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Name Holding Trade Value Shares
Change
Change in
Stake
SBF
2101
Sara-Bay Financial
Florida
$9.75M +$118K +576 +1%
CWA
2102
Consilio Wealth Advisors
Washington
$9.74M -$1.11M -5,403 -11%
PWPS
2103
Pinnacle Wealth Planning Services
Ohio
$9.73M -$2.35M -11,485 -21%
MCC
2104
Malaga Cove Capital
California
$9.73M -$19.2K -94 -0.2%
FWM
2105
Finer Wealth Management
Massachusetts
$9.72M +$125K +610 +1%
ACM
2106
Ayrshire Capital Management
Connecticut
$9.72M +$322K +1,576 +4%
CCFM
2107
Clear Creek Financial Management
Washington
$9.71M -$30.3K -148 -0.3%
RIA
2108
Regal Investment Advisors
Michigan
$9.69M -$1.74M -8,509 -16%
MVA
2109
Mount Vernon Associates
Maryland
$9.68M -$71.2K -348 -0.8%
WAN
2110
Wealth Advisors Northwest
Oregon
$9.68M +$9.02M +44,100 New
AWM
2111
Avaii Wealth Management
Wisconsin
$9.67M +$165K +806 +2%
AJ
2112
Ashburton (Jersey)
Jersey
$9.67M -$8.09M -39,553 -47%
GCP
2113
GSA Capital Partners
United Kingdom
$9.65M +$2.84M +13,895 +46%
TSMHT
2114
Thurston Springer Miller Herd & Titak
Indiana
$9.64M +$3.7M +18,069 +70%
CB
2115
CNB Bank
Pennsylvania
$9.63M +$98.4K +481 +1%
AO
2116
Advisor OS
Illinois
$9.62M -$422K -2,063 -4%
BIMC
2117
Benson Investment Management Company
Virginia
$9.62M -$54.2K -265 -0.6%
EWM
2118
Evermay Wealth Management
Virginia
$9.61M -$183K -894 -2%
LCC
2119
Lincoln Capital Corp
Rhode Island
$9.6M -$136K -664 -1%
CA
2120
Cache Advisors
California
$9.59M +$8.94M +43,712 New
KA
2121
Kerrisdale Advisers
Florida
$9.59M
HIM
2122
Herald Investment Management
United Kingdom
$9.59M
CCP
2123
Clarity Capital Partners
California
$9.58M +$3.07K +15 +0%
RCM
2124
RB Capital Management
Nevada
$9.58M -$58.3K -285 -0.6%
KCP
2125
Kera Capital Partners
California
$9.57M +$8.92M +43,620 New