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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Accurate Wealth Management
Florida
$268K +$3.86K +20 +1%
CPIA
1027
Cornell Pochily Investment Advisors
New York
$267K – – –
WA
1028
WealthTrust Axiom
Pennsylvania
$267K – – –
LA
1029
Lifeworks Advisors
Michigan
$267K -$51.9K -269 -16%
NorthRock Partners
1030
NorthRock Partners
Minnesota
$267K +$265K +1,373 New
CIS
1031
Connors Investor Services
Pennsylvania
$266K – – –
NWM
1032
Northcape Wealth Management
New York
$266K -$16.2K -84 -6%
AG
1033
Ascent Group
Virginia
$265K -$463K -2,399 -64%
VC
1034
Vicus Capital
Pennsylvania
$264K +$262K +1,359 New
Caprock Group
1035
Caprock Group
Idaho
$264K -$48.8K -253 -16%
RAM
1036
Ramirez Asset Management
New York
$260K -$77.2K -400 -23%
MJRIC
1037
Mogy Joel R Investment Counsel
California
$259K – – –
NewEdge Wealth
1038
NewEdge Wealth
Pennsylvania
$259K +$255K +1,322 New
BFA
1039
Beaumont Financial Advisors
Massachusetts
$256K +$772 +4 +0.3%
P
1040
Pitcairn
Pennsylvania
$256K +$5.59K +29 +2%
YIA
1041
YHB Investment Advisors
Connecticut
$255K -$9.64K -50 -4%
Capula Management
1042
Capula Management
Cayman Islands
$254K +$252K +1,307 New
LAM
1043
LifePro Asset Management
California
$254K +$252K +1,304 New
TPI
1044
Trust Point Inc
Wisconsin
$253K -$456K -2,366 -64%
ET
1045
Equitable Trust
Tennessee
$253K – – –
MIM
1046
MTM Investment Management
South Carolina
$253K +$251K +1,299 New
GP
1047
Girard Partners
Pennsylvania
$251K -$7.72K -40 -3%
BWM
1048
BCGM Wealth Management
Indiana
$250K +$1.74K +9 +0.7%
CCA
1049
Checchi Capital Advisers
California
$248K -$13.3K -69 -5%
IPWA
1050
International Private Wealth Advisors
California
$247K -$14.1K -73 -5%