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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Altman Advisors
Illinois
$2.55M +$19.9K +88 +0.8%
CC
1202
ClearArc Capital
Ohio
$2.54M -$1.1M -4,858 -29%
EH
1203
Equitable Holdings
New York
$2.54M +$2.64M +11,642 New
OPS
1204
Orion Portfolio Solutions
Nebraska
$2.54M +$2.63M +11,631 New
CCA
1205
Checchi Capital Advisers
California
$2.54M +$7.25K +32 +0.3%
AWM
1206
Aberdeen Wealth Management
Illinois
$2.53M +$2.62M +11,567 New
WPP
1207
Whalerock Point Partners
Rhode Island
$2.52M -$80.2K -354 -3%
IC
1208
Inscription Capital
Texas
$2.51M +$346K +1,528 +15%
RE
1209
RBC Europe
United Kingdom
$2.51M – – –
DAM
1210
Diamant Asset Management
Connecticut
$2.5M -$204K -900 -7%
DWM
1211
Doyle Wealth Management
Florida
$2.5M -$245K -1,080 -9%
ECG
1212
Edge Capital Group
Georgia
$2.5M -$229K -1,013 -8%
NSIM
1213
North Star Investment Management
Illinois
$2.49M +$301K +1,330 +13%
DLA
1214
Douglas Lane & Associates
New York
$2.47M -$10.4K -46 -0.4%
AC
1215
Abbrea Capital
California
$2.47M -$21.3K -94 -0.8%
CBB
1216
Citizens Business Bank
California
$2.47M – – –
CFA
1217
Carroll Financial Associates
North Carolina
$2.47M -$9.29K -41 -0.4%
BJL
1218
Brighton Jones LLC
Washington
$2.46M +$196K +867 +8%
SFM
1219
Signet Financial Management
New Jersey
$2.46M +$8.61K +38 +0.3%
GLR
1220
Great Lakes Retirement
Ohio
$2.46M +$2.55M +11,262 New
WP
1221
WealthSource Partners
California
$2.45M -$605K -2,672 -19%
BCCM
1222
Bridge Creek Capital Management
Massachusetts
$2.44M -$129K -570 -5%
TCBWMS
1223
Texas Capital Bank Wealth Management Services
Texas
$2.43M +$2.52M +11,139 New
LCS
1224
Levin Capital Strategies
New York
$2.43M – – –
WAG
1225
Winthrop Advisory Group
Massachusetts
$2.42M -$11.8K -52 -0.5%
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