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Name Holding Trade Value Shares
Change
Change in
Stake
APC
1801
Aspire Private Capital
North Carolina
$123K +$19K +76 +20%
BWM
1802
Baystate Wealth Management
Massachusetts
$120K -$1K -4 -0.9%
BGIM
1803
Brandywine Global Investment Management
Pennsylvania
$120K
FCMT
1804
Founders Capital Management (Texas)
Texas
$119K -$12.5K -50 -10%
EARNEST Partners
1805
EARNEST Partners
Georgia
$116K
SIMG
1806
Stephens Investment Management Group
Texas
$114K
Cohen & Steers
1807
Cohen & Steers
New York
$114K +$15.5K +62 +17%
TC
1808
Trust Company
Kansas
$112K -$5.25K -21 -5%
KPCM
1809
Kings Point Capital Management
New York
$111K
NCM
1810
Nelson Capital Management
California
$111K
RBC
1811
Roble Belko & Company
Pennsylvania
$108K
WCG
1812
Weaver Consulting Group
California
$107K
PCA
1813
Providence Capital Advisors
North Carolina
$107K +$1.25K +5 +1%
FNBOSM
1814
First National Bank of South Miami
Florida
$105K
CBT
1815
Central Bank & Trust
Kentucky
$104K +$21K +84 +27%
PFO
1816
Pathstone Family Office
New Jersey
$103K +$32.5K +130 +50%
TPWA
1817
TRUE Private Wealth Advisors
Oregon
$98K +$93.3K +373 New
PO
1818
Private Ocean
California
$93K
LA
1819
Legacy Advisors
Pennsylvania
$93K +$34.8K +139 +66%
WAS
1820
Winch Advisory Services
Wisconsin
$91K +$3.5K +14 +4%
AWM
1821
Apollon Wealth Management
South Carolina
$89K +$84.3K +337 New
LWM
1822
Liberty Wealth Management
California
$88K -$3K -12 -3%
BCM
1823
Blume Capital Management
California
$86K
IWA
1824
Intercontinental Wealth Advisors
Texas
$86K +$81.3K +325 New
CIM
1825
Contravisory Investment Management
Massachusetts
$85K +$10.8K +43 +15%