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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
851
Personal CFO Solutions
New Jersey
$413K +$47.8K +318 +11%
WC
852
Westerkirk Capital
$411K – – –
LFAS
853
Level Four Advisory Services
Texas
$411K -$27.2K -181 -5%
GKWIM
854
Gerber Kawasaki Wealth & Investment Management
California
$409K +$45.2K +301 +10%
FCA
855
Fortis Capital Advisors
Kansas
$408K -$660K -4,390 -57%
OWG
856
Oxford Wealth Group
Florida
$407K -$33.7K -224 -6%
AG
857
Ascent Group
Virginia
$405K -$98.8K -657 -17%
JIC
858
Johnson Investment Counsel
Ohio
$405K -$85.7K -570 -15%
UB
859
UMB Bank
Missouri
$400K +$111K +737 +30%
CHA
860
Cooper/Haims Advisors
New York
$399K -$28.4K -189 -6%
AWM
861
Aries Wealth Management
Maine
$398K +$112K +745 +31%
BAM
862
Byrne Asset Management
New Jersey
$398K -$37.9K -252 -7%
MLIC
863
Mandatum Life Insurance Company
Finland
$396K -$10.1K -67 -2%
CIA
864
Choate Investment Advisors
Massachusetts
$396K +$25K +166 +6%
FHC
865
First Heartland Consultants
Missouri
$393K -$153K -1,020 -25%
SCM
866
Sterneck Capital Management
Missouri
$392K -$301 -2 -0.1%
IRC
867
Investors Research Corp
Georgia
$391K -$13.5K -90 -3%
TPWA
868
TRUE Private Wealth Advisors
Oregon
$391K +$15K +100 +3%
CC
869
Centiva Capital
New York
$390K -$54.1M -360,039 -99%
CWM
870
Cornerstone Wealth Management
Missouri
$387K +$11.6K +77 +3%
NWAG
871
Net Worth Advisory Group
Utah
$387K -$5.11K -34 -1%
EWA
872
EverSource Wealth Advisors
Alabama
$386K +$16.7K +111 +4%
WWM
873
Whalen Wealth Management
Nevada
$386K +$463K +3,077 New
FCA
874
FLC Capital Advisors
California
$383K -$25.6K -170 -5%
AFWM
875
Arta Finance Wealth Management
California
$381K +$36.2K +241 +9%
33 34
35
36 37