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Name Holding Trade Value Shares
Change
Change in
Stake
RCC
1326
Red Cedar Capital
Nebraska
$584K
VCM
1327
Vigilant Capital Management
Maine
$584K +$123K +977 +28%
CPA
1328
Clear Perspective Advisors
Illinois
$583K -$188K -1,490 -25%
FBT
1329
First Bank & Trust
South Dakota
$582K +$292K +2,321 +108%
RIS
1330
Retirement Income Solutions
Michigan
$580K
TCBWMS
1331
Texas Capital Bank Wealth Management Services
Texas
$579K -$68.5K -544 -11%
REMPR
1332
Roof Eidam Maycock Peralta (REMP)
California
$579K -$15.1K -120 -3%
EWM
1333
Endurance Wealth Management
Rhode Island
$579K
HCM
1334
Hollencrest Capital Management
California
$579K +$23.6K +187 +4%
NWA
1335
New World Advisors
Massachusetts
$577K
ACM
1336
AlphaCrest Capital Management
New York
$574K -$1.05M -8,369 -66%
RWP
1337
RWA Wealth Partners
Massachusetts
$574K -$186K -1,475 -25%
KPCM
1338
Kings Point Capital Management
New York
$574K -$50.8K -403 -8%
HCM
1339
Hall Capital Management
Rhode Island
$573K
WIA
1340
Wealthstreet Investment Advisors
Texas
$572K
SC
1341
Searle & Co
Connecticut
$568K
WPA
1342
Winning Points Advisors
Florida
$568K
FFA
1343
First Foundation Advisors
California
$567K +$87.1K +691 +19%
PAS
1344
Park Avenue Securities
New York
$566K -$76.6K -608 -12%
PMFA
1345
Plante Moran Financial Advisors
Michigan
$565K -$128K -1,019 -19%
PAM
1346
Peak Asset Management
Colorado
$564K
ZIG
1347
Zuckerman Investment Group
Illinois
$562K
SP
1348
Successful Portfolios
Florida
$560K
Vanguard Personalized Indexing Management
1349
Vanguard Personalized Indexing Management
California
$560K +$82.3K +653 +18%
CWM
1350
Connecticut Wealth Management
Connecticut
$560K +$157K +1,246 +41%