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Name Holding Trade Value Shares
Change
Change in
Stake
CK
1026
Cohen Klingenstein
New York
$768K
TCB
1027
Texas Capital Bancshares
Texas
$762K +$14.8K +89 +2%
BFIM
1028
Beese Fulmer Investment Management
Ohio
$761K -$71.4K -429 -9%
MYIA
1029
Mount Yale Investment Advisors
Colorado
$757K +$82K +493 +13%
RAM
1030
Readystate Asset Management
Illinois
$757K +$226K +1,359 +45%
DAM
1031
Diamant Asset Management
Connecticut
$756K +$49.9K +300 +7%
PRWA
1032
Platte River Wealth Advisors
Colorado
$746K -$61.6K -370 -8%
MLA
1033
My Legacy Advisors
Oregon
$744K -$28.3K -170 -4%
BC
1034
Burney Company
Virginia
$742K +$8.82K +53 +1%
YC
1035
Yarbrough Capital
Tennessee
$740K
TA
1036
TFG Advisers
Michigan
$733K -$71.1K -427 -9%
LSA
1037
Leonteq Securities AG
Switzerland
$731K -$29.1K -175 -4%
RCA
1038
Roberts Capital Advisors
Colorado
$727K
PFG
1039
Prosperity Financial Group
California
$723K -$27.6K -166 -4%
RPC
1040
Rossmore Private Capital
Connecticut
$721K +$140K +840 +25%
MPPW
1041
Mitchell & Pahl Private Wealth
Oklahoma
$718K -$832 -5 -0.1%
GWMR
1042
GC Wealth Management RIA
Massachusetts
$714K +$2.33K +14 +0.3%
BTWM
1043
Baker Tilly Wealth Management
Wisconsin
$713K -$1.74M -10,460 -72%
CA
1044
Continuum Advisory
Idaho
$713K +$27K +162 +4%
CIA
1045
Choate Investment Advisors
Massachusetts
$712K -$33.6K -202 -5%
NC
1046
NovaPoint Capital
Georgia
$708K -$46.9K -282 -6%
HCP
1047
Holt Capital Partners
Texas
$707K -$6.66K -40 -1%
FIM
1048
Freedom Investment Management
Connecticut
$705K +$87.9K +528 +15%
PRC
1049
Pearl River Capital
Michigan
$705K -$1.39M -8,352 -67%
GT
1050
Glenview Trust
Kentucky
$700K +$92.9K +558 +16%