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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1001
Stamos Capital Partners
California
$1.39M -$47K -144 -3%
OWA
1002
One Wealth Advisors
California
$1.38M +$252K +772 +24%
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M +$46K +141 +4%
CPW
1004
Cove Private Wealth
New York
$1.37M +$352K +1,079 +37%
TM
1005
TigerOak Management
New Mexico
$1.35M -$652 -2 -0.1%
TWIM
1006
TIAA Wealth Investment Management
New York
$1.35M -$28.4K -87 -2%
FAM
1007
Formidable Asset Management
Ohio
$1.34M -$36.2K -111 -3%
EAN
1008
Excelsior Advisor Network
Colorado
$1.34M +$1.06M +3,251 +475%
HFM
1009
Hartford Funds Management
Pennsylvania
$1.34M +$76.3K +234 +6%
GFP
1010
Gryphon Financial Partners
Ohio
$1.33M -$20.5K -63 -2%
LSA
1011
Lansing Street Advisors
Pennsylvania
$1.33M – – –
BAAM
1012
Baker Avenue Asset Management
California
$1.33M +$404K +1,238 +47%
FAM
1013
Fairtree Asset Management
South Africa
$1.32M – – –
PHS
1014
Pekin Hardy Strauss
Illinois
$1.32M -$118K -363 -9%
SYBT
1015
Stock Yards Bank & Trust
Kentucky
$1.29M -$101K -310 -8%
NFSG
1016
Newbridge Financial Services Group
Florida
$1.29M -$29.4K -90 -2%
OWP
1017
Obermeyer Wealth Partners
Colorado
$1.29M -$62.6K -192 -5%
GWM
1018
GSB Wealth Management
Connecticut
$1.29M -$44K -135 -3%
LA
1019
Lakeside Advisors
Washington
$1.28M – – –
SPC
1020
Sigma Planning Corp
Michigan
$1.27M +$61K +187 +5%
AAM
1021
Advisors Asset Management
Colorado
$1.27M -$74K -227 -6%
Financial Engines Advisors
1022
Financial Engines Advisors
California
$1.27M +$886K +2,716 +271%
XSC
1023
X-Square Capital
Puerto Rico
$1.27M +$24.8K +76 +2%
TWM
1024
TRB Wealth Management
Texas
$1.27M +$238K +731 +24%
EP
1025
EPIQ Partners
Minnesota
$1.27M – – –