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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Mission Wealth Management
California
$326K -$23.8K -140 -7%
FCCM
1252
First City Capital Management
Georgia
$323K
AF
1253
Arrow Financial
New York
$322K
CWA
1254
Cypress Wealth Advisors
California
$322K +$17.5K +103 +6%
FLPIM
1255
F.L. Putnam Investment Management
Massachusetts
$321K +$13.6K +80 +5%
GWS
1256
Glassman Wealth Services
Virginia
$320K -$43.6K -256 -12%
AAM
1257
American Asset Management
Florida
$320K +$17.2K +101 +6%
CCMW
1258
Cypress Capital Management (Wyoming)
Wyoming
$318K -$136K -800 -31%
NFGCM
1259
Norman Fields Gottscho Capital Management
New York
$318K
MGIA
1260
Moneta Group Investment Advisors
Missouri
$316K -$207K -1,215 -41%
DVM
1261
Dreman Value Management
Florida
$312K
ZB
1262
Zions Bancorporation
Utah
$310K -$52.8K -310 -15%
CHAM
1263
Clear Harbor Asset Management
Connecticut
$309K +$297K +1,746 New
SSW
1264
Smith Shellnut Wilson
Mississippi
$308K -$70.7K -415 -19%
KWMG
1265
King Wealth Management Group
Florida
$307K +$681 +4 +0.2%
ACM
1266
Alta Capital Management
Utah
$306K
GKWIM
1267
Gerber Kawasaki Wealth & Investment Management
California
$304K +$293K +1,721 New
EWA
1268
Exencial Wealth Advisors
Oklahoma
$302K -$28.4K -167 -9%
QAM
1269
Quantres Asset Management
Cayman Islands
$301K +$290K +1,700 New
MFW
1270
Mosaic Family Wealth
Missouri
$300K -$85K -499 -23%
WA
1271
Wealth Architects
California
$299K -$19.2K -113 -6%
CA
1272
Capital Advantage
California
$298K +$5.96K +35 +2%
Loomis, Sayles & Company
1273
Loomis, Sayles & Company
Massachusetts
$297K +$49.2K +289 +21%
HA
1274
Hays Advisory
Tennessee
$296K +$24.9K +146 +10%
LC
1275
Lourd Capital
California
$295K +$17.2K +101 +6%