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Name Holding Trade Value Shares
Change
Change in
Stake
EL
1101
EWA LLC
Pennsylvania
$641K +$10.9K +68 +2%
CP
1102
Cornerstone Planning
North Carolina
$637K +$635K +3,958 New
CCWM
1103
Cassaday & Co Wealth Management
Virginia
$636K
TWM
1104
TCFG Wealth Management
California
$635K -$16.1K -100 -2%
GDP
1105
Great Diamond Partners
Maine
$635K -$76.9K -479 -11%
FAN
1106
Financial Advisors Network
California
$634K
BFA
1107
Bright Financial Advisors
Michigan
$634K
VCM
1108
Versant Capital Management
Arizona
$633K -$213K -1,329 -25%
CAAS
1109
Capital Asset Advisory Services
Michigan
$632K -$81.9K -510 -12%
USCWA
1110
U.S. Capital Wealth Advisors
Texas
$629K +$20.7K +129 +3%
Renaissance Technologies
1111
Renaissance Technologies
New York
$629K +$627K +3,904 New
PAG
1112
Private Advisory Group
Washington
$628K +$353K +2,201 +129%
PFM
1113
Potomac Fund Management
Florida
$627K +$83.5K +520 +15%
RRA
1114
Round Rock Advisors
Connecticut
$625K
JWS
1115
Juncture Wealth Strategies
Arizona
$624K +$44.8K +279 +8%
RWP
1116
RWA Wealth Partners
Massachusetts
$623K +$28.1K +175 +5%
BCA
1117
Bay Colony Advisors
Massachusetts
$621K -$20.7K -129 -3%
FB
1118
Fulton Bank
Pennsylvania
$615K +$15.1K +94 +3%
BTI
1119
Blue Trust Inc
Georgia
$612K -$152K -945 -20%
LI
1120
LRI Investments
Florida
$611K -$10.9K -68 -2%
RA
1121
Riverstone Advisors
Texas
$611K +$8.19K +51 +1%
EWM
1122
Evercore Wealth Management
New York
$610K
TWM
1123
Tradition Wealth Management
Minnesota
$607K -$803 -5 -0.1%
OAM
1124
Occidental Asset Management
California
$607K +$93.8K +584 +18%
BF
1125
Brucke Financial
Indiana
$607K -$46.6K -290 -7%