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Name Holding Trade Value Shares
Change
Change in
Stake
SP
701
Stablepoint Partners
Massachusetts
$3.48M -$89.5K -1,272 -3%
BIA
702
Benchmark Investment Advisors
Illinois
$3.46M +$468K +6,651 +17%
PA
703
Pinnacle Associates
New York
$3.46M -$2.49M -35,323 -39%
DWM
704
Diversify Wealth Management
Utah
$3.45M +$297K +4,218 +11%
GRP
705
Global Retirement Partners
California
$3.45M +$1.62K +23 +0.1%
P
706
&Partners
Tennessee
$3.44M +$1.97M +27,993 +157%
TCM
707
Twin Capital Management
Pennsylvania
$3.4M +$586K +8,321 +23%
SP
708
SWS Partners
Ohio
$3.4M -$1.2M -17,030 -27%
SCM
709
Silvant Capital Management
Georgia
$3.37M
LCAM
710
London & Capital Asset Management
United Kingdom
$3.36M -$1.68M -23,920 -35%
GVAG
711
Great Valley Advisor Group
Delaware
$3.35M +$323K +4,584 +11%
FTC
712
Farmers Trust Company
Ohio
$3.35M +$33K +469 +1%
SCM
713
Shelton Capital Management
Colorado
$3.33M -$13.8M -195,500 -82%
AGM
714
Alpine Global Management
New York
$3.3M +$3.09M +43,897 New
AWA
715
Aaron Wealth Advisors
Illinois
$3.3M +$139K +1,970 +5%
ONGA
716
O'Neil Global Advisors
California
$3.27M +$3.07M +43,580 New
Kovitz Investment Group Partners
717
Kovitz Investment Group Partners
Illinois
$3.23M +$952K +13,517 +28%
SWM
718
Sendero Wealth Management
Texas
$3.23M +$79.8K +1,133 +3%
MIP
719
Marietta Investment Partners
Wisconsin
$3.22M -$634 -9 -0%
SWP
720
Strategic Wealth Partners
Ohio
$3.21M +$532K +7,552 +21%
EI
721
Ellevest Inc
New York
$3.13M +$1.79M +25,478 +157%
TG
722
TCW Group
California
$3.13M -$46.5K -660 -2%
LSAG
723
Lake Street Advisors Group
New Hampshire
$3.12M +$12K +170 +0.4%
EDRH
724
Edmond de Rothschild Holding
Switzerland
$3.12M +$716K +10,174 +32%
WWM
725
Westwood Wealth Management
California
$3.1M -$597K -8,475 -17%