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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Principle Wealth Partners
Connecticut
$595K +$1.13K +6 +0.2%
CPWA
802
Cerro Pacific Wealth Advisors
California
$589K -$37.8K -201 -6%
SP
803
Symmetry Partners
Connecticut
$584K
RFA
804
RTD Financial Advisors
Pennsylvania
$584K +$567K +3,021 New
CCG
805
Ceeto Capital Group
Florida
$582K
APA
806
American Portfolios Advisors
New York
$580K +$7.33K +39 +1%
OF
807
Outfitter Financial
Maine
$580K
FI
808
Finivi Inc
Massachusetts
$580K +$564K +3,000 New
OIA
809
Optimum Investment Advisors
Illinois
$578K
Verition Fund Management
810
Verition Fund Management
Connecticut
$576K +$560K +2,981 New
EN1L
811
Engine No 1 LLC
California
$570K +$109K +579 +24%
DGI
812
Disciplined Growth Investors
Minnesota
$570K +$554K +2,948 New
TCM
813
Tributary Capital Management
Nebraska
$569K -$22.5K -120 -4%
FAB
814
First American Bank
Illinois
$568K -$90.9K -484 -14%
APWM
815
Atlas Private Wealth Management
New York
$566K +$12.4K +66 +2%
IAIM
816
International Assets Investment Management
Florida
$563K -$37.8K -201 -6%
BTWM
817
Baker Tilly Wealth Management
Wisconsin
$561K +$6.76K +36 +1%
BSA
818
Bull Street Advisors
Georgia
$557K +$31.9K +170 +6%
AIA
819
Angeles Investment Advisors
California
$557K +$34.8K +185 +7%
CCM
820
Coldstream Capital Management
Washington
$557K +$541K +2,879 New
PA
821
Parallel Advisors
California
$555K +$52.2K +278 +11%
HJIM
822
Henry James International Management
New York
$552K +$102K +544 +24%
GWM
823
GSB Wealth Management
Connecticut
$546K +$530K +2,824 New
SC
824
Saturna Capital
Washington
$543K
WG
825
Welch Group
Alabama
$543K