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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$622K +$134K +1,486 +30%
CCA
627
Checchi Capital Advisers
California
$621K +$2.79K +31 +0.5%
GWMR
628
GC Wealth Management RIA
Massachusetts
$613K -$304K -3,386 -35%
BBHC
629
Brown Brothers Harriman & Co
New York
$608K +$124K +1,379 +28%
GIA
630
Gateway Investment Advisers
Ohio
$603K +$77.1K +857 +16%
EPW
631
Evolve Private Wealth
California
$603K +$558K +6,207 New
JWA
632
JFS Wealth Advisors
Pennsylvania
$602K +$14.9K +166 +3%
KF
633
Krilogy Financial
Missouri
$602K +$25.7K +286 +5%
VT
634
Vise Technologies
New York
$601K +$129K +1,434 +30%
HPM
635
Hoxton Planning & Management
West Virginia
$595K +$1.17K +13 +0.2%
CPIG
636
Chicago Partners Investment Group
Illinois
$591K -$14.1K -157 -3%
NP
637
NorthRock Partners
Minnesota
$590K -$782K -8,693 -59%
SC
638
Shay Capital
New York
$588K +$544K +6,050 New
WWM
639
Whalen Wealth Management
Nevada
$586K +$542K +6,031 New
AWA
640
Arkadios Wealth Advisors
Georgia
$583K -$1.53K -17 -0.3%
DCM
641
Delta Capital Management
New Jersey
$582K
SLG
642
Stanley-Laman Group
Pennsylvania
$581K +$2.79K +31 +0.5%
MG
643
Mather Group
Illinois
$570K +$134K +1,485 +34%
TG
644
TCW Group
California
$569K +$527K +5,859 New
MIC
645
Means Investment Company
Maine
$563K +$2.61K +29 +0.5%
CAM
646
Cypress Asset Management
Texas
$562K -$192K -2,130 -27%
MCM
647
Manchester Capital Management
Vermont
$560K +$22.7K +252 +5%
SS
648
Sunbelt Securities
Texas
$559K -$6.03K -67 -1%
GF
649
Gabelli Funds
New York
$558K -$106K -1,179 -17%
BIG
650
Brooklyn Investment Group
New York
$555K +$234K +2,598 +86%