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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Apexium Financial
Texas
$760K +$16.1K +89 +2%
SC
202
Syon Capital
California
$758K -$1.99K -11 -0.2%
IB
203
Intrust Bank
Kansas
$748K -$17.2K -95 -2%
P
204
Pitcairn
Pennsylvania
$746K -$158K -873 -17%
AWM
205
Apollon Wealth Management
South Carolina
$743K -$13.2K -73 -2%
IC
206
Iconiq Capital
California
$736K -$1.63K -9 -0.2%
MGIA
207
Moneta Group Investment Advisors
Missouri
$716K +$752K +4,155 New
PA
208
Parallel Advisors
California
$714K -$213K -1,177 -22%
JWCA
209
J.W. Cole Advisors
Florida
$710K +$467K +2,583 +168%
BIG
210
Brooklyn Investment Group
New York
$678K +$111K +615 +19%
SRC
211
Sage Rhino Capital
California
$663K -$60.2K -333 -8%
VFA
212
Valeo Financial Advisors
Indiana
$658K +$33.3K +184 +5%
AWM
213
Axxcess Wealth Management
California
$655K -$17.9K -99 -3%
LB
214
Legacy Bridge
Iowa
$642K -$25.7K -142 -4%
FOA
215
Five Oceans Advisors
California
$632K -$297K -1,642 -31%
GAM
216
Grandview Asset Management
Pennsylvania
$631K
PFS
217
Prospera Financial Services
Texas
$628K -$33.3K -184 -5%
BOS
218
Bank of Stockton
California
$624K +$111K +615 +20%
AWC
219
Abundance Wealth Counselors
Pennsylvania
$620K +$11.2K +62 +2%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$607K +$321K +1,775 +102%
BA
221
Bridgewater Advisors
New York
$604K -$12.7K -70 -2%
X
222
Xponance
Pennsylvania
$594K +$6.33K +35 +1%
GI
223
Gradient Investments
Minnesota
$593K +$125K +692 +25%
PP
224
PDS Planning
Ohio
$592K -$36.7K -203 -6%
CHAM
225
Clear Harbor Asset Management
Connecticut
$580K -$1.45K -8 -0.2%