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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.76M
IA
27
IFP Advisors
Florida
$1.61M -$2.79M -61,332 -64%
MWM
28
Modera Wealth Management
New Jersey
$1.5M
M&T Bank
29
M&T Bank
New York
$1.42M +$1.4M +30,700 New
NC
30
NewSquare Capital
Pennsylvania
$1.41M +$138K +3,025 +11%
RA
31
RFG Advisory
Alabama
$1.41M +$54.4K +1,195 +4%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$146K -3,217 -10%
IA
33
Insight Advisors
Pennsylvania
$1.15M +$567K +12,466 +104%
MSAM
34
Moloney Securities Asset Management
Missouri
$1.06M +$1.05M +23,041 New
Stifel Financial
35
Stifel Financial
Missouri
$993K -$2.05K -45 -0.2%
Goldman Sachs
36
Goldman Sachs
New York
$987K
AW
37
ACG Wealth
Georgia
$964K -$534K -11,735 -36%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$926K -$42.4K -933 -4%
KFP
39
KMG Fiduciary Partners
Ohio
$909K +$50.9K +1,120 +6%
ARC
40
Advisor Resource Council
Texas
$900K +$887K +19,495 New
GAG
41
GM Advisory Group
New York
$747K +$5.09K +112 +0.7%
SPIA
42
Steward Partners Investment Advisory
New York
$707K -$11.4K -250 -2%
AWA
43
Arkadios Wealth Advisors
Georgia
$648K -$73.6K -1,618 -10%
CA
44
Cetera Advisors
Colorado
$618K -$63.4K -1,394 -9%
BHWM
45
Bar Harbor Wealth Management
New Hampshire
$597K -$198K -4,347 -25%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$590K -$91.7K -2,015 -14%
CPIG
47
Chicago Partners Investment Group
Illinois
$583K -$7.14K -157 -1%
Ameriprise
48
Ameriprise
Minnesota
$490K +$1.23K +27 +0.3%
BFG
49
Berger Financial Group
Minnesota
$485K
IFWM
50
Institute for Wealth Management
Colorado
$460K