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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
801
Triangle Securities Wealth Management
North Carolina
$1.4M -$502K -3,300 -26%
CAPTRUST Financial Advisors
802
CAPTRUST Financial Advisors
North Carolina
$1.39M +$115K +759 +9%
CG
803
Colony Group
Massachusetts
$1.39M +$67.5K +444 +5%
EWA
804
EP Wealth Advisors
California
$1.39M +$1.04M +6,812 +270%
ACM
805
Alpha Capital Management
Texas
$1.38M +$33.7K +222 +2%
OFS
806
Orrstown Financial Services
Pennsylvania
$1.36M -$5.78K -38 -0.4%
KA
807
Kovack Advisors
Florida
$1.35M -$17.5K -115 -1%
ER
808
Enlightenment Research
Florida
$1.35M +$973K +6,400 +237%
BP
809
Ballentine Partners
Massachusetts
$1.34M +$7.75K +51 +0.6%
TA
810
Townsend & Associates
Colorado
$1.34M -$8.51K -56 -0.6%
WBC
811
West Branch Capital
Massachusetts
$1.34M +$823K +5,417 +150%
MAM
812
Martingale Asset Management
Massachusetts
$1.34M -$106K -699 -7%
UBG
813
United Bank (Georgia)
Georgia
$1.33M -$198K -1,304 -13%
CPC
814
Congress Park Capital
New York
$1.32M
AL
815
Aspiriant LLC
California
$1.32M +$843K +5,550 +168%
LWS
816
Lucia Wealth Services
California
$1.31M +$1.18M +7,782 +750%
FMB
817
Field & Main Bank
Kentucky
$1.3M
TIA
818
Tiemann Investment Advisors
California
$1.3M +$3.8K +25 +0.3%
IFWM
819
Institute for Wealth Management
Colorado
$1.29M +$474K +3,121 +56%
NFG
820
Nations Financial Group
Iowa
$1.29M +$403K +2,649 +47%
EWM
821
Executive Wealth Management
Michigan
$1.29M -$147K -966 -10%
Qube Research & Technologies (QRT)
822
Qube Research & Technologies (QRT)
United Kingdom
$1.29M +$1.32M +8,669 New
CAL
823
Capital Analysts LLC
Pennsylvania
$1.28M +$19.6K +129 +2%
SMFS
824
Squar Milner Financial Services
California
$1.25M +$703K +4,628 +1,282%
AWM
825
Avitas Wealth Management
California
$1.25M +$7.6K +50 +0.6%