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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
501
Personal CFO Solutions
New Jersey
$768K -$106K -231 -13%
WPC
502
Wedmont Private Capital
Pennsylvania
$766K +$14.7K +32 +2%
RA
503
RFG Advisory
Alabama
$765K +$6.9K +15 +0.9%
PA
504
Profund Advisors
Maryland
$740K +$10.1K +22 +1%
IP
505
Intellectus Partners
California
$737K -$11.5K -25 -2%
GT
506
Greenleaf Trust
Michigan
$727K -$35K -76 -5%
SCM
507
Spreng Capital Management
Ohio
$722K – – –
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$721K +$696K +1,512 New
SWA
509
Stratos Wealth Advisors
Ohio
$720K -$9.66K -21 -1%
CCA
510
Checchi Capital Advisers
California
$719K +$920 +2 +0.1%
OC
511
Oppenheimer & Co
New York
$715K +$690K +1,500 New
WI
512
Wahed Invest
New York
$706K +$79.6K +173 +13%
CF
513
Copperwynd Financial
Arizona
$702K +$61.2K +133 +10%
XT
514
XTX Topco
Cayman Islands
$693K +$669K +1,453 New
NP
515
NorthRock Partners
Minnesota
$688K +$17K +37 +3%
S
516
SignatureFD
Georgia
$678K +$99K +215 +18%
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$678K -$46.5K -101 -7%
KPWS
518
Kestra Private Wealth Services
Texas
$672K +$649K +1,411 New
GC
519
Gilbert & Cook
Iowa
$669K -$12K -26 -2%
EWA
520
Exencial Wealth Advisors
Oklahoma
$665K -$33.1K -72 -5%
WI
521
WrapManager Inc
California
$665K -$11K -24 -2%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$657K -$15.5M -33,579 -96%
MCC
523
Money Concepts Capital
Florida
$650K +$627K +1,363 New
MYAM
524
Meiji Yasuda Asset Management
Japan
$626K -$683K -1,484 -53%
EGWAG
525
Elwood & Goetz Wealth Advisory Group
Georgia
$617K +$596K +1,294 New