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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Confluence Wealth Management
Oregon
$752K +$702K +1,780 New
EGM
677
Engineers Gate Manager
New York
$743K +$443K +1,124 +177%
CWM
678
Concert Wealth Management
California
$741K +$8.67K +22 +0.8%
RBC
679
Ronald Blue & Co
Georgia
$737K -$106K -270 -13%
IIA
680
IPG Investment Advisors
California
$726K +$678K +1,720 New
RBC
681
Roble Belko & Company
Pennsylvania
$725K +$676K +1,716 New
WB
682
WesBanco Bank
West Virginia
$721K +$17.3K +44 +3%
WEC
683
Winslow Evans & Crocker
Massachusetts
$693K -$98.5K -250 -13%
GIS
684
Guardian Investor Services
New York
$684K -$3.55K -9 -0.6%
SFM
685
Systematic Financial Management
New Jersey
$675K -$15.1M -38,191 -96%
WA
686
WESPAC Advisors
California
$670K +$625K +1,587 New
BC
687
Brinker Capital
Pennsylvania
$665K -$38.6K -98 -6%
RGC
688
Roberts, Glore & Co
Illinois
$665K -$30K -76 -5%
PFPT
689
Pinnacle Financial Partners (Tennessee)
Tennessee
$665K – – –
CB
690
Chemical Bank
Michigan
$665K +$394 +1 +0.1%
CCM
691
Cupps Capital Management
Illinois
$665K +$621K +1,575 New
W
692
Wealthfront
California
$661K +$229K +581 +59%
CAM
693
Cypress Asset Management
Texas
$657K -$11.8K -30 -2%
GC
694
Grimes & Company
Massachusetts
$652K +$1.58K +4 +0.3%
BW
695
Bison Wealth
Georgia
$651K +$106K +270 +21%
MIC
696
MU Investments Company
Japan
$647K -$31.5K -80 -5%
SWM
697
SVA Wealth Management
Wisconsin
$642K – – –
MAM
698
Mizuho Asset Management
Japan
$641K +$168K +425 +39%
PAMG
699
Patton Albertson Miller Group
Tennessee
$638K +$596K +1,512 New
LP
700
LMR Partners
United Kingdom
$634K -$33.9K -86 -5%