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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1176
Blue Chip Wealth Management
Florida
$1.55M +$14.6K +53 +0.9%
BPWA
1177
Beacon Pointe Wealth Advisors
California
$1.55M -$58.7K -213 -4%
CCP
1178
Cardan Capital Partners
Colorado
$1.55M +$1.57M +5,691 New
IPW
1179
Inlet Private Wealth
Florida
$1.53M +$138K +500 +10%
PCM
1180
Penserra Capital Management
California
$1.51M +$885K +3,213 +137%
RHAM
1181
Round Hill Asset Management
California
$1.51M -$96.5K -350 -6%
SIA
1182
Starfire Investment Advisers
Michigan
$1.51M +$14.1K +51 +0.9%
PCS
1183
Personal CFO Solutions
New Jersey
$1.5M +$1.52M +5,526 New
RIA
1184
Realta Investment Advisors
Delaware
$1.5M +$6.89K +25 +0.5%
EWM
1185
Elite Wealth Management
Washington
$1.49M -$98.1K -356 -6%
AC
1186
Abbrea Capital
California
$1.49M +$273K +991 +22%
IEFM
1187
IQ EQ Fund Management
Ireland
$1.48M
AP
1188
Appleton Partners
Massachusetts
$1.48M +$11.6K +42 +0.8%
HI
1189
Horizon Investments
North Carolina
$1.48M -$185K -672 -11%
FUBT
1190
First United Bank & Trust
Maryland
$1.47M -$124K -450 -8%
CIA
1191
CSat Investment Advisory
Michigan
$1.47M +$341K +1,236 +30%
IWC
1192
Integrated Wealth Concepts
Massachusetts
$1.47M +$245K +888 +20%
CST
1193
Charles Schwab Trust
Nevada
$1.46M +$1.49M +5,398 New
DBRC
1194
D.B. Root & Company
Pennsylvania
$1.46M -$277K -1,005 -16%
GA
1195
Geller Advisors
New York
$1.45M +$210K +763 +17%
GPA
1196
Garrison Point Advisors
California
$1.44M -$71.6K -260 -5%
UC
1197
Unio Capital
New Jersey
$1.44M
TFS
1198
Thoroughbred Financial Services
Tennessee
$1.44M +$122K +441 +9%
RCM
1199
RB Capital Management
Nevada
$1.43M +$59K +214 +4%
GFP
1200
Gryphon Financial Partners
Ohio
$1.42M +$2.76K +10 +0.2%