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Name Holding Trade Value Shares
Change
Change in
Stake
BS
1026
Boenning & Scattergood
Pennsylvania
$1M +$25K +227 +2%
PPP
1027
Private Portfolio Partners
New Jersey
$983K -$40.9K -371 -4%
BPWA
1028
Beacon Pointe Wealth Advisors
California
$982K +$118K +1,071 +13%
PCA
1029
Peddock Capital Advisors
Massachusetts
$980K -$25.1K -228 -2%
PL
1030
Plancorp LLC
Missouri
$978K +$183K +1,659 +21%
PCS
1031
Personal CFO Solutions
New Jersey
$975K +$1.04M +9,404 New
WAM
1032
Wealthspire Advisors (Maryland)
Maryland
$974K +$2.09K +19 +0.2%
FLI
1033
Family Legacy Inc
South Carolina
$965K +$334K +3,030 +46%
MWM
1034
Meridian Wealth Management
Kentucky
$964K +$9.91K +90 +1%
RCG
1035
Rock Creek Group
District of Columbia
$951K -$104K -945 -9%
CA
1036
Clearstead Advisors
Ohio
$946K +$828K +7,518 +466%
QI
1037
Qtron Investments
Massachusetts
$944K
MBT
1038
Montecito Bank & Trust
California
$937K +$44.1K +400 +5%
CG
1039
Caprock Group
Idaho
$927K -$47K -427 -5%
ACH
1040
ArrowMark Colorado Holdings
Colorado
$925K -$52.2K -474 -5%
MIM
1041
Moseley Investment Management
Florida
$923K +$52.4K +476 +6%
CGL
1042
Clarius Group LLC
Washington
$919K +$84.2K +764 +9%
SCM
1043
Sterling Capital Management
North Carolina
$915K +$62K +563 +7%
EWM
1044
Elmwood Wealth Management
California
$913K +$17.1K +155 +2%
SRAM
1045
Stone Ridge Asset Management
New York
$906K -$88.1K -800 -8%
AssetMark Inc
1046
AssetMark Inc
California
$906K +$215K +1,952 +29%
AWM
1047
Altium Wealth Management
New York
$904K +$37.7K +342 +4%
PFS
1048
Physicians Financial Services
North Carolina
$903K +$127K +1,150 +15%
KA
1049
Kovack Advisors
Florida
$900K -$230K -2,092 -19%
NSB
1050
Norway Savings Bank
Maine
$896K -$2.75K -25 -0.3%