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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1051
Leisure Capital Management
California
$724K +$4.72K +17 +0.7%
GFS
1052
GYL Financial Synergies
Connecticut
$721K +$12.5K +45 +2%
WWM
1053
Western Wealth Management
Colorado
$714K -$28.1K -101 -4%
Lido Advisors
1054
Lido Advisors
California
$710K +$86.9K +313 +15%
FCA
1055
FinTrust Capital Advisors
South Carolina
$705K +$102K +368 +18%
VCM
1056
Virtue Capital Management
Tennessee
$705K +$664K +2,392 New
WA
1057
Wealth Architects
California
$702K -$19.2K -69 -3%
GWM
1058
Geneos Wealth Management
Colorado
$701K -$7.5K -27 -1%
CPA
1059
Court Place Advisors
Maryland
$700K
FHA
1060
First Horizon Advisors
Tennessee
$700K
PFPT
1061
Pinnacle Financial Partners (Tennessee)
Tennessee
$699K +$15K +54 +2%
PTC
1062
Philadelphia Trust Company
Pennsylvania
$698K -$1.39K -5 -0.2%
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$697K -$361K -1,300 -35%
FPCP
1064
Fort Point Capital Partners
California
$696K -$188K -678 -22%
BDS
1065
Banco de Sabadell
Florida
$696K
ACA
1066
Atlas Capital Advisors
Wyoming
$694K
BWL
1067
Bogart Wealth LLC
Virginia
$692K +$36.9K +133 +6%
PFO
1068
Pathstone Family Office
New Jersey
$692K +$97.8K +352 +18%
AA
1069
AlphaMark Advisors
Kentucky
$684K
NB
1070
Northwest Bancshares
Pennsylvania
$684K
SS
1071
Sunbelt Securities
Texas
$682K +$191K +689 +42%
WSFS
1072
Wilmington Savings Fund Society
Delaware
$678K +$15K +54 +2%
FI
1073
FormulaFolio Investments
Michigan
$677K +$2.5K +9 +0.4%
PIMG
1074
Patriot Investment Management Group
Tennessee
$675K +$44.7K +161 +8%
CMO
1075
Covenant Multifamily Offices
Texas
$672K +$633K +2,281 New