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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1026
RPG Investment Advisory
California
$62.8M -$796K -3,870 -1%
WPP
1027
Whalerock Point Partners
Rhode Island
$62.7M +$36.2K +176 +0.1%
AAS
1028
Ameritas Advisory Services
Nebraska
$62.7M +$25M +121,664 +64%
LFAS
1029
Level Four Advisory Services
Texas
$62.6M +$3.65M +17,759 +6%
KWA
1030
Kingswood Wealth Advisors
California
$62.6M +$2.73M +13,265 +4%
SI
1031
Sava Infond
Slovenia
$62.5M +$2.09M +10,160 +3%
BIAS
1032
Beacon Investment Advisory Services
New Jersey
$62.5M -$1.29M -6,264 -2%
CWG
1033
Cornerstone Wealth Group
North Carolina
$62.5M +$12.1M +58,837 +23%
CI
1034
CX Institutional
Indiana
$62.4M -$449K -2,183 -0.7%
VVP
1035
Venture Visionary Partners
Ohio
$62.4M +$6.11M +29,721 +11%
CT
1036
Caldwell Trust
Florida
$62.3M -$2.62M -12,765 -4%
JAFL
1037
Jay A. Fishman Ltd
Michigan
$62.1M -$468K -2,275 -0.7%
HWA
1038
HCR Wealth Advisors
California
$61.5M +$530K +2,579 +0.8%
QPWM
1039
Quadrant Private Wealth Management
Pennsylvania
$61.4M -$1.44M -6,996 -2%
DAS
1040
Dynamic Advisor Solutions
Arizona
$61.4M -$2.46M -11,959 -4%
SWA
1041
Stratos Wealth Advisors
Ohio
$61.2M -$1.14M -5,534 -2%
TFIPS
1042
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.2M +$4.93M +23,966 +9%
SBF
1043
Sara-Bay Financial
Florida
$61M -$2.83M -13,781 -4%
NAAA
1044
New Age Alpha Advisors
New York
$60.8M -$4.89M -23,774 -7%
SCA
1045
Stillwater Capital Advisors
Pennsylvania
$60.6M -$456K -2,217 -0.7%
OA
1046
Oak Associates
Ohio
$60.6M -$164K -800 -0.3%
GHA
1047
GW Henssler & Associates
Georgia
$60.5M +$8.82M +42,877 +17%
CWM
1048
Concentrum Wealth Management
California
$60.5M -$58K -282 -0.1%
AIP
1049
ARS Investment Partners
New York
$60.3M +$309K +1,502 +0.5%
GG
1050
Greenwood Gearhart
Arkansas
$60.2M +$3.91M +19,014 +7%