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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$646K -$200K -1,262 -25%
IWA
652
IVC Wealth Advisors
Pennsylvania
$645K +$20.9K +132 +4%
1WA
653
180 Wealth Advisors
Washington
$644K -$4.92K -31 -0.8%
GWMR
654
GC Wealth Management RIA
Massachusetts
$638K +$581K +3,665 New
SW
655
SVB Wealth
Massachusetts
$636K +$8.56K +54 +1%
OTL
656
Oak Thistle LLC
New York
$635K -$620K -3,911 -52%
ACM
657
Allred Capital Management
Texas
$628K -$31.2K -197 -5%
NCM
658
Nelson Capital Management
California
$625K +$1.43K +9 +0.3%
IAIM
659
International Assets Investment Management
Florida
$625K +$569K +3,590 New
WPC
660
Wedmont Private Capital
Pennsylvania
$623K +$56K +353 +11%
CIA
661
Concurrent Investment Advisors
Florida
$622K +$567K +3,575 New
CICI
662
Capital Investment Counsel Inc
North Carolina
$619K -$87.2K -550 -13%
RCWM
663
Royal Capital Wealth Management
Indiana
$617K +$793 +5 +0.1%
CCA
664
Checchi Capital Advisers
California
$613K +$159 +1 +0%
BAM
665
Blueshift Asset Management
New Jersey
$611K +$557K +3,510 New
HSA
666
HBK Sorce Advisory
Pennsylvania
$610K +$951 +6 +0.2%
RMAM
667
Raab & Moskowitz Asset Management
New Jersey
$607K – – –
NIM
668
NEOS Investment Management
Connecticut
$606K +$80.5K +508 +17%
HWP
669
Highline Wealth Partners
California
$595K – – –
LNC
670
Lincoln National Corp
Pennsylvania
$593K -$33.3K -210 -6%
HIM
671
Hillsdale Investment Management
Ontario, Canada
$588K +$536K +3,380 New
FRM
672
Fox Run Management
Connecticut
$588K +$536K +3,379 New
PG
673
Proffitt & Goodson
Tennessee
$585K -$11.6K -73 -2%
FPCG
674
Fort Pitt Capital Group
Pennsylvania
$584K +$6.34K +40 +1%
ONSWM
675
Old North State Wealth Management
North Carolina
$583K +$72.5K +457 +16%