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Name Holding Trade Value Shares
Change
Change in
Stake
HCPC
1001
Hamilton Capital Partners (Canada)
$14M +$13.1M +282,900 New
PWM
1002
Purus Wealth Management
California
$14M -$33.8K -730 -0.3%
JSP
1003
Jackson Square Partners
California
$14M -$1.53M -33,030 -10%
HCA
1004
Harbor Capital Advisors
Illinois
$13.9M -$577K -12,450 -4%
AWA
1005
Artemis Wealth Advisors
New York
$13.9M – – –
ZB
1006
Zions Bancorporation
Utah
$13.8M -$1.84M -39,660 -12%
PAG
1007
Private Advisory Group
Washington
$13.8M -$1.44M -31,120 -10%
Summit Financial
1008
Summit Financial
New Jersey
$13.7M +$185K +3,990 +1%
TFA
1009
Teamwork Financial Advisors
Texas
$13.7M +$2.04M +43,930 +19%
Forvis Mazars Wealth Advisors
1010
Forvis Mazars Wealth Advisors
Missouri
$13.6M -$695K -14,990 -5%
Buckingham Strategic Wealth
1011
Buckingham Strategic Wealth
Missouri
$13.5M +$132K +2,850 +1%
SAM
1012
Synergy Asset Management
Washington
$13.5M +$4.45M +95,990 +54%
FNBOMD
1013
First National Bank of Mount Dora
Florida
$13.4M -$454K -9,800 -3%
BIA
1014
Benchmark Investment Advisors
Illinois
$13.4M -$176K -3,800 -1%
LI
1015
LMCG Investments
Massachusetts
$13.4M -$2.12M -45,690 -14%
UCMOK
1016
United Capital Management of KS
Kansas
$13.3M -$321K -6,920 -3%
OPCM
1017
Osborne Partners Capital Management
California
$13.3M -$781K -16,850 -6%
Ashton Thomas Private Wealth
1018
Ashton Thomas Private Wealth
Arizona
$13.3M +$407K +8,780 +3%
CC
1019
Callan Capital
California
$13.3M +$11.4M +245,290 +1,038%
NFG
1020
Nations Financial Group
Iowa
$13.3M -$1.1M -23,810 -8%
RWA Wealth Partners
1021
RWA Wealth Partners
Massachusetts
$13.3M +$11.1M +239,970 +866%
CAIMH
1022
Central Asset Investments & Management Holdings
Hong Kong
$13.3M -$12M -258,800 -49%
Burney Company
1023
Burney Company
Virginia
$13.2M +$574K +12,390 +5%
Level Four Advisory Services
1024
Level Four Advisory Services
Texas
$13.2M -$291K -6,290 -2%
Principal Securities
1025
Principal Securities
Iowa
$13.2M +$12.3M +266,410 New