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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1076
Catalyst Financial Partners
Massachusetts
$937K +$5.47K +12 +0.6%
IAIM
1077
International Assets Investment Management
Florida
$936K +$4.56K +10 +0.5%
IAN
1078
Integrated Advisors Network
Texas
$935K +$157K +343 +21%
NC
1079
NewSquare Capital
Pennsylvania
$930K +$67.5K +148 +8%
PCP
1080
Proficio Capital Partners
Massachusetts
$926K -$248K -544 -22%
AO
1081
Advisor OS
Illinois
$923K -$2.74K -6 -0.3%
SpiderRock Advisors
1082
SpiderRock Advisors
Delaware
$923K +$63.4K +139 +8%
ECM
1083
Exchange Capital Management
Michigan
$922K – – –
Confluence Wealth Services
1084
Confluence Wealth Services
Pennsylvania
$921K -$327K -717 -27%
BOH
1085
Bank of Hawaii
Hawaii
$906K – – –
HIC
1086
Holderness Investments Company
North Carolina
$906K +$16.4K +36 +2%
PCM
1087
Princeton Capital Management
New Jersey
$901K -$1.65M -3,608 -66%
DA
1088
Drake & Associates
Wisconsin
$900K -$415K -909 -32%
GWMR
1089
GC Wealth Management RIA
Massachusetts
$898K -$121K -266 -12%
WHCI
1090
W.H. Cornerstone Investments
Massachusetts
$898K -$97.2K -213 -10%
BMC
1091
Beaton Management Company
Massachusetts
$898K – – –
LAM
1092
L2 Asset Management
Massachusetts
$896K +$28.7K +63 +3%
CFG
1093
Carr Financial Group
Massachusetts
$887K -$135K -296 -14%
LFA
1094
Legacy Financial Advisors
Kentucky
$883K +$32.9K +72 +4%
Diversify Wealth Management
1095
Diversify Wealth Management
Utah
$875K +$28.7K +63 +4%
RPWA
1096
Regent Peak Wealth Advisors
Georgia
$873K +$10.5K +23 +1%
Evercore Wealth Management
1097
Evercore Wealth Management
New York
$866K – – –
AFT
1098
Alpha Family Trust
California
$861K -$376K -825 -31%
Meridian Wealth Management
1099
Meridian Wealth Management
Kentucky
$859K +$71.2K +156 +9%
JF
1100
JSF Financial
California
$857K +$102K +223 +14%