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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
501
Cardan Capital Partners
Colorado
$7.99M +$19.8K +84 +0.3%
DY
502
Dowling & Yahnke
California
$7.98M +$234K +996 +3%
EWM
503
Evercore Wealth Management
New York
$7.89M -$385K -1,635 -5%
FNT
504
First National Trust
Pennsylvania
$7.84M +$288K +1,224 +4%
CLC
505
Charles-Lim Capital
Hong Kong
$7.75M +$7.06M +30,000 New
KA
506
Kovack Advisors
Florida
$7.67M +$873K +3,711 +14%
SLG
507
Stanley-Laman Group
Pennsylvania
$7.66M +$47.3K +201 +0.7%
LP
508
LMR Partners
United Kingdom
$7.65M +$6.97M +29,601 New
IP
509
Investment Partners
Ohio
$7.58M – – –
MWM
510
Meridian Wealth Management
Kentucky
$7.51M -$133K -567 -2%
CA
511
Crewe Advisors
Utah
$7.44M – – –
KIA
512
KCM Investment Advisors
California
$7.44M -$780K -3,315 -10%
BWA
513
Bordeaux Wealth Advisors
California
$7.43M – – –
RSS
514
Rosenblum Silverman Sutton
California
$7.42M -$494K -2,097 -7%
AA
515
Altman Advisors
Illinois
$7.42M +$9.88K +42 +0.2%
PP
516
Prudential plc
United Kingdom
$7.35M -$26.6M -112,902 -80%
WANY
517
Wealthspire Advisors (New York)
New York
$7.33M -$5.03M -21,357 -43%
DT
518
Diversified Trust
Tennessee
$7.31M +$184K +780 +3%
GCA
519
Gradient Capital Advisors
California
$7.27M +$304K +1,290 +5%
BPA
520
Beacon Pointe Advisors
California
$7.22M -$1.51M -6,411 -19%
NG
521
NWK Group
California
$7.15M +$121K +513 +2%
HCM
522
Hollencrest Capital Management
California
$7.09M +$134K +570 +2%
SDIC
523
South Dakota Investment Council
South Dakota
$7.04M +$353K +1,500 +6%
RWM
524
Ritholtz Wealth Management
New York
$6.96M +$403K +1,713 +7%
SWA
525
Stratos Wealth Advisors
Ohio
$6.89M +$4.3M +18,267 +218%
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