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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1001
Realta Investment Advisors
Delaware
$6.71M +$1.79M +71,430 +41%
MF
1002
Manchester Financial
California
$6.7M +$9.28K +370 +0.2%
Empirical Wealth Management
1003
Empirical Wealth Management
Washington
$6.7M -$89.5K -3,570 -1%
Sigma Investment Counselors
1004
Sigma Investment Counselors
Michigan
$6.69M +$122K +4,860 +2%
KCM
1005
KRS Capital Management
Michigan
$6.68M +$39.6K +1,580 +0.6%
Tyler-Stone Wealth Management
1006
Tyler-Stone Wealth Management
Ohio
$6.64M +$59.2K +2,360 +1%
EP Wealth Advisors
1007
EP Wealth Advisors
California
$6.59M +$761K +30,360 +14%
IA
1008
Insight Advisors
Pennsylvania
$6.58M -$1.3M -51,700 -18%
SFS
1009
Stiles Financial Services
Minnesota
$6.54M -$83K -3,310 -1%
GCM
1010
Gables Capital Management
Florida
$6.54M +$6.27K +250 +0.1%
Glen Eagle Advisors
1011
Glen Eagle Advisors
New Jersey
$6.53M -$96.3K -3,840 -2%
Zions Bancorporation
1012
Zions Bancorporation
Utah
$6.52M +$1.23M +48,930 +26%
Kornitzer Capital Management
1013
Kornitzer Capital Management
Kansas
$6.52M +$515K +20,530 +9%
Engineers Gate Manager
1014
Engineers Gate Manager
New York
$6.52M +$2.09M +83,320 +54%
Abbrea Capital
1015
Abbrea Capital
California
$6.5M +$41.1K +1,640 +0.7%
PWA
1016
Primoris Wealth Advisors
Florida
$6.5M +$1.55M +61,980 +35%
Montrusco Bolton Investments
1017
Montrusco Bolton Investments
Quebec, Canada
$6.48M +$5.96M +237,620 New
GW & Wade
1018
GW & Wade
Massachusetts
$6.48M +$591K +23,570 +11%
CF
1019
Clarity Financial
Texas
$6.47M +$476K +18,980 +9%
IB
1020
Iyo Bank
Japan
$6.46M – – –
SCM
1021
Sitrin Capital Management
California
$6.45M -$3.47M -138,540 -37%
LAM
1022
LifePro Asset Management
California
$6.45M +$5.68M +226,290 +2,270%
BIA
1023
Benchmark Investment Advisors
Illinois
$6.44M +$188K +7,490 +3%
MPPLM
1024
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.43M +$1.25K +50 +0%
Occudo Quantitative Strategies
1025
Occudo Quantitative Strategies
Florida
$6.4M +$2.8M +111,760 +91%