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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$1.05M +$195K +668 +19%
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$1.05M -$7.87K -27 -0.7%
SC
703
Savant Capital
Illinois
$1.04M +$77.2K +265 +7%
IFWM
704
Institute for Wealth Management
Colorado
$1.04M -$7.87K -27 -0.7%
IB
705
Intrust Bank
Kansas
$1.02M +$80.4K +276 +7%
AWM
706
Aries Wealth Management
Maine
$1.02M
SCM
707
Suvretta Capital Management
New York
$1.02M +$1.17M +4,000 New
PWM
708
Perigon Wealth Management
California
$1.02M -$42.5K -146 -4%
SIA
709
Strategic Investment Advisors
Michigan
$1.01M +$102K +350 +10%
CCA
710
Checchi Capital Advisers
California
$1.01M -$45.5K -156 -4%
SWA
711
SFMG Wealth Advisors
Texas
$1M +$31.8K +109 +3%
IWA
712
Intercontinental Wealth Advisors
Texas
$999K -$583 -2 -0.1%
AWM
713
Adams Wealth Management
Utah
$991K +$308K +1,058 +38%
SAM
714
Silvercrest Asset Management
New York
$990K
HCM
715
Highview Capital Management
Illinois
$986K +$46.3K +159 +4%
KOC
716
Koss-Olinger Consulting
Florida
$981K +$20.1K +69 +2%
TCA
717
Transcend Capital Advisors
New Jersey
$979K -$90K -309 -7%
ETC
718
Exchange Traded Concepts
Oklahoma
$976K +$668K +2,294 +150%
RC
719
Roundview Capital
New Jersey
$974K +$5.83K +20 +0.5%
PA
720
Pinnacle Associates
New York
$968K -$10.2K -35 -0.9%
CGL
721
Clarius Group LLC
Washington
$964K -$23.6K -81 -2%
DI
722
DFPG Investments
Utah
$964K +$304K +1,043 +38%
ATPW
723
Ashton Thomas Private Wealth
Arizona
$964K -$1.06M -3,628 -49%
SCA
724
Snowden Capital Advisors
New York
$959K -$9.91K -34 -0.9%
WIS
725
Wright Investors Service
Connecticut
$958K +$4.08K +14 +0.4%