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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1051
Financial Avengers
California
$21.8M -$473K -3,060 -2%
HR
1052
Howe & Rusling
New York
$21.8M +$321K +2,080 +2%
OA
1053
Oxbow Advisors
Texas
$21.7M +$247K +1,600 +1%
TW
1054
TrinityPoint Wealth
Connecticut
$21.7M +$95.8K +620 +0.5%
SF
1055
Summit Financial
New Jersey
$21.7M +$1.62M +10,460 +9%
DLCIG
1056
D.L. Carlson Investment Group
New Hampshire
$21.6M -$64.9K -420 -0.3%
JSA
1057
Jacobson & Schmitt Advisors
Wisconsin
$21.6M +$1.39M +9,020 +7%
SVCP
1058
Silicon Valley Capital Partners
California
$21.6M +$3.03M +19,620 +17%
RSWM
1059
Robertson Stephens Wealth Management
California
$21.6M +$2.95M +19,120 +17%
QPW
1060
Quantum Private Wealth
Florida
$21.6M +$328K +2,120 +2%
MCM
1061
Mitchell Capital Management
Kansas
$21.6M +$2.83M +18,300 +16%
RCAMU
1062
Rothschild & Co Asset Management US
Connecticut
$21.6M +$668K +4,320 +3%
IIA
1063
IPG Investment Advisors
California
$21.6M +$1.62M +10,480 +9%
VCM
1064
Viewpoint Capital Management
Washington
$21.6M -$58.7K -380 -0.3%
BFEC
1065
Benjamin F. Edwards & Company
Missouri
$21.5M +$2.92M +18,880 +17%
XWM
1066
Xcel Wealth Management
Florida
$21.5M +$1.9M +12,320 +10%
CA
1067
Cortland Associates
Missouri
$21.5M -$1.23M -7,940 -6%
PCIA
1068
Prime Capital Investment Advisors
Kansas
$21.5M -$1.03M -6,660 -5%
CTA
1069
Colonial Trust Advisors
South Carolina
$21.4M +$155K +1,000 +0.8%
GM
1070
Granger Management
New York
$21.4M -$3.15M -20,360 -13%
AssetMark Inc
1071
AssetMark Inc
California
$21.3M +$10.3M +66,900 +105%
GP
1072
Girard Partners
Pennsylvania
$21.3M +$3.89M +25,180 +24%
PMG
1073
ProVise Management Group
Florida
$21.2M +$711K +4,600 +4%
SCM
1074
Saber Capital Management
North Carolina
$21.2M +$1.68M +10,880 +9%
LFM
1075
LGT Fund Management
Liechtenstein
$21.2M +$15.1M +97,500 +303%