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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1226
Parthenon LLC
Kentucky
$327K
WP
1227
WealthSource Partners
California
$326K +$333K +2,140 New
NFG
1228
Next Financial Group
Texas
$322K +$2.33K +15 +0.7%
NFG
1229
Nadler Financial Group
Illinois
$321K +$933 +6 +0.3%
BWP
1230
BSW Wealth Partners
Colorado
$318K
FANJ
1231
Financial Architects (New Jersey)
New Jersey
$317K +$123K +790 +61%
OWP
1232
Obermeyer Wealth Partners
Colorado
$314K
NAM
1233
North American Management
Massachusetts
$313K
PCM
1234
Prelude Capital Management
New York
$311K -$64.5K -415 -17%
AL
1235
Agran Libbie
California
$310K -$1.71K -11 -0.5%
NRS
1236
Neville Rodie & Shaw
New York
$310K
SEIA
1237
Signature Estate & Investment Advisors
California
$309K -$106K -682 -25%
MFWM
1238
Motley Fool Wealth Management
Virginia
$309K +$316K +2,032 New
CM
1239
Castleark Management
Illinois
$304K
FM
1240
Family Management
New York
$304K
HCC
1241
Hirtle Callaghan & Co
Pennsylvania
$304K
LPC
1242
Loeb Partners Corp
New York
$304K +$311K +2,000 New
VSWA
1243
Vontobel Swiss Wealth Advisors
Switzerland
$303K +$344K +2,210 New
FIM
1244
Fruth Investment Management
Texas
$302K -$15.5K -100 -5%
CPA
1245
Court Place Advisors
Maryland
$301K +$39.3K +253 +15%
NIM
1246
Northeast Investment Management
Massachusetts
$300K
BL
1247
BCWM LLC
Kansas
$299K -$53.3K -343 -15%
HIM
1248
Hillsdale Investment Management
Ontario, Canada
$298K -$46.6K -300 -13%
PHAM
1249
Palisades Hudson Asset Management
Florida
$296K -$46.2K -297 -13%
GIM
1250
Greystone Investment Management
Ohio
$295K