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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1851
Lineweaver Wealth Advisors
Ohio
$10.8M -$118K -827 -1%
GGI
1852
GPM Growth Investors
Michigan
$10.8M -$13.4K -94 -0.1%
RWA
1853
Roberts Wealth Advisors
California
$10.8M +$239K +1,674 +2%
LA
1854
Legacy Advisors
Pennsylvania
$10.8M +$1.16M +8,108 +11%
HCC
1855
Hirtle Callaghan & Co
Pennsylvania
$10.7M +$3.78M +26,478 +47%
CRIG
1856
Charter Research & Investment Group
Connecticut
$10.7M -$43.6K -305 -0.4%
BONST
1857
Bank of Nova Scotia Trust
Ontario, Canada
$10.7M +$25.4K +178 +0.2%
SCP
1858
Silverleafe Capital Partners
Tennessee
$10.7M -$920K -6,438 -7%
Financial Engines Advisors
1859
Financial Engines Advisors
California
$10.7M +$564K +3,950 +5%
IWA
1860
Intercontinental Wealth Advisors
Texas
$10.7M +$220K +1,541 +2%
PHS
1861
Pekin Hardy Strauss
Illinois
$10.7M -$1.61M -11,287 -12%
RZH
1862
Relyea Zuckerberg Hanson
Connecticut
$10.7M +$683K +4,780 +6%
PWA
1863
Physician Wealth Advisors
Utah
$10.7M -$34.3K -240 -0.3%
PCA
1864
Prosperity Capital Advisors
Ohio
$10.6M +$11.7M +81,918 New
WMA
1865
Wealth Management Associates
New Jersey
$10.6M +$55.2K +386 +0.5%
FNWM
1866
Financial Network Wealth Management
Utah
$10.6M -$80.5K -563 -0.7%
CC
1867
Capital Counsel
New York
$10.6M +$11.7K +82 +0.1%
FMLI
1868
Fukoku Mutual Life Insurance
Japan
$10.6M -$243K -1,700 -2%
SFS
1869
Strategic Financial Services
New York
$10.5M -$114K -801 -1%
DPIM
1870
Duff & Phelps Investment Management
Illinois
$10.5M
HGCK
1871
HPC Germany & Co KG
Germany
$10.5M
CWM
1872
Centurion Wealth Management
Virginia
$10.5M +$11.6M +81,060 New
PWS
1873
Peterson Wealth Services
Utah
$10.5M +$101K +708 +0.9%
TA
1874
TFG Advisers
Michigan
$10.5M -$152K -1,067 -1%
SSWM
1875
Sheets Smith Wealth Management
North Carolina
$10.5M -$79.6K -557 -0.7%