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Name Holding Trade Value Shares
Change
Change in
Stake
SA
1701
Sovran Advisors
California
$650K +$133K +4,988 +26%
SBCM
1702
Silverberg Bernstein Capital Management
New York
$649K -$19.5K -734 -3%
AWMNY
1703
Arcadia Wealth Management (New York)
New York
$647K -$2.85K -107 -0.5%
SCM
1704
Sterling Capital Management
North Carolina
$646K -$4.15K -156 -0.7%
PTP
1705
Platform Technology Partners
New York
$646K -$16K -602 -3%
1WM
1706
1900 Wealth Management
Texas
$645K +$43K +1,617 +8%
AWAP
1707
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$645K +$8.87K +333 +1%
DBFM
1708
Dickmeyer Boyce Financial Management
Indiana
$644K +$610K +22,924 New
SAM
1709
Secure Asset Management
Michigan
$643K -$107K -4,010 -15%
BSSFA
1710
Baron Silver Stevens Financial Advisors
Florida
$642K
BWM
1711
Bulltick Wealth Management
Florida
$642K +$2.5K +94 +0.4%
AFC
1712
Ares Financial Consulting
California
$639K +$36.2K +1,359 +6%
RBFC
1713
Roman Butler Fullerton & Co
Missouri
$639K +$745 +28 +0.1%
NPA
1714
Nichols & Pratt Advisers
Massachusetts
$637K
DS
1715
DRW Securities
Illinois
$637K -$177K -6,632 -23%
FFA
1716
Fragasso Financial Advisors
Pennsylvania
$634K -$12.5K -470 -2%
TIA
1717
Traphagen Investment Advisors
New Jersey
$634K -$20.8K -781 -3%
CPBTD
1718
Central Pacific Bank - Trust Division
Hawaii
$633K +$10.3K +387 +2%
GJWM
1719
Gilliland Jeter Wealth Management
Arkansas
$633K +$825 +31 +0.1%
QWP
1720
Quotient Wealth Partners
Texas
$632K +$33.3K +1,251 +6%
CFO
1721
Cambient Family Office
Michigan
$631K +$30.7K +1,154 +5%
RC
1722
Roundview Capital
New Jersey
$631K -$110K -4,129 -16%
HIM
1723
Harbour Investment Management
Washington
$631K -$93.8K -3,525 -14%
PEA
1724
Park Edge Advisors
Ohio
$629K -$40.8K -1,532 -6%
SFS
1725
Sharp Financial Services
Pennsylvania
$627K -$12.1K -456 -2%