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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1151
Dividend Assets Capital
South Carolina
$280K
AFG
1152
Albion Financial Group
Utah
$278K
PGIM
1153
Pacific Global Investment Management
California
$278K
MGIA
1154
Moneta Group Investment Advisors
Missouri
$278K +$27.6K +165 +10%
FWM
1155
FFT Wealth Management
Pennsylvania
$277K +$312K +1,867 New
LP
1156
LGL Partners
Pennsylvania
$277K +$312K +1,867 New
FNBT
1157
FineMark National Bank & Trust
Florida
$276K +$5.68K +34 +2%
EW
1158
Evoke Wealth
California
$275K -$62.2K -372 -17%
KWM
1159
Kolinsky Wealth Management
New Jersey
$274K +$9.86K +59 +3%
BAAM
1160
Baker Avenue Asset Management
California
$273K -$93.8K -561 -23%
FBB
1161
Fulton Breakefield Broenniman
Maryland
$273K -$6.35K -38 -2%
CWP
1162
Curated Wealth Partners
California
$273K
RCM
1163
RB Capital Management
Nevada
$273K +$308K +1,841 New
BFA
1164
Buttonwood Financial Advisors
Maryland
$271K +$9.19K +55 +3%
MBT
1165
Montecito Bank & Trust
California
$270K -$58.7K -351 -16%
IIA
1166
ICW Investment Advisors
Arizona
$270K +$14.4K +86 +5%
IIM
1167
Ipswich Investment Management
Massachusetts
$268K -$8.36K -50 -3%
CA
1168
CGN Advisors
Kansas
$268K +$6.02K +36 +2%
EWM
1169
Empirical Wealth Management
Washington
$268K +$15.5K +93 +5%
KF
1170
Krilogy Financial
Missouri
$266K -$38.3K -229 -11%
NRW
1171
Nova R Wealth
Kansas
$266K +$13.5K +81 +5%
CMS
1172
Capital Market Strategies
Florida
$264K -$10.5K -63 -3%
WCM
1173
Wallace Capital Management
Texas
$264K
GIA
1174
Gateway Investment Advisers
Ohio
$263K -$36.6K -219 -11%
CPO
1175
Cerity Partners OCIO
New York
$263K +$13.7K +82 +5%