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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
701
Xcel Wealth Management
Florida
$767K -$123K -1,000 -16%
RI
702
Redwood Investments
Massachusetts
$764K -$107K -870 -14%
NGA
703
Naples Global Advisors
Florida
$752K
Vanguard Personalized Indexing Management
704
Vanguard Personalized Indexing Management
California
$749K -$919K -7,460 -59%
9WM
705
9258 Wealth Management
Ohio
$747K -$33.3K -270 -5%
ACA
706
Aptus Capital Advisors
Alabama
$747K
G
707
Gainplan
Michigan
$745K +$637K +5,170 New
BCM
708
Bayesian Capital Management
New York
$744K -$547K -4,440 -47%
BPA
709
Beacon Pointe Advisors
California
$741K +$260K +2,110 +71%
BCV
710
Banque Cantonale Vaudoise
Switzerland
$739K -$18.5K -150 -3%
DA
711
DCM Advisors
New York
$735K +$620K +5,030 New
BWM
712
Buckley Wealth Management
Nevada
$730K
FMW
713
Farr Miller & Washington
District of Columbia
$730K
FPCP
714
Fort Point Capital Partners
California
$730K
RC
715
RBF Capital
California
$730K
CWM
716
Circle Wealth Management
New Jersey
$729K +$121K +980 +24%
ASC
717
Atalanta Sosnoff Capital
New York
$728K +$71.5K +580 +13%
AW
718
ACG Wealth
Georgia
$725K +$19.7K +160 +3%
AAF
719
Andra AP-fonden
Sweden
$725K +$493K +4,000 New
CCA
720
Checchi Capital Advisers
California
$723K +$11.1K +90 +2%
FNBT
721
FineMark National Bank & Trust
Florida
$720K +$6.16K +50 +1%
FCB
722
First Command Bank
Texas
$719K
FCFS
723
First Command Financial Services
Texas
$719K
SPIO
724
Seven Post Investment Office
California
$716K -$12.3K -100 -2%
CWM
725
Cornerstone Wealth Management
Missouri
$716K +$41.9K +340 +7%