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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1001
Strategic Global Advisors
California
$1.18M -$22.2K -80 -2%
IFG
1002
Independent Financial Group
California
$1.18M +$8.59K +31 +0.6%
GCP
1003
GSA Capital Partners
United Kingdom
$1.18M +$1.34M +4,854 New
AFWM
1004
Arta Finance Wealth Management
California
$1.18M +$301K +1,088 +29%
SAM
1005
Smartleaf Asset Management
Massachusetts
$1.18M -$376K -1,359 -22%
SAI
1006
Savvy Advisors Inc
New York
$1.18M -$116K -419 -8%
VCM
1007
Vision Capital Management
Oregon
$1.18M -$233K -841 -15%
PDL
1008
Portfolio Design Labs
California
$1.17M -$45.2K -163 -3%
Kovitz Investment Group Partners
1009
Kovitz Investment Group Partners
Illinois
$1.17M -$2.52M -9,100 -65%
CFA
1010
Churchill Financial Advisors
Kentucky
$1.16M -$271K -978 -17%
SIM
1011
Studio Investment Management
Illinois
$1.16M +$141K +508 +12%
HA
1012
Harfst & Associates
Wyoming
$1.15M -$905K -3,266 -41%
CNC
1013
Canandaigua National Corp
New York
$1.15M +$1.31M +4,737 New
PNAA
1014
Pictet North America Advisors
Switzerland
$1.15M -$324K -1,169 -20%
HAG
1015
HF Advisory Group
Maryland
$1.15M +$229K +828 +21%
MFG
1016
Monte Financial Group
Connecticut
$1.15M +$1.31M +4,717 New
PWM
1017
Perigon Wealth Management
California
$1.14M -$250K -901 -16%
LCAM
1018
London & Capital Asset Management
United Kingdom
$1.14M -$146K -527 -10%
TWIM
1019
TIAA Wealth Investment Management
New York
$1.14M +$1.29M +4,674 New
FRA
1020
Frank Rimerman Advisors
California
$1.12M -$3.6K -13 -0.3%
QI
1021
Qtron Investments
Massachusetts
$1.12M +$831 +3 +0.1%
RWM
1022
Ritholtz Wealth Management
New York
$1.12M -$1.02M -3,673 -44%
AA
1023
Apriem Advisors
California
$1.1M -$3.78M -13,638 -75%
WANY
1024
Wealthspire Advisors (New York)
New York
$1.1M -$1.03M -3,719 -45%
WAP
1025
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$288K -1,038 -19%