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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1051
REDW Wealth
New Mexico
$751K
WFAG
1052
Worth Financial Advisory Group
North Carolina
$747K +$42.5K +155 +6%
WJWM
1053
Williams Jones Wealth Management
New York
$746K -$13.4K -49 -2%
EHC
1054
Everett Harris & Co
California
$744K
PCA
1055
Peddock Capital Advisors
Massachusetts
$742K
ECG
1056
Edge Capital Group
Georgia
$740K -$31.5K -115 -4%
AF
1057
Apexium Financial
Texas
$739K +$4.11K +15 +0.6%
BBA
1058
Baader Bank Aktiengesellschaft
Germany
$735K
HW
1059
Hamilton Wealth
California
$727K +$181K +661 +35%
JIC
1060
Joel Isaacson & Co
New York
$724K
CGL
1061
Clarius Group LLC
Washington
$722K -$18.1K -66 -3%
KIA
1062
Knollwood Investment Advisory
Maryland
$721K
SAI
1063
Savvy Advisors Inc
New York
$721K +$685K +2,500 New
VSQM
1064
V-Square Quantitative Management
Illinois
$721K
GWMR
1065
GC Wealth Management RIA
Massachusetts
$717K -$70.5K -257 -9%
CP
1066
Canopy Partners
Ohio
$715K -$6.85K -25 -1%
GA
1067
Goldstein Advisors
Wisconsin
$714K +$20.3K +74 +3%
VBCG
1068
Valley Brook Capital Group
Pennsylvania
$712K +$26K +95 +4%
SCM
1069
Shelton Capital Management
Colorado
$710K -$69.4K -253 -9%
CCG
1070
Catalina Capital Group
California
$707K +$45.5K +166 +7%
SAM
1071
Silvercrest Asset Management
New York
$703K -$8.5K -31 -1%
BB
1072
Burford Brothers
Texas
$701K
UFF
1073
USA Financial Formulas
Michigan
$701K -$1.16M -4,219 -63%
SMA
1074
Sage Mountain Advisors
Georgia
$699K +$32.6K +119 +5%
GSB
1075
Greenfield Savings Bank
Massachusetts
$699K +$142K +517 +27%