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Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
2701
Heritage Wealth Management (Arizona)
Arizona
$4.54M +$217K +1,471 +5%
VC
2702
Veracity Capital
Georgia
$4.54M -$4.95M -33,641 -51%
RS
2703
Robeco Schweiz
Switzerland
$4.53M +$4.71M +32,000 New
FA
2704
Fermata Advisors
California
$4.53M +$2M +13,567 +74%
GCP
2705
GSA Capital Partners
United Kingdom
$4.51M -$1.04M -7,033 -18%
ACP
2706
Aveo Capital Partners
Colorado
$4.5M +$939K +6,379 +25%
SWA
2707
Sax Wealth Advisors
New Jersey
$4.5M +$6.04K +41 +0.1%
CIM
2708
Cambria Investment Management
California
$4.5M -$193K -1,312 -4%
CIP
2709
Cornerstone Investment Partners
Georgia
$4.5M -$57.1M -388,135 -92%
SBF
2710
Sara-Bay Financial
Florida
$4.48M -$96.9K -658 -2%
OF
2711
Outfitter Financial
Maine
$4.48M -$35.3K -240 -0.8%
WW
2712
Westshore Wealth
California
$4.48M -$2.69M -18,246 -37%
PBF
2713
Petix & Botte Financial
California
$4.47M +$2.5M +16,992 +116%
FNBOH
2714
First National Bank of Hutchinson
Kansas
$4.47M -$289K -1,966 -6%
Balyasny Asset Management
2715
Balyasny Asset Management
Illinois
$4.47M -$26.9M -182,900 -85%
VFM
2716
Vivid Financial Management
California
$4.46M -$317K -2,156 -6%
SP
2717
Successful Portfolios
Florida
$4.45M -$42K -285 -0.9%
DOA
2718
D'Orazio & Associates
Virginia
$4.45M +$139K +946 +3%
PCWA
2719
Pacific Capital Wealth Advisors
California
$4.44M +$2.56M +17,381 +124%
GWM
2720
GSB Wealth Management
Connecticut
$4.44M -$2.13M -14,475 -32%
CIA
2721
Cascade Investment Advisors
Oregon
$4.43M -$65.5K -445 -1%
4WM
2722
44 Wealth Management
Oregon
$4.43M -$47.4K -322 -1%
FAN
2723
Financial Advisors Network
California
$4.43M +$334K +2,266 +8%
FMP
2724
Financial Management Professionals
Texas
$4.43M +$1.33M +9,031 +41%
AA
2725
Argent Advisors
Louisiana
$4.42M +$11.6K +79 +0.3%