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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1526
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.3M +$41.8K +229 +0.3%
BBP
1527
Banco BTG Pactual
Brazil
$14.3M -$7.34M -40,219 -34%
PCA
1528
Providence Capital Advisors
North Carolina
$14.3M +$239K +1,311 +2%
RWM
1529
RKL Wealth Management
Pennsylvania
$14.3M +$149K +819 +1%
VAS
1530
Vestmark Advisory Solutions
Massachusetts
$14.3M +$2.01M +11,039 +17%
CPM
1531
Crescent Park Management
California
$14.3M -$73.5K -403 -0.5%
TF
1532
Tompkins Financial
New York
$14.3M +$538K +2,949 +4%
CFP
1533
Cascade Financial Partners
California
$14.2M +$347K +1,904 +3%
LJAC
1534
L.J. Altfest & Co
New York
$14.2M -$2.01M -11,041 -13%
GM
1535
GeoWealth Management
Illinois
$14.2M -$1.05M -5,779 -7%
BWM
1536
Bulltick Wealth Management
Florida
$14.1M +$1.03M +5,648 +8%
RI
1537
Redwood Investments
Massachusetts
$14.1M -$216K -1,182 -2%
AIMA
1538
Ables Iannone Moore & Associates
Georgia
$14.1M -$346K -1,894 -2%
CA
1539
Claro Advisors
Massachusetts
$14.1M +$1.42M +7,794 +11%
BONST
1540
Bank of Nova Scotia Trust
Ontario, Canada
$14.1M -$33.6K -184 -0.2%
HSA
1541
HBK Sorce Advisory
Pennsylvania
$14.1M -$173K -950 -1%
SEEDPG
1542
S.E.E.D. Planning Group
New York
$14.1M +$7.85K +43 +0.1%
RWA
1543
River Wealth Advisors
Pennsylvania
$14M -$1.2M -6,576 -8%
UCMOK
1544
United Capital Management of KS
Kansas
$14M -$2.04M -11,208 -13%
VBFG
1545
Vishria Bird Financial Group
Tennessee
$14M -$60.8K -333 -0.4%
CCM
1546
Condor Capital Management
New Jersey
$14M +$91.8K +503 +0.7%
NFSG
1547
Newbridge Financial Services Group
Florida
$14M +$2.02M +11,066 +17%
LCM
1548
Lazari Capital Management
California
$14M -$187K -1,027 -1%
DWM
1549
Diversify Wealth Management
Utah
$14M +$978K +5,361 +8%
SACTSONJ
1550
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$14M