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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
2176
Arax Advisory Partners
Colorado
$768K +$5.8K +121 +0.8%
PF
2177
Phoenix Financial
Israel
$767K +$717K +14,965 New
RVPG
2178
Relative Value Partners Group
$766K +$137K +2,855 +24%
SWA
2179
SOA Wealth Advisors
New York
$763K -$13.1K -273 -2%
AL
2180
ACAS LLC
California
$761K +$712K +14,858 New
DEM
2181
Disciplined Equity Management
Florida
$761K
III
2182
Independent Investors Inc
New York
$759K -$47.9K -1,000 -6%
CC
2183
Cornerstone Capital
California
$758K -$85.3K -1,780 -11%
RA
2184
Rockingstone Advisors
Massachusetts
$757K +$708K +14,776 New
BONH
2185
Bank of New Hampshire
New Hampshire
$757K -$63.5K -1,325 -8%
CAN
2186
Claraphi Advisory Network
United States
$755K +$197K +4,105 +39%
KFA
2187
Krane Funds Advisors
New York
$755K +$706K +14,732 New
AA
2188
Alta Advisers
United Kingdom
$753K
GA
2189
Geller Advisors
New York
$751K +$24.5K +510 +4%
CYG
2190
Clean Yield Group
Vermont
$750K +$30.1K +628 +4%
TBC
2191
Ted Buchan & Co
California
$748K +$700K +14,598 New
NW
2192
Naviter Wealth
Arkansas
$748K -$21.6K -451 -3%
UAML
2193
US Asset Management LLC
Pennsylvania
$747K +$699K +14,572 New
WA
2194
Wealth Architects
California
$747K -$16.1K -336 -2%
SW
2195
SlateStone Wealth
Florida
$746K +$145K +3,021 +26%
AFC
2196
AFT Forsyth & Company
Florida
$745K
PSCM
2197
Per Stirling Capital Management
Texas
$745K +$697K +14,547 New
WWA
2198
WCG Wealth Advisors
Nevada
$745K +$119K +2,472 +20%
WI
2199
Wedgewood Investors
Pennsylvania
$745K +$52.8K +1,101 +8%
CWM
2200
Circle Wealth Management
New Jersey
$745K +$28.6K +597 +4%