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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
WMS Partners
Maryland
$509K +$153K +890 +41%
WT
1102
Whittier Trust
California
$508K +$36.1K +210 +7%
CFD
1103
Creative Financial Designs
Indiana
$507K +$68.4K +398 +15%
AIM
1104
Axiom Investment Management
New York
$505K +$117K +680 +29%
NFG
1105
Nations Financial Group
Iowa
$503K +$489K +2,847 New
AWCI
1106
Alpine Woods Capital Investors
New York
$502K
SVWAG
1107
Sound View Wealth Advisors Group
Georgia
$501K +$33.7K +196 +7%
WEC
1108
Winslow Evans & Crocker
Massachusetts
$500K -$138K -804 -21%
JHCP
1109
Jackson Hole Capital Partners
Oklahoma
$498K +$77K +448 +18%
MGIA
1110
Moneta Group Investment Advisors
Missouri
$496K +$114K +664 +29%
AWA
1111
Arete Wealth Advisors
Illinois
$493K +$9.97K +58 +2%
IA
1112
IFG Advisors
Missouri
$493K +$507K +2,950 New
FFG
1113
Fortem Financial Group
California
$490K +$95.2K +554 +23%
PWPS
1114
Pinnacle Wealth Planning Services
Ohio
$490K +$111K +643 +28%
WMA
1115
Wealth Management Associates
New Jersey
$490K +$503K +2,928 New
RC
1116
RegentAtlantic Capital
New Jersey
$488K
BFG
1117
Beacon Financial Group
Texas
$487K
TPA
1118
Trivium Point Advisory
Connecticut
$485K +$39.5K +230 +9%
RSWM
1119
Robertson Stephens Wealth Management
California
$482K +$237K +1,380 +92%
WI
1120
WrapManager Inc
California
$475K +$119K +692 +32%
LSPW
1121
Lake Street Private Wealth
Illinois
$473K -$127K -737 -21%
CA
1122
Cullinan Associates
Kentucky
$472K
KFGK
1123
Keystone Financial Group (Kentucky)
Kentucky
$470K
CWP
1124
Capital Wealth Planning
Florida
$466K -$414K -2,410 -47%
Chevy Chase Trust
1125
Chevy Chase Trust
Maryland
$461K +$51.6K +300 +12%