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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
851
Ridgecrest Wealth Partners
California
$423K +$1.46K +115 +0.4%
Financial Engines Advisors
852
Financial Engines Advisors
California
$423K +$193K +15,233 +120%
FPAS
853
Focus Partners Advisor Solutions
Missouri
$423K -$72.7K -5,749 -17%
ERIC
854
Eagle Rock Investment Company
Georgia
$423K
WPC
855
Wedmont Private Capital
Pennsylvania
$422K -$21.3K -1,687 -6%
CCWM
856
Cassaday & Co Wealth Management
Virginia
$422K +$5.77K +456 +2%
GCM
857
Gables Capital Management
Florida
$422K +$35.4K +2,800 +11%
WG
858
Welch Group
Alabama
$421K +$127 +10 +0%
SGCA
859
Steel Grove Capital Advisors
Tennessee
$417K +$911 +72 +0.3%
WPC
860
Waters Parkerson & Co
Louisiana
$417K
WSTAM
861
Wilbanks Smith & Thomas Asset Management
Virginia
$416K
CWP
862
Curated Wealth Partners
California
$414K
MGIA
863
Moneta Group Investment Advisors
Missouri
$413K -$108K -8,507 -24%
QCM
864
Qsemble Capital Management
New York
$413K +$345K +27,300 New
CBFP
865
Cedar Brook Financial Partners
Ohio
$412K -$949 -75 -0.3%
PM
866
Penbrook Management
New York
$411K
ANTB
867
AMG National Trust Bank
Colorado
$411K -$6.76K -534 -2%
SW
868
SteelPeak Wealth
California
$410K -$308K -24,373 -47%
NC
869
NovaPoint Capital
Georgia
$409K +$595 +47 +0.2%
HI
870
Horizon Investments
North Carolina
$406K +$52.5K +4,151 +18%
LA
871
LexAurum Advisors
Kansas
$406K +$29.9K +2,367 +10%
FMTC
872
Farmers & Merchants Trust Company
California
$404K -$42.8K -3,387 -11%
SSG
873
Summit Securities Group
New York
$400K -$333K -26,343 -50%
BAAM
874
Baker Avenue Asset Management
California
$399K +$263K +20,784 +371%
CFB
875
Cullen/Frost Bankers
Texas
$399K -$10.4K -825 -3%