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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1101
Proficio Capital Partners
Massachusetts
$1.06M +$477K +746 +79%
IWM
1102
IHT Wealth Management
Illinois
$1.06M -$224K -350 -17%
NB
1103
Nicolet Bankshares
Wisconsin
$1.06M -$137K -215 -11%
WA
1104
WBH Advisory
Maryland
$1.06M -$16.6K -26 -2%
LT
1105
Legacy Trust
Michigan
$1.05M -$2.01M -3,139 -65%
PL
1106
Parthenon LLC
Kentucky
$1.05M
PL
1107
Perpetual Ltd
Australia
$1.05M -$121K -190 -10%
LFAS
1108
Level Four Advisory Services
Texas
$1.05M +$56.9K +89 +6%
IC
1109
Iconiq Capital
California
$1.04M +$549K +859 +107%
MLL
1110
Moody Lynn & Lieberson
Massachusetts
$1.04M -$2.51M -3,930 -70%
NG
1111
Norden Group
Utah
$1.03M -$29.4K -46 -3%
IB
1112
Intrust Bank
Kansas
$1.03M +$58.1K +91 +6%
FCP
1113
Fidelis Capital Partners
Florida
$1.03M +$142K +222 +15%
WFPG
1114
Waller Financial Planning Group
Ohio
$1.03M
HCS
1115
Himension Capital (Singapore)
Singapore
$1.03M +$1.04M +1,633 New
ACM
1116
Advisors Capital Management
New Jersey
$1.02M -$79.2K -124 -7%
BHPW
1117
Beverly Hills Private Wealth
California
$1.02M -$27.5K -43 -3%
WWA
1118
Wealth Watch Advisors
Colorado
$1.01M +$1.03M +1,605 New
Fidelity International
1119
Fidelity International
Bermuda
$1M +$285K +446 +39%
SF
1120
Symphony Financial
Texas
$1M -$639 -1 -0.1%
GAMC
1121
Garner Asset Management Corp
Texas
$999K -$38.3K -60 -4%
Lord, Abbett & Co
1122
Lord, Abbett & Co
New Jersey
$999K +$116K +181 +13%
RCG
1123
Regatta Capital Group
California
$996K +$8.31K +13 +0.8%
VLKIM
1124
Van Lanschot Kempen Investment Management
Netherlands
$995K +$7.67K +12 +0.8%
WAM
1125
Weatherly Asset Management
California
$986K +$9.59K +15 +1%