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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1551
Wealthspire Advisors (New York)
New York
$670K -$302K -3,589 -28%
CC
1552
Centiva Capital
New York
$667K -$767K -9,119 -50%
SA
1553
Strategic Advisors
New York
$665K -$295K -3,513 -28%
QPWM
1554
Quadrant Private Wealth Management
Pennsylvania
$660K +$2.35K +28 +0.3%
TFS
1555
Thoroughbred Financial Services
Tennessee
$658K -$230K -2,730 -23%
PCMK
1556
Paragon Capital Management (Kansas)
Kansas
$658K +$29.2K +347 +4%
W
1557
WealthStone
Ohio
$658K +$206K +2,453 +37%
RWM
1558
Ritholtz Wealth Management
New York
$657K -$6.48K -77 -0.8%
CCM
1559
Carlson Capital Management
Minnesota
$656K -$26.1K -310 -3%
WPA
1560
Winning Points Advisors
Florida
$653K +$25.6K +304 +3%
PWP
1561
Principle Wealth Partners
Connecticut
$651K -$43.5K -517 -5%
SC
1562
Searle & Co
Connecticut
$651K +$39.1K +465 +5%
FTC
1563
Farmers Trust Company
Ohio
$648K -$117K -1,394 -13%
GRQ
1564
Gardner Russo & Quinn
Pennsylvania
$646K -$11.5K -137 -2%
SFG
1565
StrategIQ Financial Group
Indiana
$645K -$18K -214 -2%
WIA
1566
World Investment Advisors
California
$642K +$46K +547 +7%
Loomis, Sayles & Company
1567
Loomis, Sayles & Company
Massachusetts
$640K +$691K +8,222 +1,244%
RW
1568
RVW Wealth
California
$640K +$748K +8,890 New
TIA
1569
Trust Investment Advisors
Indiana
$635K -$17.4K -207 -2%
SIC
1570
Sigma Investment Counselors
Michigan
$634K -$758K -9,010 -51%
WP
1571
WealthShield Partners
North Carolina
$634K +$331K +3,932 +81%
ACM
1572
Alta Capital Management
Utah
$633K -$2.02M -23,981 -73%
DJSG
1573
D.J. St. Germain
Massachusetts
$631K -$30.6K -364 -4%
WCM
1574
Windsor Capital Management
Arizona
$630K -$66.8K -794 -8%
MFP
1575
Meridian Financial Partners
Virginia
$630K -$21.9K -260 -3%