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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1851
Curated Wealth Partners
California
$861K +$5.79K +51 +0.7%
GCA
1852
Gradient Capital Advisors
California
$861K +$482K +4,239 +137%
TFS
1853
TrustCore Financial Services
Tennessee
$857K +$61.8K +544 +8%
EGA
1854
E&G Advisors
Texas
$856K – – –
WC
1855
Westhampton Capital
North Carolina
$855K +$74.7K +658 +10%
EWM
1856
Endurance Wealth Management
Rhode Island
$851K – – –
LCM
1857
LCM Capital Management
Illinois
$850K +$27.1K +239 +3%
GC
1858
Gilbert & Cook
Iowa
$849K +$62.1K +547 +8%
VI
1859
Versor Investments
New York
$848K +$94.2K +829 +13%
RP
1860
Rice Partnership
Hawaii
$847K +$40.1K +353 +5%
DW
1861
Domani Wealth
Pennsylvania
$845K +$11.6K +102 +1%
PTC
1862
Philadelphia Trust Company
Pennsylvania
$843K +$34.1K +300 +4%
FNBOSM
1863
First National Bank of South Miami
Florida
$842K +$40.8K +359 +5%
CAM
1864
Campion Asset Management
Virginia
$841K -$25.8K -227 -3%
SG
1865
Stonnington Group
California
$839K +$216K +1,902 +41%
RSC
1866
Red Spruce Capital
Pennsylvania
$838K -$6.82K -60 -0.8%
EWM
1867
Edge Wealth Management
New York
$831K +$133K +1,174 +20%
FA
1868
Fermata Advisors
California
$828K -$4.88K -43 -0.6%
FANJ
1869
Financial Architects (New Jersey)
New Jersey
$828K +$40K +352 +5%
HLOC
1870
H.L. Ormond & Company
North Carolina
$825K +$686K +6,038 New
VCG
1871
Vantage Consulting Group
Virginia
$821K -$121K -1,067 -13%
JWCA
1872
J.W. Coons Advisors
Ohio
$821K -$114K -1,000 -13%
SA
1873
Syntax Advisors
New York
$821K +$795K +6,996 New
VCS
1874
Vaughan & Co Securities
New Jersey
$819K -$4.54K -40 -0.6%
Kovitz Investment Group Partners
1875
Kovitz Investment Group Partners
Illinois
$819K +$139K +1,223 +14%