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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
876
Checchi Capital Advisers
California
$437K +$24.8K +325 +6%
YWP
877
YorkBridge Wealth Partners
New York
$436K
CPA
878
Capital Planning Advisors
California
$433K
Vontobel Holding
879
Vontobel Holding
Switzerland
$433K +$33.4K +438 +9%
MC
880
Maverick Capital
Texas
$432K +$239K +3,134 +132%
RP
881
Rice Partnership
Hawaii
$428K -$70.1K -919 -14%
CCI
882
Credit Capital Investments
New Jersey
$427K +$415K +5,445 New
KFA
883
Krane Funds Advisors
New York
$426K -$107K -1,406 -21%
IWC
884
Integrated Wealth Concepts
Massachusetts
$421K +$210K +2,750 +105%
E
885
Ergoteles
New York
$421K +$409K +5,359 New
AWM
886
Altium Wealth Management
New York
$418K +$96.3K +1,263 +31%
FNBOH
887
First National Bank of Hutchinson
Kansas
$418K +$134K +1,761 +49%
HWMG
888
Hurlow Wealth Management Group
Indiana
$417K
BMWM
889
Brown Miller Wealth Management
Virginia
$415K
WC
890
Weil Company
California
$413K
NG
891
NatWest Group
United Kingdom
$409K
OWA
892
Octavia Wealth Advisors
Ohio
$408K -$104K -1,358 -21%
MMPW
893
Mitchell McLeod Pugh & Williams
Alabama
$407K
LWM
894
Lyell Wealth Management
California
$406K
MTC
895
McDaniel Terry & Co
Texas
$398K +$229 +3 +0.1%
HL
896
HeadInvest LLC
Maine
$397K -$118K -1,551 -23%
XF
897
XML Financial
Maryland
$397K +$385K +5,053 New
FFWA
898
FRG Family Wealth Advisors
Washington
$393K
FRM
899
Fox Run Management
Connecticut
$393K +$382K +5,007 New
WA
900
WealthTrust Axiom
Pennsylvania
$392K