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Name Holding Trade Value Shares
Change
Change in
Stake
RI
1101
Ruggiero Investments
Florida
$644K +$642K +4,000 New
CC
1102
Clearwave Capital
California
$644K +$642K +3,998 New
EW
1103
Expressive Wealth
Illinois
$643K +$641K +3,995 New
EL
1104
EWA LLC
Pennsylvania
$641K +$10.9K +68 +2%
CP
1105
Cornerstone Planning
North Carolina
$637K +$635K +3,958 New
CCWM
1106
Cassaday & Co Wealth Management
Virginia
$636K – – –
TWM
1107
TCFG Wealth Management
California
$635K -$16.1K -100 -2%
GDP
1108
Great Diamond Partners
Maine
$635K -$76.9K -479 -11%
FAN
1109
Financial Advisors Network
California
$634K – – –
BFA
1110
Bright Financial Advisors
Michigan
$634K – – –
VCM
1111
Versant Capital Management
Arizona
$633K -$213K -1,329 -25%
CAAS
1112
Capital Asset Advisory Services
Michigan
$632K -$81.9K -510 -12%
USCWA
1113
U.S. Capital Wealth Advisors
Texas
$629K +$20.7K +129 +3%
Renaissance Technologies
1114
Renaissance Technologies
New York
$629K +$627K +3,904 New
PAG
1115
Private Advisory Group
Washington
$628K +$353K +2,201 +129%
PFM
1116
Potomac Fund Management
Florida
$627K +$83.5K +520 +15%
RRA
1117
Round Rock Advisors
Connecticut
$625K – – –
JWS
1118
Juncture Wealth Strategies
Arizona
$624K +$44.8K +279 +8%
RWP
1119
RWA Wealth Partners
Massachusetts
$623K +$28.1K +175 +5%
BCA
1120
Bay Colony Advisors
Massachusetts
$621K -$20.7K -129 -3%
FB
1121
Fulton Bank
Pennsylvania
$615K +$15.1K +94 +3%
BTI
1122
Blue Trust Inc
Georgia
$612K -$152K -945 -20%
LI
1123
LRI Investments
Florida
$611K -$10.9K -68 -2%
RA
1124
Riverstone Advisors
Texas
$611K +$8.19K +51 +1%
EWM
1125
Evercore Wealth Management
New York
$610K – – –