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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1401
Wedmont Private Capital
Pennsylvania
$578K +$142K +4,280 +39%
BCFD
1402
Boit C.F. David
$577K
GWS
1403
Glassman Wealth Services
Virginia
$577K +$94.1K +2,845 +21%
CWS
1404
Cypress Wealth Services
California
$575K +$147K +4,459 +37%
SIA
1405
SkyView Investment Advisors
New Jersey
$573K -$136K -4,122 -20%
VCA
1406
Verdence Capital Advisors
Maryland
$573K -$27.5K -832 -5%
CLOS
1407
Compagnie Lombard Odier SCmA
Switzerland
$572K +$95.9K +2,900 +22%
UAML
1408
US Asset Management LLC
Pennsylvania
$570K +$540K +16,312 New
PWMG
1409
Prestige Wealth Management Group
New Jersey
$570K -$18.2K -551 -3%
PIA
1410
Pinion Investment Advisors
Kansas
$569K -$123K -3,720 -19%
EI
1411
Ellevest Inc
New York
$568K +$190K +5,739 +55%
STA
1412
Summit Trail Advisors
New York
$568K -$102K -3,075 -16%
OWA
1413
Outlook Wealth Advisors
Texas
$567K -$1.46K -44 -0.3%
RMC
1414
Regis Management Company
California
$565K
WFI
1415
West Family Investments
California
$564K +$534K +16,140 New
AF
1416
Advisornet Financial
Minnesota
$564K +$57.7K +1,745 +12%
LGF
1417
LGT Group Foundation
Liechtenstein
$564K +$71.2K +2,153 +15%
TPWA
1418
TRUE Private Wealth Advisors
Oregon
$563K +$1.75K +53 +0.3%
MIM
1419
Montgomery Investment Management
Maryland
$562K -$12K -362 -2%
SB
1420
Simmons Bank
Arkansas
$561K -$13.1K -397 -2%
RFA
1421
Resurgent Financial Advisors
Georgia
$561K +$52.1K +1,576 +11%
CA
1422
CoreCap Advisors
Michigan
$561K -$5.62K -170 -1%
BCM
1423
Boltwood Capital Management
California
$561K -$184K -5,555 -26%
PG
1424
Proffitt & Goodson
Tennessee
$555K +$56.9K +1,721 +12%
SDWIA
1425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$555K +$525K +15,864 New