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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1026
HBK Sorce Advisory
Pennsylvania
$2.81M -$89.9K -820 -3%
NB
1027
Nicolet Bankshares
Wisconsin
$2.8M -$118K -1,080 -4%
MMG
1028
Monetary Management Group
Missouri
$2.8M -$734K -6,690 -21%
WA1
1029
Wimmer Associates 1
California
$2.8M -$39.4K -359 -1%
AFCM
1030
Applied Finance Capital Management
Puerto Rico
$2.8M +$415K +3,785 +18%
Koshinski Asset Management
1031
Koshinski Asset Management
Illinois
$2.8M -$40.5K -369 -1%
TG
1032
TCW Group
California
$2.8M -$62.4K -569 -2%
SC
1033
Sawyer & Company
Massachusetts
$2.79M -$8.23K -75 -0.3%
APP
1034
Avantax Planning Partners
Iowa
$2.78M -$214K -1,950 -7%
WOC
1035
West Oak Capital
California
$2.78M +$87.1K +794 +3%
WAM
1036
Weatherly Asset Management
California
$2.77M +$14.3K +130 +0.5%
LFAS
1037
Level Four Advisory Services
Texas
$2.77M +$105K +955 +4%
IHL
1038
Investment House LLC
California
$2.76M -$146K -1,333 -5%
PTC
1039
Private Trust Company
Ohio
$2.73M -$88.3K -805 -3%
AA
1040
Axiom Advisory
California
$2.73M +$50.9K +464 +2%
JWCA
1041
J.W. Cole Advisors
Florida
$2.73M +$25.8K +235 +1%
SWM
1042
Spire Wealth Management
Virginia
$2.72M -$44.9K -409 -2%
OCM
1043
Orleans Capital Management
Louisiana
$2.71M -$32.9K -300 -1%
SNBOSD
1044
Security National Bank of So Dak
Iowa
$2.71M -$12.6K -115 -0.5%
SCM
1045
Shelton Capital Management
Colorado
$2.7M -$428K -3,903 -14%
IIM
1046
INTECH Investment Management
Florida
$2.7M -$1.28M -11,661 -33%
MYIA
1047
Mount Yale Investment Advisors
Colorado
$2.7M -$46K -419 -2%
RSWM
1048
Robertson Stephens Wealth Management
California
$2.69M +$607K +5,535 +31%
PI
1049
Pettee Investors
Connecticut
$2.68M -$48.3K -440 -2%
OWP
1050
Obermeyer Wealth Partners
Colorado
$2.68M -$21.2M -192,954 -89%