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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1101
Regal Investment Advisors
Michigan
$279K +$49.5K +280 +20%
LWA
1102
Lenox Wealth Advisors
New York
$279K +$150K +847 +100%
TC
1103
Truvestments Capital
Florida
$275K +$83.2K +470 +39%
EWA
1104
Exencial Wealth Advisors
Oklahoma
$274K +$93.3K +527 +46%
RCM
1105
RNC Capital Management
California
$269K -$48.7K -275 -14%
FPFS
1106
First Personal Financial Services
North Carolina
$267K +$16.8K +95 +6%
CPO
1107
Cerity Partners OCIO
New York
$266K +$286K +1,617 New
EMG
1108
Ellington Management Group
Connecticut
$264K +$283K +1,600 New
MWM
1109
Mission Wealth Management
California
$260K -$11.1K -63 -4%
SKK
1110
Shepherd Kaplan Krochuk
Massachusetts
$260K
MCM
1111
MAI Capital Management
Ohio
$260K +$44.8K +253 +19%
AWM
1112
Altavista Wealth Management
North Carolina
$260K +$280K +1,580 New
CWA
1113
Cypress Wealth Advisors
California
$259K -$23.2K -131 -8%
PCG
1114
Private Capital Group
Connecticut
$258K +$31.5K +178 +13%
ERIM
1115
Eagle Ridge Investment Management
Connecticut
$258K +$74.5K +421 +37%
ACA
1116
Anchor Capital Advisors
Massachusetts
$257K
DI
1117
Diligent Investors
California
$256K -$17.5K -99 -6%
CFA
1118
Carroll Financial Associates
North Carolina
$256K +$13.3K +75 +5%
PAS
1119
Park Avenue Securities
New York
$256K +$280K +1,580 New
MOS
1120
MGO One Seven
Ohio
$255K +$275K +1,553 New
SWM
1121
Segment Wealth Management
Texas
$254K +$56.3K +318 +26%
BFG
1122
Bouchey Financial Group
New York
$254K +$273K +1,543 New
AP
1123
Advisor Partners
California
$253K +$10.1K +57 +4%
Chevy Chase Trust
1124
Chevy Chase Trust
Maryland
$250K -$73.1K -413 -21%
ACM
1125
Ashford Capital Management
Delaware
$247K