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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1601
Iconiq Capital
California
$1.04M +$987K +3,341 New
MA
1602
Montag & Associates
Georgia
$1.04M
HAM
1603
Harmony Asset Management
Arizona
$1.04M -$14.8K -50 -1%
PPW
1604
Pasadena Private Wealth
California
$1.03M
CAM
1605
Close Asset Management
United Kingdom
$1.03M
CT
1606
Colonial Trust
South Carolina
$1.03M -$177K -600 -15%
PFW
1607
Petros Family Wealth
Minnesota
$1.03M +$7.68K +26 +0.8%
DC
1608
Dahring Cusmano
Michigan
$1.03M -$886 -3 -0.1%
DFG
1609
Delta Financial Group
New Jersey
$1.02M -$7.68K -26 -0.8%
MAWA
1610
Moss Adams Wealth Advisors
Washington
$1.02M +$115K +390 +13%
ARC
1611
Advisor Resource Council
Texas
$1.02M +$1.26M +4,272 New
GSB
1612
Greenfield Savings Bank
Massachusetts
$1.02M -$4.72K -16 -0.5%
DI
1613
DDFG Inc
California
$1.02M +$155K +524 +19%
CC
1614
Callan Capital
California
$1.02M +$72.9K +247 +8%
TWA
1615
TCI Wealth Advisors
Arizona
$1.02M -$80K -271 -8%
WC
1616
Westhampton Capital
North Carolina
$1.01M
MFS
1617
Mattson Financial Services
Michigan
$1.01M +$137K +463 +17%
WA
1618
Win Advisors
Florida
$1.01M +$957K +3,241 New
LCGC
1619
Legacy Capital Group California
California
$1.01M -$7.09K -24 -0.7%
WI
1620
WBI Investments
New Jersey
$1.01M +$954K +3,232 New
BBA
1621
BLB&B Advisors
Pennsylvania
$1.01M -$4.43K -15 -0.5%
TPWM
1622
Twelve Points Wealth Management
Massachusetts
$1M -$9.15K -31 -1%
TPW
1623
Transatlantique Private Wealth
New York
$1M -$49.3K -167 -5%
PP
1624
Patten & Patten
Tennessee
$1M +$59.4K +201 +7%
WI
1625
WrapManager Inc
California
$1M -$161K -546 -15%