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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1701
Asset Dedication LLC
California
$18.4M +$269K +1,701 +2%
WAS
1702
WESPAC Advisors SoCal
California
$18.4M +$271K +1,713 +2%
TS
1703
Tamar Securities
California
$18.3M -$1.61M -10,209 -9%
JF
1704
Jump Financial
Illinois
$18.3M +$12.7M +80,530 +356%
CBFP
1705
Cedar Brook Financial Partners
Ohio
$18.3M +$869K +5,499 +6%
FDCC
1706
Foster Dykema Cabot & Co
Massachusetts
$18.3M +$65.4K +414 +0.4%
TWM
1707
Titus Wealth Management
California
$18.3M -$75.4K -477 -0.5%
CCM
1708
Consolidated Capital Management
California
$18.3M -$136K -860 -0.8%
AIA
1709
AIMZ Investment Advisors
California
$18.3M +$19.1K +121 +0.1%
WFG
1710
Wills Financial Group
Virginia
$18.3M -$25.3K -160 -0.2%
VAS
1711
Vestmark Advisory Solutions
Massachusetts
$18.2M +$765K +4,838 +5%
IP
1712
Ignite Planners
California
$18.2M +$16.9M +106,728 New
GCA
1713
Gradient Capital Advisors
California
$18.1M +$16.9K +107 +0.1%
JEST
1714
JTC Employer Solutions Trustee
Jersey
$18.1M +$108K +683 +0.7%
PWM
1715
Paulson Wealth Management
Illinois
$18M -$44.3K -280 -0.3%
SF
1716
Summit Financial
New Jersey
$18M +$2.48M +15,665 +18%
CWM
1717
C2C Wealth Management
Arizona
$17.9M +$16M +100,961 New
1WA
1718
180 Wealth Advisors
Washington
$17.9M -$322K -2,040 -2%
GAM
1719
Gemmer Asset Management
California
$17.9M -$1.23M -7,769 -7%
BWP
1720
BSW Wealth Partners
Colorado
$17.9M +$2.11M +13,339 +15%
NFSG
1721
Newbridge Financial Services Group
Florida
$17.9M +$4.45M +28,128 +39%
BCM
1722
Bienville Capital Management
New York
$17.9M +$1.58M +10,000 +11%
TCOO
1723
Trust Company of Oklahoma
Oklahoma
$17.8M -$930K -5,886 -6%
TI
1724
Trexquant Investment
Connecticut
$17.8M +$981K +6,207 +7%
JWM
1725
Jeppson Wealth Management
California
$17.8M -$262K -1,658 -2%