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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1426
Court Place Advisors
Maryland
$611K
FFWA
1427
FRG Family Wealth Advisors
Washington
$609K
FWM
1428
Fairhaven Wealth Management
Illinois
$608K -$5.78K -133 -1%
IC
1429
Intersect Capital
California
$605K +$97.1K +2,233 +21%
LCAM
1430
London & Capital Asset Management
United Kingdom
$603K -$158K -3,640 -22%
OFW
1431
Omnia Family Wealth
Florida
$596K -$10.7K -246 -2%
TI
1432
Truepoint Inc
Ohio
$596K -$4.78K -110 -0.8%
AIM
1433
ARGA Investment Management
Connecticut
$595K -$562K -12,925 -50%
AFP
1434
Ausdal Financial Partners
Iowa
$593K +$4.09K +94 +0.7%
TP
1435
Truvvo Partners
New York
$592K -$523K -12,022 -48%
CRC
1436
Curi RMB Capital
Illinois
$586K -$123K -2,838 -18%
PCMI
1437
Paradigm Capital Management Inc
New York
$583K
PCM
1438
Pointe Capital Management
Michigan
$582K +$163K +3,758 +43%
FCMC
1439
Founders Capital Management (Connecticut)
Connecticut
$580K
CP
1440
Covenant Partners
Tennessee
$579K -$78.3K -1,802 -13%
UH
1441
Unigestion Holding
Switzerland
$579K +$215K +4,935 +65%
1W
1442
1776 Wealth
Georgia
$578K +$6.65K +153 +1%
SFG
1443
SNS Financial Group
Minnesota
$578K +$12.3K +283 +2%
APG
1444
Abacus Planning Group
South Carolina
$577K -$3.39K -78 -0.6%
VFP
1445
Verus Financial Partners
Virginia
$577K +$291K +6,683 +115%
GEA
1446
Glen Eagle Advisors
New Jersey
$576K -$3.87K -89 -0.7%
RG
1447
Rathbones Group
United Kingdom
$576K -$74.1K -1,705 -12%
GA
1448
Geller Advisors
New York
$571K -$12.3K -283 -2%
BMC
1449
Beaton Management Company
Massachusetts
$569K -$13.9K -320 -3%
OPA
1450
Old Port Advisors
Maine
$568K +$16.7K +383 +3%