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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1101
Cerro Pacific Wealth Advisors
California
$4.36M +$20.2K +116 +0.5%
MGIA
1102
Moneta Group Investment Advisors
Missouri
$4.35M +$298K +1,706 +7%
PTCG
1103
Pring Turner Capital Group
California
$4.35M -$69.8K -400 -2%
Verition Fund Management
1104
Verition Fund Management
Connecticut
$4.34M -$10M -57,536 -70%
RC
1105
Reik & Co
New York
$4.32M
CIC
1106
Chase Investment Counsel
Virginia
$4.32M
IWN
1107
Independent Wealth Network
Iowa
$4.31M +$35.9K +206 +0.9%
RWA
1108
Ropes Wealth Advisors
Massachusetts
$4.3M +$175K +1,001 +4%
SIM
1109
Stratos Investment Management
Ohio
$4.28M -$190K -1,089 -4%
BBWA
1110
Bell & Brown Wealth Advisors
California
$4.27M -$85.2K -488 -2%
SIA
1111
Sage Investment Advisers
New York
$4.27M -$34K -195 -0.8%
WSWA
1112
Warren Street Wealth Advisors
California
$4.27M -$492K -2,821 -11%
B
1113
Bailard
California
$4.26M -$31.8K -182 -0.8%
BCM
1114
Boltwood Capital Management
California
$4.25M -$33.5K -192 -0.8%
CI
1115
Cigna Investments
Connecticut
$4.24M -$45.2K -259 -1%
IWM
1116
IHT Wealth Management
Illinois
$4.24M -$15.4K -88 -0.4%
HVP
1117
Hudson Value Partners
Florida
$4.23M +$149K +854 +4%
LSAG
1118
Lake Street Advisors Group
New Hampshire
$4.23M +$4.11M +23,573 New
RWM
1119
RKL Wealth Management
Pennsylvania
$4.23M -$76.3K -437 -2%
CPC
1120
Consolidated Planning Corp
Georgia
$4.22M +$149K +851 +4%
HVIA
1121
Hudson Valley Investment Advisors
New York
$4.21M -$1.14M -6,546 -22%
WIS
1122
Wright Investors Service
Connecticut
$4.21M +$112K +644 +3%
CIAS
1123
Capital Investment Advisory Services
North Carolina
$4.21M +$56.2K +322 +1%
CWS
1124
Confluence Wealth Services
Pennsylvania
$4.21M +$61.4K +352 +2%
FCA
1125
FLC Capital Advisors
California
$4.21M +$189K +1,085 +5%