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Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1326
L.J. Altfest & Co
New York
$1.07M -$15.8K -59 -1%
SHFA
1327
SS&H Financial Advisors
Michigan
$1.07M
RSWM
1328
Robertson Stephens Wealth Management
California
$1.07M +$12.1K +45 +1%
SFG
1329
Sather Financial Group
Texas
$1.07M
QPWM
1330
Quadrant Private Wealth Management
Pennsylvania
$1.06M +$1.08M +4,047 New
CP
1331
CenterBook Partners
Connecticut
$1.06M -$259K -968 -19%
DA
1332
Doliver Advisors
Texas
$1.06M -$65.1K -243 -6%
RPC
1333
Rossmore Private Capital
Connecticut
$1.06M +$44.5K +166 +4%
DP
1334
Dearborn Partners
Illinois
$1.06M -$294K -1,097 -21%
FCCM
1335
First City Capital Management
Georgia
$1.06M +$57.1K +213 +6%
CAM
1336
Close Asset Management
United Kingdom
$1.05M
W
1337
Wealthquest
Ohio
$1.05M -$83.9K -313 -7%
MWM
1338
Mascoma Wealth Management
New Hampshire
$1.05M +$50.9K +190 +5%
HWP
1339
Highline Wealth Partners
California
$1.05M
HWA
1340
Heritage Wealth Advisors
Virginia
$1.05M +$14.7K +55 +1%
SRC
1341
Sage Rhino Capital
California
$1.05M +$400K +1,493 +60%
GBT
1342
Grove Bank & Trust
Florida
$1.05M -$212K -792 -17%
RFA
1343
Resurgent Financial Advisors
Georgia
$1.05M +$214K +797 +25%
RMC
1344
Resources Management Corp
Connecticut
$1.04M +$28.1K +105 +3%
CT
1345
Cambridge Trust
Massachusetts
$1.04M +$23.1K +86 +2%
MMHP
1346
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$9.38K -35 -0.9%
TNB
1347
Thomasville National Bank
Georgia
$1.03M -$4.02K -15 -0.4%
RWA
1348
Redhawk Wealth Advisors
Minnesota
$1.03M +$79.9K +298 +8%
QP
1349
Quilter Plc
United Kingdom
$1.03M -$322K -1,200 -23%
CM
1350
Caption Management
Oklahoma
$1.02M +$617K +2,300 +144%