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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1176
WealthSource Partners
California
$2.21M -$77.5K -326 -4%
BWP
1177
Bernardo Wealth Planning
Pennsylvania
$2.21M +$30.4K +128 +1%
LA
1178
LM Advisors
California
$2.2M +$2.11M +8,863 New
RAM
1179
Revere Asset Management
Texas
$2.19M +$2.1M +8,833 New
WF
1180
Welch & Forbes
Massachusetts
$2.19M -$2.38K -10 -0.1%
MWA
1181
MFA Wealth Advisors
Pennsylvania
$2.19M +$11.6K +49 +0.6%
CSA
1182
Cottage Street Advisors
Massachusetts
$2.19M +$22.1K +93 +1%
QWM
1183
Quadcap Wealth Management
Texas
$2.19M +$2.09M +8,795 New
MFA
1184
Mayflower Financial Advisors
Massachusetts
$2.18M +$27.1K +114 +1%
GAG
1185
GM Advisory Group
New York
$2.16M -$73.7K -310 -3%
VWM
1186
Venturi Wealth Management
Texas
$2.15M +$678K +2,851 +49%
FC
1187
Franchise Capital
Cayman Islands
$2.15M -$6M -25,251 -74%
NAS
1188
NWF Advisory Services
California
$2.15M +$210K +885 +11%
Bank Julius Baer & Co
1189
Bank Julius Baer & Co
Switzerland
$2.14M +$456K +1,919 +29%
RIA
1190
Regal Investment Advisors
Michigan
$2.13M +$150K +631 +8%
EA
1191
Everpar Advisors
Oklahoma
$2.13M +$2.04M +8,588 New
QIM
1192
Quantitative Investment Management
Virginia
$2.13M +$2.03M +8,558 New
AIA
1193
Alternative Investment Advisors
Florida
$2.12M -$141K -594 -6%
SFG
1194
SNS Financial Group
Minnesota
$2.12M +$23.5K +99 +1%
CAG
1195
Crestwood Advisors Group
Massachusetts
$2.12M +$323K +1,361 +19%
FPCP
1196
Fort Point Capital Partners
California
$2.12M +$85.1K +358 +4%
LPAM
1197
Lodestar Private Asset Management
California
$2.12M +$58K +244 +3%
SF
1198
Symphony Financial
Texas
$2.12M +$598K +2,518 +37%
GXJ
1199
Global X Japan
Japan
$2.1M +$2.01M +8,457 New
HCCM
1200
Hudson Canyon Capital Management
New York
$2.1M -$45.9K -193 -2%