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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1051
Proficio Capital Partners
Massachusetts
$1.18M +$18K +29 +2%
SFFS
1052
Stonehage Fleming Financial Services
Jersey
$1.17M -$231K -372 -17%
KIC
1053
Kensington Investment Counsel
California
$1.16M +$2.48K +4 +0.2%
SSWM
1054
Smith Salley Wealth Management
North Carolina
$1.16M +$133K +215 +14%
FCH
1055
Freestone Capital Holdings
Washington
$1.15M -$1.09M -1,756 -50%
GRP
1056
Global Retirement Partners
California
$1.15M +$177K +285 +20%
WAM
1057
Weatherly Asset Management
California
$1.13M -$41.6K -67 -4%
PW
1058
Peninsula Wealth
California
$1.13M -$298K -481 -21%
SIG
1059
Sargent Investment Group
Maryland
$1.13M +$1.86K +3 +0.2%
MW
1060
Marcum Wealth
Ohio
$1.13M +$32.9K +53 +3%
OL
1061
Optas LLC
Texas
$1.12M +$12.4K +20 +1%
WA
1062
WBH Advisory
Maryland
$1.12M
MA
1063
MJP Associates
Connecticut
$1.12M +$94.9K +153 +10%
UAS
1064
United Asset Strategies
New York
$1.11M +$53.3K +86 +5%
VLKIM
1065
Van Lanschot Kempen Investment Management
Netherlands
$1.11M -$363K -586 -26%
GGV
1066
GG Group Ventures
Florida
$1.11M +$1.06M +1,713 New
IWM
1067
IHT Wealth Management
Illinois
$1.11M +$59.5K +96 +6%
SC
1068
Syon Capital
California
$1.1M -$99.9K -161 -9%
NL
1069
NVWM LLC
Pennsylvania
$1.1M -$245K -395 -19%
PL
1070
Parthenon LLC
Kentucky
$1.1M
GAMC
1071
Garner Asset Management Corp
Texas
$1.1M -$2.48K -4 -0.2%
SIA
1072
Schear Investment Advisers
Ohio
$1.09M +$132K +213 +15%
BWP
1073
BSW Wealth Partners
Colorado
$1.09M -$27.3K -44 -3%
TWM
1074
Trueblood Wealth Management
Ohio
$1.09M +$17.4K +28 +2%
APP
1075
Avantax Planning Partners
Iowa
$1.08M -$19.8K -32 -2%