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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1126
Catalyst Financial Partners
Massachusetts
$5.6M -$85.5K -215 -2%
LWM
1127
Lyell Wealth Management
California
$5.6M +$3.23M +8,123 +156%
DAMU
1128
Deltroit Asset Management (UK)
$5.6M +$5.3M +13,319 New
CWM
1129
CCG Wealth Management
California
$5.6M +$308K +775 +6%
SP
1130
SmartHarvest Portfolios
Washington
$5.59M -$184K -462 -3%
NAM
1131
NorthCrest Asset Manangement
Minnesota
$5.59M +$1.78M +4,466 +48%
PWP
1132
Perfromance Wealth Partners
Illinois
$5.59M -$150K -378 -3%
PIA
1133
Powell Investment Advisors
Florida
$5.59M -$43K -108 -0.8%
WIS
1134
Wright Investors Service
Connecticut
$5.58M +$376K +946 +8%
WEG
1135
World Equity Group
Illinois
$5.57M +$800K +2,011 +18%
MW
1136
MBL Wealth
North Carolina
$5.57M +$217K +545 +4%
SAM
1137
Silvercrest Asset Management
New York
$5.55M +$20.7K +52 +0.4%
ST
1138
Sageworth Trust
Pennsylvania
$5.54M +$238K +599 +5%
PAA
1139
Peregrine Asset Advisers
Oregon
$5.54M -$23.9K -60 -0.5%
GCA
1140
Gradient Capital Advisors
California
$5.54M -$171K -430 -3%
PIA
1141
Prakash Investment Advisors
Massachusetts
$5.52M -$865K -2,175 -14%
IA
1142
IFG Advisory
Georgia
$5.47M +$5.16M +12,985 +72,139%
AF
1143
Ally Financial
Michigan
$5.47M +$5.17M +13,000 New
TPI
1144
Trust Point Inc
Wisconsin
$5.47M +$443K +1,115 +9%
AA
1145
Aire Advisors
California
$5.46M -$6.76K -17 -0.1%
JSAM
1146
J. Safra Asset Management
New York
$5.45M -$318K -800 -6%
DWA
1147
Douglass Winthrop Advisors
New York
$5.45M +$32.2K +81 +0.6%
MSR
1148
Main Street Research
Connecticut
$5.44M +$241K +606 +5%
OGC
1149
Oak Grove Capital
New Hampshire
$5.44M +$4.91M +12,341 +2,074%
MA
1150
MONECO Advisors
Connecticut
$5.44M +$176K +443 +4%