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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1926
Bulltick Wealth Management
Florida
$603K +$215K +621 +59%
SWA
1927
Stratos Wealth Advisors
Ohio
$600K -$59.8K -173 -9%
CA
1928
Calton & Associates
Florida
$596K -$43.6K -126 -7%
Marshall Wace
1929
Marshall Wace
United Kingdom
$595K -$909K -2,628 -61%
RIM
1930
Rockbridge Investment Management
New York
$595K +$2.08K +6 +0.4%
CWS
1931
Cypress Wealth Services
California
$591K -$7.26K -21 -1%
TIM
1932
Tevis Investment Management
Texas
$591K +$569K +1,644 New
EWA
1933
ERTS Wealth Advisors
Michigan
$587K -$24.9K -72 -4%
EPWM
1934
Essex Private Wealth Management
Massachusetts
$587K -$8.99K -26 -2%
OFS
1935
Oldfather Financial Services
Nebraska
$586K +$3.8K +11 +0.7%
CB
1936
Community Bank
New York
$586K +$128K +370 +29%
LWMM
1937
Legacy Wealth Management (Mississippi)
Mississippi
$586K +$2.08K +6 +0.4%
CFSG
1938
Clark Financial Services Group
Missouri
$584K +$43.9K +127 +8%
AC
1939
Avestar Capital
New York
$584K +$149K +431 +36%
MKC
1940
M. Kraus & Co
Vermont
$583K -$3.46K -10 -0.6%
ECG
1941
Edge Capital Group
Georgia
$583K +$346 +1 +0.1%
JSL
1942
JT Stratford LLC
Georgia
$582K +$165K +477 +42%
LAS
1943
LWM Advisory Services
Florida
$582K +$560K +1,620 New
RP
1944
Riverwater Partners
Wisconsin
$582K +$560K +1,620 New
FOA
1945
Five Oceans Advisors
California
$580K +$14.5K +42 +3%
MIM
1946
Moseley Investment Management
Florida
$579K -$1.38K -4 -0.2%
CA
1947
Claro Advisors
Massachusetts
$579K +$33.5K +97 +6%
CFA
1948
Carroll Financial Associates
North Carolina
$577K -$220K -635 -28%
VWM
1949
Vigilare Wealth Management
Arizona
$577K +$346 +1 +0.1%
HGWM
1950
Horst & Graben Wealth Management
Oregon
$575K +$692 +2 +0.1%