advisors
Georgia
$902K +$87.5K +489 +10%
SPF
1009
South Plains Financial
Texas
$898K +$986K +5,514 New
UBP
1010
Union Bancaire Privee
Switzerland
$898K +$980K +5,477 New
IIC
1011
Ironwood Investment Counsel
Arizona
$893K -$46K -257 -4%
HFO
1012
Heritage Family Offices
Arizona
$886K +$3.22K +18 +0.3%
FRA
1013
Frank Rimerman Advisors
California
$879K +$49.2K +275 +5%
PPA
1014
Pacific Point Advisors
California
$878K +$912K +5,100 New
PPWP
1015
Premier Path Wealth Partners
New Jersey
$878K -$16.1K -90 -2%
CIP
1016
Capital Insight Partners
Arizona
$877K +$86K +481 +10%
RMCM
1017
Reynders McVeigh Capital Management
Massachusetts
$876K -$36.7K -205 -4%
OWA
1018
Outlook Wealth Advisors
Texas
$875K +$385K +2,153 +67%
GL
1019
Graypoint LLC
New York
$870K -$136K -760 -12%
BSI
1020
Bennett Selby Investments
Maine
$868K +$5.01K +28 +0.5%
WAG
1021
Wallace Advisory Group
California
$868K +$8.58K +48 +1%
SPA
1022
Sherbrooke Park Advisers
New York
$868K +$952K +5,325 New
OWCM
1023
One Wealth Capital Management
Arizona
$864K +$948K +5,302 New
LJHT
1024
Laurie J. Hall Trustee
$860K
CAG
1025
Csenge Advisory Group
Florida
$859K +$6.97K +39 +0.7%