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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1076
Obermeyer Wealth Partners
Colorado
$352K -$7.35K -44 -2%
RPC
1077
Rossmore Private Capital
Connecticut
$352K +$58.5K +350 +17%
VWM
1078
Valley Wealth Managers
New Jersey
$351K
RB
1079
Renasant Bank
Mississippi
$350K -$16.5K -99 -4%
PFPT
1080
Pinnacle Financial Partners (Tennessee)
Tennessee
$350K -$6.18K -37 -2%
TA
1081
Tectonic Advisors
Texas
$349K
BAM
1082
Beaumont Asset Management
Texas
$348K +$393K +2,353 New
MCWS
1083
McKinley Carter Wealth Services
West Virginia
$347K +$8.52K +51 +2%
RP
1084
Rowlandmiller & Partners
Georgia
$346K +$16.9K +101 +5%
AWA
1085
Arete Wealth Advisors
Illinois
$346K +$390K +2,336 New
HNWAG
1086
High Net Worth Advisory Group
Florida
$344K
YC
1087
Yarbrough Capital
Tennessee
$344K
APA
1088
Astoria Portfolio Advisors
New York
$341K -$50.3K -301 -12%
NWMG
1089
National Wealth Management Group
Ohio
$340K +$384K +2,296 New
MM
1090
MQS Management
New York
$339K +$382K +2,288 New
PAM
1091
Peak Asset Management
Colorado
$338K
B
1092
Barings
North Carolina
$337K -$20.4K -122 -5%
CAM
1093
Concorde Asset Management
Michigan
$336K +$378K +2,264 New
TFM
1094
TFC Financial Management
Massachusetts
$333K +$43.5K +260 +13%
FAM
1095
Fenimore Asset Management
New York
$332K
BJL
1096
Brighton Jones LLC
Washington
$332K +$68.9K +412 +23%
PCA
1097
Peddock Capital Advisors
Massachusetts
$330K
CFA
1098
Compass Financial Advisors
Indiana
$326K
FFC
1099
Fure Financial Corporation
Minnesota
$326K
RCA
1100
Resonant Capital Advisors
Wisconsin
$325K -$42K -251 -10%