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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1101
Wafra Inc
New York
$4.4M – – –
CPWA
1102
Cerro Pacific Wealth Advisors
California
$4.36M +$20.2K +116 +0.5%
MGIA
1103
Moneta Group Investment Advisors
Missouri
$4.35M +$298K +1,706 +7%
PTCG
1104
Pring Turner Capital Group
California
$4.35M -$69.8K -400 -2%
Verition Fund Management
1105
Verition Fund Management
Connecticut
$4.34M -$10M -57,536 -70%
RC
1106
Reik & Co
New York
$4.32M – – –
CIC
1107
Chase Investment Counsel
Virginia
$4.32M – – –
IWN
1108
Independent Wealth Network
Iowa
$4.31M +$35.9K +206 +0.9%
RWA
1109
Ropes Wealth Advisors
Massachusetts
$4.3M +$175K +1,001 +4%
SIM
1110
Stratos Investment Management
Ohio
$4.28M -$190K -1,089 -4%
BBWA
1111
Bell & Brown Wealth Advisors
California
$4.27M -$85.2K -488 -2%
SIA
1112
Sage Investment Advisers
New York
$4.27M -$34K -195 -0.8%
WSWA
1113
Warren Street Wealth Advisors
California
$4.27M -$492K -2,821 -11%
B
1114
Bailard
California
$4.26M -$31.8K -182 -0.8%
BCM
1115
Boltwood Capital Management
California
$4.25M -$33.5K -192 -0.8%
CI
1116
Cigna Investments
Connecticut
$4.24M -$45.2K -259 -1%
IWM
1117
IHT Wealth Management
Illinois
$4.24M -$15.4K -88 -0.4%
HVP
1118
Hudson Value Partners
Florida
$4.23M +$149K +854 +4%
LSAG
1119
Lake Street Advisors Group
New Hampshire
$4.23M +$4.11M +23,573 New
RWM
1120
RKL Wealth Management
Pennsylvania
$4.23M -$76.3K -437 -2%
CPC
1121
Consolidated Planning Corp
Georgia
$4.22M +$149K +851 +4%
HVIA
1122
Hudson Valley Investment Advisors
New York
$4.21M -$1.14M -6,546 -22%
WIS
1123
Wright Investors Service
Connecticut
$4.21M +$112K +644 +3%
CIAS
1124
Capital Investment Advisory Services
North Carolina
$4.21M +$56.2K +322 +1%
CWS
1125
Confluence Wealth Services
Pennsylvania
$4.21M +$61.4K +352 +2%