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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
601
Live Oak Private Wealth
North Carolina
$3.27M -$4.18M -27,448 -60%
LNC
602
Lincoln National Corp
Pennsylvania
$3.27M +$160K +1,052 +6%
NC
603
NewSquare Capital
Pennsylvania
$3.24M -$76.1K -500 -3%
BEC
604
Blue Edge Capital
Virginia
$3.23M +$23.6K +155 +0.9%
TPI
605
Trust Point Inc
Wisconsin
$3.22M -$214K -1,405 -7%
AWA
606
Arkadios Wealth Advisors
Georgia
$3.2M +$680K +4,470 +33%
XWM
607
Xcel Wealth Management
Florida
$3.18M -$396K -2,601 -13%
CIA
608
Concurrent Investment Advisors
Florida
$3.17M +$220K +1,444 +9%
PCTC
609
Perkins Coie Trust Company
Washington
$3.15M -$274K -1,801 -9%
GT
610
Greenleaf Trust
Michigan
$3.13M +$74.4K +489 +3%
BAMF
611
BI Asset Management Fondsmaeglerselskab
Denmark
$3.13M -$38.5K -253 -1%
VIM
612
Vinva Investment Management
Australia
$3.11M +$249K +1,637 +10%
MGWM
613
Marks Group Wealth Management
Minnesota
$3.09M -$208K -1,366 -7%
NFG
614
Nations Financial Group
Iowa
$3.08M -$678K -4,454 -20%
KC
615
Kinloch Capital
Virginia
$3.07M +$670K +4,405 +34%
SC
616
Savant Capital
Illinois
$3.05M +$73.8K +485 +3%
OAM
617
Ostrum Asset Management
France
$3.05M -$243K -1,599 -9%
TC
618
Trilogy Capital
California
$3.04M -$650K -4,273 -20%
GRP
619
Global Retirement Partners
California
$3.04M -$8.52K -56 -0.3%
JCM
620
Jag Capital Management
Missouri
$3.04M +$32.6K +214 +1%
QCM
621
Qsemble Capital Management
New York
$3.04M +$2.61M +17,146 New
CAM
622
Costello Asset Management
Pennsylvania
$3.03M +$2.43M +15,942 +1,363%
IWS
623
Insight Wealth Strategies
California
$3.03M -$137K -902 -5%
HI
624
Horizon Investments
North Carolina
$3.01M +$849K +5,584 +49%
Arrowstreet Capital
625
Arrowstreet Capital
Massachusetts
$3M +$2.58M +16,941 New