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Name Holding Trade Value Shares
Change
Change in
Stake
VLKIM
1351
Van Lanschot Kempen Investment Management
Netherlands
$767K +$158K +892 +24%
SB
1352
Strategic Blueprint
Georgia
$764K -$101K -570 -11%
RWB
1353
RMR Wealth Builders
New Jersey
$761K +$87.8K +497 +12%
MTC
1354
McDaniel Terry & Co
Texas
$759K +$1.06K +6 +0.1%
TP
1355
Tranquility Partners
Tennessee
$751K +$8.84K +50 +1%
FCA
1356
FLC Capital Advisors
California
$750K +$17.7K +100 +2%
CCI
1357
Credit Capital Investments
New Jersey
$750K +$106K +600 +15%
C
1358
Certuity
Florida
$749K -$5.12K -29 -0.6%
SIG
1359
Sargent Investment Group
Maryland
$745K
GA
1360
GoalVest Advisory
New York
$744K -$530 -3 -0.1%
CC
1361
Cipher Capital
New York
$744K +$796K +4,507 New
VI
1362
Versor Investments
New York
$743K +$795K +4,500 New
DWM
1363
Dakota Wealth Management
Florida
$742K +$1.59K +9 +0.2%
RTC
1364
Riverview Trust Company
Washington
$739K -$17K -96 -2%
CT
1365
Chicago Trust
Illinois
$738K +$3.53K +20 +0.4%
DP
1366
Denver PWM
Colorado
$734K
ACS
1367
Archford Capital Strategies
Illinois
$733K +$214K +1,210 +37%
SC
1368
Saturna Capital
Washington
$731K -$37.5K -212 -5%
NDSI
1369
Newman Dignan & Sheerar Inc
Rhode Island
$720K -$76.9K -435 -9%
GKWIM
1370
Gerber Kawasaki Wealth & Investment Management
California
$720K +$68.7K +389 +10%
CIA
1371
Capital Impact Advisors
Massachusetts
$720K +$283K +1,602 +58%
TWM
1372
Thrive Wealth Management
Pennsylvania
$718K -$3.36K -19 -0.4%
CG
1373
Corundum Group
Colorado
$712K +$762K +4,312 New
SP
1374
Symmetry Partners
Connecticut
$708K
FPAS
1375
Focus Partners Advisor Solutions
Missouri
$708K +$41.9K +237 +6%