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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
701
Williams Jones Wealth Management
New York
$332K +$362K +5,790 New
RCA
702
Rowland Carmichael Advisors
Arizona
$330K -$24.7K -395 -6%
PIA
703
Perennial Investment Advisors
California
$329K -$14.1K -225 -4%
FBB
704
Fulton Breakefield Broenniman
Maryland
$329K +$359K +5,735 New
WMA
705
Wealth Management Associates
New Jersey
$328K
CS
706
Capital Square
Tennessee
$328K -$51K -815 -12%
RFC
707
Regions Financial Corp
Alabama
$328K +$358K +5,720 New
KMWM
708
Keudell/Morrison Wealth Management
Oregon
$327K +$357K +5,705 New
EMG
709
ETF Managers Group
New Jersey
$318K +$35K +560 +11%
IC
710
IEQ Capital
California
$315K +$344K +5,500 New
XWM
711
Xcel Wealth Management
Florida
$315K +$344K +5,500 New
EW
712
Evoke Wealth
California
$312K +$341K +5,450 New
CIA
713
CSat Investment Advisory
Michigan
$312K +$71K +1,135 +26%
GT
714
Greenleaf Trust
Michigan
$310K +$81K +1,295 +31%
COF
715
Capital One Financial
Virginia
$308K +$336K +5,375 New
PFPT
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$305K -$4.38K -70 -1%
TI
717
Tidal Investments
Wisconsin
$305K +$70K +1,120 +27%
BPA
718
Beacon Pointe Advisors
California
$303K +$330K +5,280 New
First Manhattan
719
First Manhattan
New York
$302K +$234K +3,750 +246%
Pacer Advisors
720
Pacer Advisors
Pennsylvania
$301K +$12.5K +200 +4%
GCP
721
GSA Capital Partners
United Kingdom
$300K +$327K +5,235 New
CCA
722
Cobblestone Capital Advisors
New York
$299K
PMG
723
ProVise Management Group
Florida
$293K -$46.9K -750 -13%
WA
724
Wealth Alliance
New York
$290K +$316K +5,060 New
SCA
725
Spearhead Capital Advisors
Florida
$288K +$33.8K +540 +12%