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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1776
Morse Asset Management
Connecticut
$8.28M +$673K +8,688 +11%
SIM
1777
Sadoff Investment Management
Wisconsin
$8.25M +$23.2K +300 +0.3%
AF
1778
Apexium Financial
Texas
$8.23M +$4.16M +53,704 +147%
TL
1779
TrueWealth LLC
Georgia
$8.21M -$824K -10,632 -11%
PCG
1780
Private Capital Group
Connecticut
$8.2M -$235K -3,032 -3%
CC
1781
Callan Capital
California
$8.2M +$3.1M +39,968 +80%
PA
1782
Procyon Advisors
Connecticut
$8.2M +$78.1K +1,008 +1%
VSWA
1783
Vontobel Swiss Wealth Advisors
Switzerland
$8.18M +$107K +1,384 +2%
MC
1784
Martin & Co
Tennessee
$8.17M -$87.4K -1,128 -1%
CFG
1785
Cambridge Financial Group
Ohio
$8.16M -$139K -1,792 -2%
VCM
1786
Vivaldi Capital Management
Illinois
$8.16M +$389K +5,020 +7%
PAS
1787
Partnervest Advisory Services
California
$8.14M +$58.3K +752 +0.8%
AIM
1788
Aurora Investment Managers
Florida
$8.14M +$6.92M +89,244 New
CWM
1789
Chronos Wealth Management
Florida
$8.13M -$14.6K -188 -0.2%
Vanguard Capital Wealth Advisors
1790
Vanguard Capital Wealth Advisors
Colorado
$8.12M +$6.9M +89,028 New
PH
1791
Pinnacle Holdings
Oklahoma
$8.11M +$89.3K +1,152 +1%
IFS
1792
Ifrah Financial Services
Arkansas
$8.09M -$26.7K -344 -0.4%
PFA
1793
Pinnacle Family Advisors
Missouri
$8.08M +$291K +3,760 +4%
BWM
1794
Baystate Wealth Management
Massachusetts
$8.07M +$234K +3,020 +4%
ST
1795
Somerset Trust
Pennsylvania
$8.07M +$1.03M +13,332 +18%
FBT
1796
First Bankers Trust
Kentucky
$8.07M -$67.3K -868 -1%
LBD
1797
Landsberg Bennett & Dubbaneh
Florida
$8.06M +$691K +8,916 +11%
LCM
1798
Lucas Capital Management
New Jersey
$8.06M -$412K -5,320 -6%
MFG
1799
Merit Financial Group
Georgia
$8.06M +$203K +2,616 +3%
CF
1800
Copperwynd Financial
Arizona
$8.05M -$173K -2,228 -2%