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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
801
Wealth Management Associates
New Jersey
$534K +$4.47K +50 +0.9%
BPA
802
Beacon Pointe Advisors
California
$530K -$27.7K -310 -5%
RWB
803
RMR Wealth Builders
New Jersey
$530K
BCM
804
Breiter Capital Management
Florida
$526K -$7.59K -85 -2%
EW
805
Evoke Wealth
California
$526K
KWM
806
Keebeck Wealth Management
Illinois
$525K +$1.34K +15 +0.3%
PC
807
Provenire Capital
Minnesota
$518K +$477K +5,340 New
VCM
808
Vivaldi Capital Management
Illinois
$517K +$1.34K +15 +0.3%
First Manhattan
809
First Manhattan
New York
$516K +$22.3K +250 +5%
AFAS
810
Acorn Financial Advisory Services
Virginia
$514K -$91.1K -1,020 -16%
KMWM
811
Keudell/Morrison Wealth Management
Oregon
$511K -$48.7K -545 -9%
WA
812
Wealth Alliance
New York
$506K -$30.4K -340 -6%
KPWS
813
Kestra Private Wealth Services
Texas
$505K +$465K +5,210 New
WJWM
814
Williams Jones Wealth Management
New York
$504K -$99.1K -1,110 -18%
PSUF
815
People's United Financial
Connecticut
$501K +$10.7K +120 +2%
MIH
816
Meitav Investment House
Israel
$498K +$93.3K +1,045 +26%
GAM
817
Griffin Asset Management
New York
$496K +$89.3K +1,000 +24%
CAN
818
Claraphi Advisory Network
United States
$490K +$30.4K +340 +7%
QC
819
QCM Cayman
Texas
$490K +$201K +2,245 +80%
OIA
820
OneDigital Investment Advisors
Kansas
$485K -$67K -750 -13%
BAAM
821
Baker Avenue Asset Management
California
$485K -$2.23K -25 -0.5%
OCM
822
Oakwood Capital Management
California
$485K
PCAP
823
Pratt Collard Advisory Partners
New York
$485K
DAM
824
Deltec Asset Management
New York
$485K +$447K +5,000 New
BCM
825
BTC Capital Management
Iowa
$485K +$447K +5,010 New