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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1051
BDFS Capital
Delaware
$518K +$525K +1,970 New
CFSG
1052
Clark Financial Services Group
Missouri
$518K
CIA
1053
Cape Investment Advisory
Georgia
$516K +$2.4K +9 +0.5%
CFG
1054
Certior Financial Group
Pennsylvania
$516K +$1.06K +4 +0.2%
TCPW
1055
Twin City Private Wealth
North Carolina
$514K +$78.6K +295 +18%
SIC
1056
Salem Investment Counselors
North Carolina
$514K +$133K +498 +34%
KCP
1057
Kera Capital Partners
California
$513K +$80.2K +301 +20%
FRA
1058
Frank Rimerman Advisors
California
$511K -$533 -2 -0.1%
BTI
1059
Blue Trust Inc
Georgia
$504K -$334K -1,255 -40%
PWAM
1060
Private Wealth Asset Management
Iowa
$502K -$7.99K -30 -2%
MWM
1061
Modera Wealth Management
New Jersey
$500K +$13.6K +51 +3%
EWA
1062
EverSource Wealth Advisors
Alabama
$500K -$2.13K -8 -0.4%
WB
1063
WesBanco Bank
West Virginia
$497K
RWM
1064
Ritholtz Wealth Management
New York
$493K -$73K -274 -13%
PWP
1065
Perfromance Wealth Partners
Illinois
$493K -$290K -1,087 -37%
AU
1066
AlphaGrep UK
$492K +$499K +1,873 New
GC
1067
Grimes & Company
Massachusetts
$490K -$41.5K -156 -8%
SP
1068
Stonebrook Private
Michigan
$489K +$23.4K +88 +5%
WETS
1069
Wealth Enhancement Trust Services
South Dakota
$489K +$496K +1,861 New
KA
1070
Klingman & Associates
New York
$486K +$13.3K +50 +3%
DBG
1071
De Burlo Group
Massachusetts
$486K
LS
1072
Livforsakringsbolaget Skandia
Sweden
$485K
MA
1073
MJP Associates
Connecticut
$480K -$2.66K -10 -0.5%
PWA
1074
Phoenix Wealth Advisors
North Carolina
$477K -$5.59K -21 -1%
WAP
1075
Wealthcare Advisory Partners
Pennsylvania
$474K +$12.5K +47 +3%