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Name Holding Trade Value Shares
Change
Change in
Stake
P
501
Pitcairn
Pennsylvania
$255K -$3.81K -66 -1%
CP
502
Capital Planning
Washington
$250K – – –
AWM
503
Apollon Wealth Management
South Carolina
$250K +$246K +4,256 New
EI
504
Ellevest Inc
New York
$248K +$26.4K +457 +12%
BCM
505
Birmingham Capital Management
Alabama
$245K – – –
SAM
506
Silvercrest Asset Management
New York
$244K – – –
BCI
507
Brinker Capital Investments
Pennsylvania
$244K +$239K +4,143 New
DBRC
508
D.B. Root & Company
Pennsylvania
$242K +$239K +4,127 New
MA
509
MUFG Americas
New York
$240K – – –
CIBC World Market
510
CIBC World Market
Ontario, Canada
$239K -$339K -5,869 -59%
Lido Advisors
511
Lido Advisors
California
$239K +$6.82K +118 +3%
SWP
512
Stratos Wealth Partners
Ohio
$237K +$4.86K +84 +2%
AC
513
Apella Capital
Connecticut
$235K – – –
WFI
514
West Family Investments
California
$233K +$6.65K +115 +3%
OFW
515
Omnia Family Wealth
Florida
$229K – – –
VCM
516
Violich Capital Management
California
$229K – – –
VAM
517
Verity Asset Management
North Carolina
$229K +$4.86K +84 +2%
S
518
SignatureFD
Georgia
$227K +$5.66K +98 +3%
HC
519
Hamilton Capital
Ohio
$225K +$221K +3,816 New
TC
520
Telemus Capital
Michigan
$225K +$221K +3,818 New
WPW
521
Waldron Private Wealth
Pennsylvania
$224K +$217K +3,750 New
PIM
522
Penobscot Investment Management
Massachusetts
$224K +$220K +3,800 New
HI
523
Horizon Investments
North Carolina
$224K +$221K +3,825 New
Bank Julius Baer & Co
524
Bank Julius Baer & Co
Switzerland
$221K +$164K +2,845 +310%
LFP
525
Leeward Financial Partners
Washington
$221K +$217K +3,750 New