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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1101
Sterling Capital Management
North Carolina
$272K +$289K +6,483 New
OWA
1102
One Wealth Advisors
California
$270K +$52K +1,167 +22%
IWM
1103
IHT Wealth Management
Illinois
$270K +$17.5K +394 +7%
MLA
1104
My Legacy Advisors
Oregon
$270K -$78K -1,752 -21%
HCP
1105
Hexagon Capital Partners
Arkansas
$269K +$88.6K +1,990 +45%
TLP
1106
Trinity Legacy Partners
Texas
$268K
KCM
1107
KRS Capital Management
Michigan
$268K -$147K -3,301 -34%
AIA
1108
Alera Investment Advisors
Illinois
$268K -$18.9K -425 -6%
WWM
1109
Western Wealth Management
Colorado
$268K +$5.52K +124 +2%
ST
1110
Smithfield Trust
Pennsylvania
$267K +$6.32K +142 +2%
DG
1111
DMC Group
Alabama
$266K
9WM
1112
9258 Wealth Management
Ohio
$265K
GIA
1113
Gladstone Institutional Advisory
Florida
$263K -$172K -3,868 -38%
IWA
1114
Icon Wealth Advisors
Texas
$262K +$278K +6,248 New
JC
1115
Jacobs & Co
California
$262K -$2K -45 -0.7%
RWM
1116
Ritholtz Wealth Management
New York
$261K -$29K -651 -9%
RHP
1117
Royal Harbor Partners
Texas
$261K -$1.27M -28,590 -82%
PWP
1118
Private Wealth Partners
California
$260K +$44.5K +1,000 +19%
AC
1119
Avestar Capital
New York
$260K +$29.8K +670 +12%
WT
1120
Whittier Trust
California
$260K +$935 +21 +0.3%
NPA
1121
Nichols & Pratt Advisers
Massachusetts
$259K
ClearBridge Investments
1122
ClearBridge Investments
New York
$258K +$10K +225 +4%
CSC
1123
Caldwell Sutter Capital
California
$258K
ACM
1124
Arcataur Capital Management
Wisconsin
$257K +$2K +45 +0.7%
FFA
1125
First Foundation Advisors
California
$256K +$272K +6,100 New