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Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
Wambolt & Associates
Colorado
$1.5M +$167K +815 +14%
CCC
352
Crescent Capital Consulting
Louisiana
$1.5M +$4.1K +20 +0.3%
LC
353
Lindbrook Capital
California
$1.47M +$1.07M +5,237 +361%
PCP
354
Proficio Capital Partners
Massachusetts
$1.47M
SWP
355
Stratos Wealth Partners
Ohio
$1.47M +$112K +545 +9%
AWP
356
Accretive Wealth Partners
New Jersey
$1.47M +$36.3K +177 +3%
RC
357
Roundview Capital
New Jersey
$1.46M +$17.8K +87 +1%
SFFS
358
Stonehage Fleming Financial Services
Jersey
$1.45M
SIG
359
Stonegate Investment Group
Alabama
$1.44M +$1.34M +6,542 New
BRC
360
Bell Rock Capital
Delaware
$1.44M +$1.33M +6,476 New
MGWM
361
Marks Group Wealth Management
Minnesota
$1.43M +$578K +2,820 +77%
PFO
362
Pathstone Family Office
New Jersey
$1.43M +$38.1K +186 +3%
MCM
363
McKinley Capital Management
Alaska
$1.43M -$87.6K -427 -6%
HCC
364
Hirtle Callaghan & Co
Pennsylvania
$1.42M +$1.32M +6,449 New
JIC
365
Joel Isaacson & Co
New York
$1.41M +$2.25K +11 +0.2%
TPWM
366
Twelve Points Wealth Management
Massachusetts
$1.4M +$1.3M +6,335 New
HNB
367
Huntington National Bank
Ohio
$1.39M +$136K +664 +12%
AWM
368
Aberdeen Wealth Management
Illinois
$1.38M -$6.77K -33 -0.5%
RPC
369
Rossmore Private Capital
Connecticut
$1.38M +$20.5K +100 +2%
FFWA
370
FRG Family Wealth Advisors
Washington
$1.37M
AIM
371
Aigen Investment Management
New York
$1.37M +$1.32M +6,433 New
DBRC
372
D.B. Root & Company
Pennsylvania
$1.37M -$13.1K -64 -1%
RWM
373
Ritholtz Wealth Management
New York
$1.36M +$206K +1,007 +19%
DHFB
374
Dixon Hubard Feinour & Brown
Virginia
$1.36M +$1.27M +6,193 New
CNBTD
375
Citizens National Bank Trust Department
Mississippi
$1.35M -$1.37M -6,705 -52%