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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$575K +$5.74K +20 +1%
HWM
602
Hohimer Wealth Management
Washington
$574K +$124K +432 +26%
RWM
603
Ritholtz Wealth Management
New York
$570K -$109K -380 -15%
SFM
604
Signet Financial Management
New Jersey
$569K +$70.5K +246 +13%
RPCONE
605
Retirement Planning Company of New England
Rhode Island
$568K +$3.73K +13 +0.6%
Vontobel Holding
606
Vontobel Holding
Switzerland
$568K
BJL
607
Brighton Jones LLC
Washington
$566K +$599K +2,090 New
CFO
608
Callan Family Office
Pennsylvania
$566K -$86.6K -302 -13%
FIA
609
Foundations Investment Advisors
Arizona
$564K -$116K -405 -16%
FAM
610
Formidable Asset Management
Ohio
$559K -$235K -819 -28%
PP
611
Prudential plc
United Kingdom
$551K -$2.32M -8,077 -80%
BCP
612
Berkeley Capital Partners
Georgia
$549K +$6.88K +24 +1%
OCM
613
One Capital Management
California
$547K -$50.5K -176 -8%
IFG
614
Independent Financial Group
California
$547K +$74.6K +260 +15%
HIP
615
HUB Investment Partners
Texas
$538K +$1.72K +6 +0.3%
SFG
616
Shum Financial Group
California
$533K -$3.44K -12 -0.6%
PAS
617
Park Avenue Securities
New York
$531K -$860 -3 -0.2%
CWM
618
Chesapeake Wealth Management
Virginia
$530K -$1.72K -6 -0.3%
PA
619
Parallel Advisors
California
$527K -$8.89K -31 -2%
KFA
620
Krane Funds Advisors
New York
$525K +$88K +307 +20%
IWA
621
IVC Wealth Advisors
Pennsylvania
$517K -$3.73K -13 -0.7%
1C
622
111 Capital
France
$515K +$250K +872 +85%
VFM
623
Vision Financial Markets
Connecticut
$515K +$545K +1,900 New
SFS
624
Strategic Financial Services
New York
$513K
PA
625
Profund Advisors
Maryland
$513K -$219K -763 -29%