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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
701
Dorsey & Whitney Trust
South Dakota
$580K +$20.1K +155 +3%
RWM
702
Ritholtz Wealth Management
New York
$576K -$78.1K -604 -11%
RMC
703
Ring Mountain Capital
California
$569K -$69.9K -540 -10%
WA
704
Waddell & Associates
Tennessee
$563K +$258K +1,992 +75%
EWA
705
EverSource Wealth Advisors
Alabama
$560K +$262K +2,026 +78%
NCM
706
Nelson Capital Management
California
$560K – – –
HAG
707
HighPoint Advisor Group
Illinois
$551K -$379K -2,926 -39%
CA
708
Clearstead Advisors
Ohio
$548K +$467K +3,608 +397%
JIC
709
Joel Isaacson & Co
New York
$547K – – –
ACA
710
Aptus Capital Advisors
Alabama
$545K -$345K -2,666 -37%
SFS
711
Sowell Financial Services
Arkansas
$541K -$50.6K -391 -8%
RIL
712
Rothschild Investment LLC
Illinois
$540K +$509K +3,933 +761%
GI
713
GAMMA Investing
California
$533K -$52.3K -404 -8%
OIA
714
OneDigital Investment Advisors
Kansas
$531K -$647 -5 -0.1%
PA
715
Pinnacle Associates
New York
$524K +$1.03K +8 +0.2%
SC
716
Savant Capital
Illinois
$523K +$59K +456 +12%
PCS
717
Personal CFO Solutions
New Jersey
$520K -$489K -3,780 -47%
CCM
718
Cohen Capital Management
California
$520K – – –
HWAM
719
Hennion & Walsh Asset Management
New Jersey
$516K +$37.6K +291 +7%
LIA
720
Limestone Investment Advisors
New York
$514K +$237K +1,835 +77%
CC
721
Copperleaf Capital
North Carolina
$512K +$546K +4,219 New
DWM
722
Dynasty Wealth Management
Florida
$512K -$1.28M -9,857 -70%
OAM
723
Ostrum Asset Management
France
$511K -$17.1K -132 -3%
XWM
724
Xcel Wealth Management
Florida
$506K +$201K +1,554 +59%
CG
725
Cynosure Group
Utah
$505K – – –
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