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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
801
Douglass Winthrop Advisors
New York
$4.52M -$16.6K -68 -0.4%
MP
802
McDonald Partners
Ohio
$4.5M -$170K -695 -4%
CWM
803
C2C Wealth Management
Arizona
$4.48M
HSA
804
HBK Sorce Advisory
Pennsylvania
$4.48M +$178K +727 +4%
ACM
805
Alpha Capital Management
Texas
$4.46M +$4.39M +17,952 New
TCOT
806
Trust Company of Toledo
Ohio
$4.44M +$312K +1,275 +8%
NEWAS
807
N.E.W. Advisory Services
Wisconsin
$4.43M +$125K +513 +3%
CAIM
808
Catherine Avery Investment Management
Florida
$4.43M -$274K -1,121 -6%
NSEDCP
809
NJ State Employees Deferred Compensation Plan
New Jersey
$4.43M -$538K -2,200 -11%
BCM
810
Brookstone Capital Management
Illinois
$4.42M +$368K +1,506 +9%
Envestnet Portfolio Solutions
811
Envestnet Portfolio Solutions
Illinois
$4.42M -$7.31M -29,870 -63%
JIC
812
Joel Isaacson & Co
New York
$4.42M +$190K +775 +5%
CIA
813
Citadel Investment Advisory
Ohio
$4.41M
GI
814
GAMMA Investing
California
$4.4M +$700K +2,862 +19%
SC
815
Stance Capital
Massachusetts
$4.39M +$4.12M +16,832 +2,011%
LBWM
816
Left Brain Wealth Management
Illinois
$4.39M +$4.06M +16,592 +1,548%
NAM
817
NTV Asset Management
West Virginia
$4.38M -$183K -750 -4%
ANTB
818
AMG National Trust Bank
Colorado
$4.38M +$8.32K +34 +0.2%
AM
819
AGF Management
Ontario, Canada
$4.38M +$15.7K +64 +0.4%
MWM
820
Mission Wealth Management
California
$4.38M +$428K +1,748 +11%
LSA
821
L & S Advisors
California
$4.36M -$3.4M -13,906 -44%
KWA
822
Kingswood Wealth Advisors
California
$4.35M +$59.4K +243 +1%
ETC
823
Exchange Traded Concepts
Oklahoma
$4.35M -$226K -924 -5%
MWM
824
Modern Wealth Management
Kansas
$4.35M +$646K +2,640 +18%
PCMK
825
Paragon Capital Management (Kansas)
Kansas
$4.33M -$178K -727 -4%