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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
626
Sound View Wealth Advisors Group
Georgia
$301K +$205K +640 New
AP
627
Appleton Partners
Massachusetts
$300K +$204K +639 New
Financial Engines Advisors
628
Financial Engines Advisors
California
$297K +$202K +631 New
EW
629
Evoke Wealth
California
$295K +$105K +328 +109%
WP
630
WMS Partners
Maryland
$295K +$201K +628 New
WA
631
Wealth Architects
California
$294K -$138K -430 -41%
SBSB
632
Sullivan, Bruyette, Speros & Blaney
Virginia
$294K -$16K -50 -7%
LW
633
Linscomb Wealth
Texas
$291K +$198K +619 New
ZIG
634
Zuckerman Investment Group
Illinois
$288K +$196K +613 New
RPC
635
Rossmore Private Capital
Connecticut
$287K +$195K +610 New
WSC
636
Wellington Shields & Co
New York
$287K +$195K +610 New
ACA
637
Affinity Capital Advisors
California
$285K +$194K +607 New
TCM
638
Traynor Capital Management
Pennsylvania
$284K +$178K +557 New
WJWM
639
Williams Jones Wealth Management
New York
$284K +$193K +605 New
GI
640
Gradient Investments
Minnesota
$283K +$55.6K +174 +41%
DR
641
Davis Rea
Ontario, Canada
$282K +$192K +600 New
GAG
642
GM Advisory Group
New York
$282K +$192K +600 New
LCP
643
Legacy Capital Partners
Wisconsin
$282K +$192K +600 New
FCM
644
Firestone Capital Management
Florida
$281K +$63.3K +198 +50%
AWA
645
Arkadios Wealth Advisors
Georgia
$281K – – –
OIA
646
Optimum Investment Advisors
Illinois
$277K -$1.6K -5 -0.8%
CF
647
Centaurus Financial
California
$276K +$17.3K +54 +10%
PAA
648
Peregrine Asset Advisers
Oregon
$275K +$187K +584 New
BSW
649
Buckingham Strategic Wealth
Missouri
$275K +$187K +586 New
PPP
650
Private Portfolio Partners
New Jersey
$263K +$179K +560 New