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Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Grimes & Company
Massachusetts
$899K -$27.8K -399 -3%
SBIA
602
Sheaff Brock Investment Advisors
Indiana
$894K -$31.4K -450 -4%
BPC
603
Banque Pictet & Cie
Switzerland
$891K +$558K +8,000 +199%
RCM
604
Raleigh Capital Management
North Carolina
$887K -$61.8K -887 -7%
MA
605
Montag & Associates
Georgia
$885K – – –
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$875K +$19.5K +280 +2%
PWG
607
Portside Wealth Group
Utah
$873K +$29.7K +426 +4%
MYIA
608
Mount Yale Investment Advisors
Colorado
$870K -$4.25K -61 -0.5%
PCA
609
Peddock Capital Advisors
Massachusetts
$865K +$5.23K +75 +0.6%
AWM
610
Accurate Wealth Management
Florida
$855K +$36.8K +528 +5%
WDC
611
Woodward Diversified Capital
California
$855K +$88.9K +1,276 +12%
BCV
612
Banque Cantonale Vaudoise
Switzerland
$852K -$1.57M -22,579 -66%
CBB
613
Citizens Business Bank
California
$851K +$801K +11,486 New
SFA
614
Sequoia Financial Advisors
Ohio
$848K -$123K -1,765 -13%
SPC
615
Spirepoint Private Client
Florida
$841K +$791K +11,344 New
HWP
616
Highline Wealth Partners
California
$840K – – –
NL
617
Navalign LLC
California
$836K +$23.3K +334 +3%
CC
618
Cipher Capital
New York
$831K -$5.04M -72,354 -87%
PT
619
Plimoth Trust
Massachusetts
$827K -$8.36K -120 -1%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$821K -$2.58K -37 -0.3%
PK
621
Pflug Koory
Nebraska
$819K -$976 -14 -0.1%
DEA
622
DoubleLine ETF Adviser
Florida
$819K +$43.8K +629 +6%
CAAS
623
Capital Asset Advisory Services
Michigan
$806K -$132K -1,893 -15%
IFWM
624
Institute for Wealth Management
Colorado
$799K +$152K +2,174 +25%
GIA
625
Gateway Investment Advisers
Ohio
$793K +$509K +7,299 +214%