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Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1851
SPX Gestao de Recursos
Brazil
$16.6M +$7.32M +41,996 +89%
CPA
1852
Capital Planning Advisors
California
$16.6M -$8.89K -51 -0.1%
APA
1853
Astoria Portfolio Advisors
New York
$16.5M -$847K -4,858 -5%
AP
1854
Appleton Partners
Massachusetts
$16.5M +$594K +3,406 +4%
KAS
1855
KPP Advisory Services
Kentucky
$16.5M +$2.75M +15,763 +22%
DE
1856
Diversified Enterprises
Delaware
$16.5M +$221K +1,268 +1%
FA
1857
Fountainhead AM
New Jersey
$16.5M +$382K +2,190 +3%
CFP
1858
Cascade Financial Partners
California
$16.5M -$330K -1,895 -2%
CC
1859
Clearline Capital
New York
$16.5M +$15.4M +88,253 New
XWM
1860
Xcel Wealth Management
Florida
$16.5M -$104K -597 -0.7%
RPWA
1861
Regent Peak Wealth Advisors
Georgia
$16.4M +$15.4M +88,086 New
MAWCM
1862
Mine & Arao Wealth Creation & Management
California
$16.4M -$330K -1,895 -2%
CNC
1863
Citizens & Northern Corp
Pennsylvania
$16.4M -$4.53K -26 -0%
ST
1864
Smithfield Trust
Pennsylvania
$16.4M +$84.9K +487 +0.6%
UAM
1865
UAS Asset Management
New York
$16.4M +$12.7M +72,725 +485%
SWM
1866
Shepherd Wealth Management
Ohio
$16.3M -$9.9M -56,774 -41%
YDMI
1867
Y.D. More Investments
Israel
$16.3M +$4.18M +24,006 +38%
FPL
1868
Fortress Private Ledger
North Carolina
$16.2M +$1.1M +6,288 +8%
SCP
1869
Sivia Capital Partners
California
$16.2M +$965K +5,538 +7%
CWM
1870
Cordatus Wealth Management
Pennsylvania
$16.2M -$12.7K -73 -0.1%
QWM
1871
Quadcap Wealth Management
Texas
$16.2M -$35.6K -204 -0.2%
GP
1872
Geneva Partners
Wisconsin
$16.2M +$1.66M +9,508 +12%
JCM
1873
Jacobi Capital Management
Pennsylvania
$16.1M -$32.9K -189 -0.2%
SPI
1874
Strategic Planning Inc
Ohio
$16.1M +$73.2K +420 +0.5%
SWA
1875
Sax Wealth Advisors
New Jersey
$16.1M -$134K -771 -0.9%