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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1876
WrapManager Inc
California
$556K +$173K +2,292 +44%
SW
1877
SkyOak Wealth
Michigan
$556K +$567K +7,538 New
JWA
1878
JFS Wealth Advisors
Pennsylvania
$555K -$102K -1,349 -15%
OWP
1879
Obermeyer Wealth Partners
Colorado
$555K -$527 -7 -0.1%
RCM
1880
RB Capital Management
Nevada
$555K +$32.8K +436 +6%
SQA
1881
Simon Quick Advisors
New Jersey
$554K +$14.1K +187 +3%
SFG
1882
SNS Financial Group
Minnesota
$553K +$376 +5 +0.1%
ONST
1883
Old North State Trust
North Carolina
$552K +$75 +1 +0%
TAM
1884
Trust Asset Management
Texas
$552K +$563K +7,485 New
WB
1885
West Bancorporation
Iowa
$551K +$9.48K +126 +2%
TCM
1886
Traynor Capital Management
Pennsylvania
$550K +$602 +8 +0.1%
CS
1887
Capital Square
Tennessee
$549K -$3.31K -44 -0.6%
CL
1888
Choreo LLC
Illinois
$548K -$335K -4,445 -38%
RCG
1889
Rock Creek Group
District of Columbia
$548K +$559K +7,421 New
PNAA
1890
Pictet North America Advisors
Switzerland
$547K
SFG
1891
Sunburst Financial Group
Alabama
$547K
HCM
1892
Hollencrest Capital Management
California
$546K -$7.3K -97 -1%
MFP
1893
Meridian Financial Partners
Virginia
$545K +$248K +3,296 +82%
FWM
1894
Focused Wealth Management
New York
$543K +$3.01K +40 +0.5%
NFG
1895
Norris Financial Group
South Carolina
$542K -$12.7K -169 -2%
EML
1896
Eos Management LP
New York
$540K
BSB
1897
Bangor Savings Bank
Maine
$538K -$6.02K -80 -1%
NB
1898
Nicolet Bankshares
Wisconsin
$538K
PO
1899
Private Ocean
California
$538K +$236K +3,132 +75%
STA
1900
Summit Trail Advisors
New York
$536K +$54.1K +719 +11%