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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
Sigma Investment Counselors
Michigan
$273K
BCP
827
Berkeley Capital Partners
Georgia
$273K +$275K +7,240 New
AP
828
Atwood & Palmer
Missouri
$272K
IC
829
IEQ Capital
California
$272K +$273K +7,196 New
SSG
830
Summit Securities Group
New York
$272K +$273K +7,200 New
BW
831
Bison Wealth
Georgia
$271K
APW
832
Aurora Private Wealth
New Jersey
$269K +$271K +7,135 New
QWM
833
Quaker Wealth Management
New Jersey
$269K +$271K +7,136 New
EA
834
Elm Advisors
California
$264K
CCFM
835
Clear Creek Financial Management
Washington
$264K +$23.3K +614 +10%
SC
836
Savant Capital
Illinois
$263K -$487K -12,832 -65%
PTP
837
Platform Technology Partners
New York
$263K +$264K +6,961 New
FNFDCM
838
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$262K -$2.09K -55 -0.8%
PCA
839
Personal Capital Advisors
California
$262K +$29.2K +770 +12%
RA
840
RFG Advisory
Alabama
$261K -$56.3K -1,483 -18%
SCM
841
SKBA Capital Management
California
$260K -$5.76M -151,700 -96%
AHC
842
Adell Harriman & Carpenter
Texas
$259K +$261K +6,863 New
PSUF
843
People's United Financial
Connecticut
$258K -$346K -9,106 -57%
PCS
844
Personal CFO Solutions
New Jersey
$258K +$260K +6,844 New
CMANY
845
Capital Management Associates (New York)
New York
$257K -$19K -500 -7%
SVWAG
846
Sound View Wealth Advisors Group
Georgia
$257K +$259K +6,813 New
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$256K -$112K -2,941 -30%
AAM
848
Autus Asset Management
Arizona
$255K
WP
849
WealthSource Partners
California
$255K +$8.85K +233 +4%
HI
850
Hudock Inc
Pennsylvania
$255K +$17.2K +453 +7%