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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1351
Personal CFO Solutions
New Jersey
$2.34M -$25.7K -64 -1%
TRIA
1352
Trail Ridge Investment Advisors
Colorado
$2.34M +$1.2K +3 +0.1%
WI
1353
WrapManager Inc
California
$2.33M -$12.8K -32 -0.5%
LSPW
1354
Lake Street Private Wealth
Illinois
$2.33M +$19.7K +49 +0.8%
JSC
1355
Jackson Square Capital
California
$2.32M +$16.9K +42 +0.7%
SA
1356
Sicart Associates
New York
$2.32M -$2.41K -6 -0.1%
HH
1357
Hilltop Holdings
Texas
$2.32M +$167K +415 +8%
WLPWM
1358
Walled Lake Planning & Wealth Management
Illinois
$2.32M +$2.41K +6 +0.1%
OIA
1359
Optimum Investment Advisors
Illinois
$2.31M -$22.1K -55 -0.9%
QT
1360
Quantbot Technologies
New York
$2.31M -$3.12M -7,776 -57%
PIWA
1361
Prevail Innovative Wealth Advisors
Kansas
$2.3M +$864K +2,153 +59%
AG
1362
Advocate Group
Minnesota
$2.29M +$609K +1,517 +35%
RA
1363
RiverPark Advisors
New York
$2.29M – – –
SCI
1364
S&CO Inc
Massachusetts
$2.29M +$12K +30 +0.5%
BOH
1365
Bank of Hawaii
Hawaii
$2.29M -$52.2K -130 -2%
SCA
1366
Sander Capital Advisors
Washington
$2.28M – – –
CWM
1367
Congress Wealth Management
Massachusetts
$2.28M +$446K +1,112 +24%
JCM
1368
Jacobi Capital Management
Pennsylvania
$2.28M +$192K +478 +9%
PP
1369
Pegasus Partners
Wisconsin
$2.27M +$286K +713 +14%
VFA
1370
Voya Financial Advisors
Connecticut
$2.27M +$40.1K +100 +2%
JHP
1371
James Hambro & Partners
United Kingdom
$2.26M -$74.3K -185 -3%
MC
1372
Martin & Co
Tennessee
$2.26M +$15.3K +38 +0.7%
BEI
1373
Benjamin Edwards Inc
Missouri
$2.25M -$199K -496 -8%
CWM
1374
Cornerstone Wealth Management
Missouri
$2.25M +$122K +303 +6%
CA
1375
Continuum Advisory
Idaho
$2.25M -$88.3K -220 -4%
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