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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Menlo Advisors
California
$2.77M +$47.3K +250 +1%
BP
702
Ballentine Partners
Massachusetts
$2.75M -$1.37M -7,231 -24%
CA
703
Cullinan Associates
Kentucky
$2.72M +$1.7M +9,000 +69%
CWM
704
Concentrum Wealth Management
California
$2.72M +$559K +2,953 +15%
CWP
705
Cyndeo Wealth Partners
Florida
$2.72M +$4.18M +22,058 New
WANY
706
Wealthspire Advisors (New York)
New York
$2.71M +$432K +2,284 +12%
RFMS
707
RWQ Financial Management Services
Florida
$2.71M +$2.87M +15,140 +222%
MCC
708
Money Concepts Capital
Florida
$2.7M +$3.84M +20,280 +1,254%
MIM
709
Moseley Investment Management
Florida
$2.68M +$606K +3,200 +17%
CAG
710
Csenge Advisory Group
Florida
$2.68M -$91.5K -483 -2%
PIM
711
Parker Investment Management
California
$2.67M -$7.24M -38,247 -64%
MHS
712
M Holdings Securities
Oregon
$2.66M -$76.7K -405 -2%
NCM
713
Novare Capital Management
North Carolina
$2.66M +$1.07M +5,668 +36%
ACM
714
Atika Capital Management
New York
$2.65M +$4.07M +21,500 New
RCG
715
Regatta Capital Group
California
$2.64M +$2.66M +14,036 +190%
MS
716
Madden Securities
Texas
$2.63M +$151K +797 +4%
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.62M +$91.6K +484 +2%
HZ
718
Hixon Zuercher
Ohio
$2.61M -$22.9K -121 -0.6%
CA
719
CoreCap Advisors
Michigan
$2.6M +$1.47M +7,787 +58%
EDRH
720
Edmond de Rothschild Holding
Switzerland
$2.59M +$869K +4,589 +28%
QCG
721
Quadrant Capital Group
Ohio
$2.58M -$617K -3,257 -13%
BCPWM
722
Bradley & Co Private Wealth Management
Florida
$2.56M -$7.95K -42 -0.2%
DC
723
Davenport & Co
Virginia
$2.55M +$1.04M +5,470 +36%
GCS
724
Gordian Capital (Singapore)
Singapore
$2.55M +$2.61M +13,796 +201%
SW
725
Signify Wealth
Missouri
$2.54M +$1.37M +7,214 +54%
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