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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1001
GM Advisory Group
New York
$4.69M +$152K +505 +4%
MWM
1002
Modera Wealth Management
New Jersey
$4.68M +$283K +938 +7%
SAM
1003
Silvercrest Asset Management
New York
$4.68M -$29.8K -99 -0.7%
KIA
1004
KCM Investment Advisors
California
$4.68M +$30.1K +100 +0.7%
HIP
1005
Harrell Investment Partners
Texas
$4.66M +$3.78M +12,548 +590%
IC
1006
Iconiq Capital
California
$4.63M +$763K +2,534 +21%
TPCW
1007
TD Private Client Wealth
New York
$4.62M +$537K +1,784 +14%
EW
1008
Evoke Wealth
California
$4.62M +$1.29M +4,269 +42%
QFW
1009
QTR Family Wealth
Florida
$4.62M +$1.48M +4,913 +51%
WC
1010
Waterloo Capital
Texas
$4.6M +$521K +1,728 +14%
BIG
1011
Brookwood Investment Group
Arizona
$4.6M +$1.36M +4,521 +45%
GSEP
1012
Golden State Equity Partners
California
$4.57M +$737K +2,445 +20%
BAG
1013
Bridgewealth Advisory Group
California
$4.57M +$4.33M +14,377 New
FFS
1014
Founders Financial Securities
Maryland
$4.56M -$100K -333 -2%
FA
1015
Fountainhead AM
New Jersey
$4.56M -$294K -977 -6%
ATPW
1016
Ashton Thomas Private Wealth
Arizona
$4.54M +$236K +784 +6%
LCAM
1017
London & Capital Asset Management
United Kingdom
$4.54M -$580K -1,926 -12%
APWM
1018
Argonautica Private Wealth Management
Massachusetts
$4.54M -$101K -335 -2%
PWMAG
1019
Pinnacle Wealth Management Advisory Group
New Jersey
$4.53M +$252K +837 +6%
PIA
1020
Pinion Investment Advisors
Kansas
$4.52M -$4.28M -14,195 -50%
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$4.52M -$551K -1,830 -11%
FCA
1022
Fortis Capital Advisors
Kansas
$4.5M -$315K -1,044 -7%
OPWM
1023
Oxinas Partners Wealth Management
Indiana
$4.48M -$381K -1,265 -8%
AFT
1024
Alpha Family Trust
California
$4.48M +$116K +385 +3%
PCM
1025
Parsons Capital Management
Rhode Island
$4.48M -$471K -1,565 -10%