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Name Holding Trade Value Shares
Change
Change in
Stake
FTC
651
Farmers Trust Company
Ohio
$647K -$3.65K -23 -0.6%
PCS
652
Personal CFO Solutions
New Jersey
$646K -$200K -1,262 -25%
IWA
653
IVC Wealth Advisors
Pennsylvania
$645K +$20.9K +132 +4%
1WA
654
180 Wealth Advisors
Washington
$644K -$4.92K -31 -0.8%
GWMR
655
GC Wealth Management RIA
Massachusetts
$638K +$581K +3,665 New
SW
656
SVB Wealth
Massachusetts
$636K +$8.56K +54 +1%
OTL
657
Oak Thistle LLC
New York
$635K -$620K -3,911 -52%
ACM
658
Allred Capital Management
Texas
$628K -$31.2K -197 -5%
NCM
659
Nelson Capital Management
California
$625K +$1.43K +9 +0.3%
IAIM
660
International Assets Investment Management
Florida
$625K +$569K +3,590 New
WPC
661
Wedmont Private Capital
Pennsylvania
$623K +$56K +353 +11%
CIA
662
Concurrent Investment Advisors
Florida
$622K +$567K +3,575 New
CICI
663
Capital Investment Counsel Inc
North Carolina
$619K -$87.2K -550 -13%
RCWM
664
Royal Capital Wealth Management
Indiana
$617K +$793 +5 +0.1%
CCA
665
Checchi Capital Advisers
California
$613K +$159 +1 +0%
BAM
666
Blueshift Asset Management
New Jersey
$611K +$557K +3,510 New
HSA
667
HBK Sorce Advisory
Pennsylvania
$610K +$951 +6 +0.2%
RMAM
668
Raab & Moskowitz Asset Management
New Jersey
$607K
NIM
669
NEOS Investment Management
Connecticut
$606K +$80.5K +508 +17%
HWP
670
Highline Wealth Partners
California
$595K
LNC
671
Lincoln National Corp
Pennsylvania
$593K -$33.3K -210 -6%
HIM
672
Hillsdale Investment Management
Ontario, Canada
$588K +$536K +3,380 New
FRM
673
Fox Run Management
Connecticut
$588K +$536K +3,379 New
PG
674
Proffitt & Goodson
Tennessee
$585K -$11.6K -73 -2%
FPCG
675
Fort Pitt Capital Group
Pennsylvania
$584K +$6.34K +40 +1%