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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Gibbs Wealth Management
Georgia
$4.31M -$1.31M -8,170 -24%
BFG
527
Bleakley Financial Group
New Jersey
$4.3M -$64.4K -401 -1%
BWAM
528
Boyd Watterson Asset Management
Ohio
$4.3M +$31.3K +195 +0.7%
SPC
529
Sigma Planning Corp
Michigan
$4.29M -$668K -4,158 -13%
NIA
530
NIA Impact Advisors
California
$4.27M -$55.9K -348 -1%
LAI
531
Legal Advantage Investments
California
$4.23M +$28.1K +175 +0.7%
BIA
532
Biondo Investment Advisors
Pennsylvania
$4.22M -$12K -75 -0.3%
NL
533
NWAM LLC
Washington
$4.21M -$1.35M -8,417 -21%
Wealthfront Advisers
534
Wealthfront Advisers
California
$4.15M +$963K +6,000 +30%
PHC
535
Palidye Holdings (Caymans)
Cayman Islands
$4.04M +$4.03M +25,128 New
AFAS
536
Acorn Financial Advisory Services
Virginia
$3.98M -$23K -143 -0.6%
KJHP
537
K.J. Harrison & Partners
Ontario, Canada
$3.95M -$4.13M -25,700 -51%
PWP
538
Prasad Wealth Partners
Ohio
$3.94M -$60K -374 -2%
Fisher Asset Management
539
Fisher Asset Management
Washington
$3.93M +$431K +2,682 +12%
SWM
540
Segment Wealth Management
Texas
$3.9M +$93.8K +584 +2%
JWM
541
Jeppson Wealth Management
California
$3.89M -$117K -727 -3%
GRP
542
Global Retirement Partners
California
$3.88M +$388K +2,418 +11%
PA
543
Parallel Advisors
California
$3.84M +$158K +983 +4%
SC
544
Savant Capital
Illinois
$3.82M +$383K +2,385 +11%
CAU
545
Caxton Associates (UK)
$3.79M -$1.61M -10,036 -30%
IAS
546
Insigneo Advisory Services
Florida
$3.79M +$173K +1,075 +5%
C
547
Certuity
Florida
$3.76M +$20.2K +126 +0.5%
IA
548
Integrity Alliance
Iowa
$3.71M +$2.53M +15,740 +215%
GIC
549
Generali Investments CEE
Czech Republic
$3.71M +$3.7M +23,058 New
IP
550
Intellectus Partners
California
$3.7M -$384K -2,391 -9%