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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
951
Clearwater Capital Advisors
Illinois
$62K +$61.4K +535 New
WAM
952
Watermark Asset Management
California
$60K +$11.5K +100 +24%
GSC
953
G&S Capital
Colorado
$58K
HRC
954
Hoertkorn Richard Charles
$58K
LWM
955
Lenox Wealth Management
Ohio
$58K +$574 +5 +1%
RFA
956
Reilly Financial Advisors
California
$57K +$35.8K +312 +178%
HDIM
957
Hanson & Doremus Investment Management
Vermont
$52K
KPCM
958
Kings Point Capital Management
New York
$51K +$50.3K +438 New
PFO
959
Pathstone Family Office
New Jersey
$49K
WF
960
WealthTrust Fairport
Ohio
$49K +$48K +418 New
Cohen & Steers
961
Cohen & Steers
New York
$49K +$48.1K +419 New
RE
962
RBC Europe
United Kingdom
$48.6K
BWP
963
Baldwin Wealth Partners
Massachusetts
$48K +$47.3K +412 New
DSC
964
Duncker Streett & Co
Missouri
$47K
SFG
965
SevenBridge Financial Group
Pennsylvania
$47K
BDWM
966
Brewin Dolphin Wealth Management
Ireland
$44.8K
CPIG
967
Chicago Partners Investment Group
Illinois
$41K
Lazard Asset Management
968
Lazard Asset Management
New York
$40K
WPA
969
West Paces Advisors
Georgia
$39.7K
AI
970
ArchPoint Investors
Florida
$39K
RA
971
Rational Advisors
New York
$39K +$38.9K +339 New
SIM
972
Sonora Investment Management
Arizona
$38.8K
AssetMark Inc
973
AssetMark Inc
California
$38K -$31.6K -275 -46%
PCTC
974
Perkins Coie Trust Company
Washington
$37K
PCP
975
Proficio Capital Partners
Massachusetts
$36K -$1.15K -10 -3%