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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1001
Pines Wealth Management
North Carolina
$3.11M -$42.9K -216 -2%
SCA
1002
Sassicaia Capital Advisers
New York
$3.09M +$2.03M +10,250 New
TIS
1003
Titan Investment Solutions
$3.08M -$200K -1,006 -9%
MMA
1004
Miracle Mile Advisors
California
$3.07M +$568K +2,859 +39%
NDSI
1005
Newman Dignan & Sheerar Inc
Rhode Island
$3.07M -$138K -697 -6%
CFP
1006
Catalyst Financial Partners
Massachusetts
$3.06M +$111K +559 +6%
LGA
1007
Lebenthal Global Advisors
New York
$3.05M +$103K +519 +5%
CIA
1008
Capital Investment Advisors
Georgia
$3.05M +$188K +947 +10%
VSQM
1009
V-Square Quantitative Management
Illinois
$3.03M +$936K +4,715 +88%
FCB
1010
First County Bank
Connecticut
$3.02M -$63.5K -320 -3%
BHCM
1011
Brevan Howard Capital Management
Jersey
$3.01M +$325K +1,637 +20%
CRI
1012
Commonwealth Retirement Investments
Virginia
$3M -$4.96K -25 -0.3%
MFG
1013
Menard Financial Group
Texas
$2.98M +$147K +743 +8%
KA
1014
Kintegral Advisory
New York
$2.98M – – –
SI
1015
Symmetry Investments
Jersey
$2.97M +$1.96M +9,850 New
MWM
1016
Modern Wealth Management
Kansas
$2.97M +$527K +2,656 +37%
AIA
1017
AIMZ Investment Advisors
California
$2.96M – – –
FFM
1018
Fisher Funds Management
New Zealand
$2.95M – – –
PFG
1019
Prosperity Financial Group
California
$2.94M -$6.35K -32 -0.3%
TC
1020
TownSquare Capital
Utah
$2.92M -$137K -692 -7%
EWM
1021
EPG Wealth Management
Georgia
$2.92M -$152K -766 -7%
DCA
1022
DSG Capital Advisors
Minnesota
$2.9M -$492K -2,480 -16%
Kovitz Investment Group Partners
1023
Kovitz Investment Group Partners
Illinois
$2.89M -$476K -2,398 -20%
CTA
1024
Chesley Taft & Associates
Illinois
$2.89M -$783K -3,945 -29%
MGAM
1025
McGowan Group Asset Management
Texas
$2.88M +$29.8K +150 +2%