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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
476
Personal CFO Solutions
New Jersey
$1.19M +$111K +415 +11%
HFS
477
Haverford Financial Services
Pennsylvania
$1.19M +$1.12M +4,160 New
PWA
478
Providence Wealth Advisors
Illinois
$1.18M
RC
479
RBF Capital
California
$1.17M
EIP
480
Ellis Investment Partners
Pennsylvania
$1.16M
GCMG
481
Gyroscope Capital Management Group
Florida
$1.15M -$78.7K -293 -7%
CAM
482
Cubic Asset Management
Massachusetts
$1.15M
GFP
483
Gryphon Financial Partners
Ohio
$1.14M -$69.8K -260 -6%
CT
484
Chicago Trust
Illinois
$1.12M -$33.6K -125 -3%
STB
485
S&T Bank
Pennsylvania
$1.11M
NIM
486
NuWave Investment Management
New Jersey
$1.11M +$1.04M +3,878 New
PP
487
Paloma Partners
Connecticut
$1.11M +$385K +1,432 +59%
EWA
488
Exencial Wealth Advisors
Oklahoma
$1.1M +$152K +564 +17%
TI
489
Tidal Investments
Wisconsin
$1.1M +$147K +546 +17%
BCP
490
Blue Chip Partners
Michigan
$1.09M +$1.88K +7 +0.2%
BHTS
491
Bar Harbor Trust Services
Maine
$1.08M +$92.7K +345 +10%
LCM
492
Logan Capital Management
Pennsylvania
$1.07M
IA
493
IndexIQ Advisors
New York
$1.07M +$27.7K +103 +3%
Vanguard Personalized Indexing Management
494
Vanguard Personalized Indexing Management
California
$1.07M +$122K +456 +14%
IC
495
Intersect Capital
California
$1.07M +$13.4K +50 +1%
AIC
496
Aurora Investment Counsel
Georgia
$1.06M -$320K -1,193 -24%
NA
497
NewEdge Advisors
Louisiana
$1.06M +$994K +3,701 New
CWM
498
Circle Wealth Management
New Jersey
$1.05M
KWA
499
KCS Wealth Advisory
California
$1.04M -$23.1K -86 -2%
SLA
500
Silver Lake Advisory
Utah
$1.03M