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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1826
Personal CFO Solutions
New Jersey
$13.3M +$153K +677 +1%
TWM
1827
Tradition Wealth Management
Minnesota
$13.3M -$32.6K -144 -0.2%
RCM
1828
RNC Capital Management
California
$13.3M +$411K +1,817 +3%
WA
1829
Wealth Alliance
New York
$13.3M -$346K -1,529 -2%
SSG
1830
Summit Securities Group
New York
$13.2M +$13.6M +60,291 New
BPC
1831
Bearing Point Capital
Minnesota
$13.2M -$29.7K -131 -0.2%
BHPW
1832
Beverly Hills Private Wealth
California
$13.2M +$159K +701 +1%
CCIA
1833
Cherry Creek Investment Advisors
Colorado
$13.1M +$177K +780 +1%
DIM
1834
Delta Investment Management
California
$13.1M -$305K -1,348 -2%
CPC
1835
Congress Park Capital
New York
$13.1M +$21.5K +95 +0.2%
PWS
1836
Peterson Wealth Services
Utah
$13M -$13.1M -57,801 -97%
RIM
1837
Rakuten Investment Management
Japan
$13M +$44.9M +198,456 New
CWM
1838
Chemistry Wealth Management
New York
$13M +$748K +3,305 +6%
MA
1839
Mezzasalma Advisors
New Jersey
$13M +$108K +476 +0.8%
EWM
1840
Evermay Wealth Management
Virginia
$13M -$407K -1,799 -3%
TF
1841
Trek Financial
Arizona
$13M +$1.5M +6,638 +13%
IDP
1842
In-Depth Partners
Florida
$13M
IC
1843
Inscription Capital
Texas
$13M +$2.06M +9,088 +18%
GEA
1844
Glen Eagle Advisors
New Jersey
$13M -$543K -2,398 -4%
CCFM
1845
Clear Creek Financial Management
Washington
$13M +$1.1M +4,860 +9%
FFBTD
1846
First Financial Bank - Trust Division
Ohio
$12.9M -$48K -212 -0.4%
MS
1847
Madden Securities
Texas
$12.9M -$28.3K -125 -0.2%
FFA
1848
Fragasso Financial Advisors
Pennsylvania
$12.9M -$799K -3,532 -6%
WAS
1849
Wealth Advisory Solutions
Indiana
$12.9M +$2.72K +12 +0%
DWM
1850
Dynasty Wealth Management
Florida
$12.9M +$5.18M +22,901 +64%