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Name Holding Trade Value Shares
Change
Change in
Stake
NRS
701
Neville Rodie & Shaw
New York
$1.06M – – –
CHAM
702
Clear Harbor Asset Management
Connecticut
$1.06M -$1.46K -5 -0.1%
PTC
703
Private Trust Company
Ohio
$1.05M +$195K +668 +19%
BTWM
704
Baker Tilly Wealth Management
Wisconsin
$1.05M -$7.87K -27 -0.7%
SC
705
Savant Capital
Illinois
$1.04M +$77.2K +265 +7%
IFWM
706
Institute for Wealth Management
Colorado
$1.04M -$7.87K -27 -0.7%
IB
707
Intrust Bank
Kansas
$1.02M +$80.4K +276 +7%
AWM
708
Aries Wealth Management
Maine
$1.02M – – –
SCM
709
Suvretta Capital Management
New York
$1.02M +$1.17M +4,000 New
PWM
710
Perigon Wealth Management
California
$1.02M -$42.5K -146 -4%
SIA
711
Strategic Investment Advisors
Michigan
$1.01M +$102K +350 +10%
CCA
712
Checchi Capital Advisers
California
$1.01M -$45.5K -156 -4%
SWA
713
SFMG Wealth Advisors
Texas
$1M +$31.8K +109 +3%
IWA
714
Intercontinental Wealth Advisors
Texas
$999K -$583 -2 -0.1%
AWM
715
Adams Wealth Management
Utah
$991K +$308K +1,058 +38%
SAM
716
Silvercrest Asset Management
New York
$990K – – –
HCM
717
Highview Capital Management
Illinois
$986K +$46.3K +159 +4%
KOC
718
Koss-Olinger Consulting
Florida
$981K +$20.1K +69 +2%
TCA
719
Transcend Capital Advisors
New Jersey
$979K -$90K -309 -7%
ETC
720
Exchange Traded Concepts
Oklahoma
$976K +$668K +2,294 +150%
RC
721
Roundview Capital
New Jersey
$974K +$5.83K +20 +0.5%
PA
722
Pinnacle Associates
New York
$968K -$10.2K -35 -0.9%
CGL
723
Clarius Group LLC
Washington
$964K -$23.6K -81 -2%
DI
724
DFPG Investments
Utah
$964K +$304K +1,043 +38%
ATPW
725
Ashton Thomas Private Wealth
Arizona
$964K -$1.06M -3,628 -49%