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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$702K +$1.94K +11 +0.3%
FG
627
Fiduciary Group
Georgia
$689K -$42.8K -243 -6%
SIP
628
Stoneridge Investment Partners
Pennsylvania
$689K +$294K +1,673 +70%
FL
629
Fort LP
Maryland
$689K +$716K +4,068 New
OAM
630
Optimal Asset Management
California
$682K -$332K -1,887 -32%
CCA
631
Checchi Capital Advisers
California
$681K -$57.6K -327 -8%
SFA
632
Souders Financial Advisors
Ohio
$677K +$29.7K +169 +6%
BAM
633
Blueshift Asset Management
New Jersey
$677K +$704K +3,997 New
CPO
634
Cerity Partners OCIO
New York
$676K +$78.3K +445 +13%
DADC
635
D.A. Davidson & Co
Montana
$667K -$63.4K -360 -8%
ASN
636
Advisory Services Network
Georgia
$667K -$15.8K -90 -2%
SDIC
637
South Dakota Investment Council
South Dakota
$666K -$52.8K -300 -7%
AWM
638
Aberdeen Wealth Management
Illinois
$656K -$34.9K -198 -5%
HC
639
Henshaw Capital
Massachusetts
$648K – – –
FHB
640
First Hawaiian Bank
Hawaii
$645K -$31.2K -177 -4%
TSS
641
Two Sigma Securities
New York
$641K +$666K +3,781 New
HTC
642
Haverford Trust Company
Pennsylvania
$640K -$1.1M -6,259 -62%
NSB
643
Norway Savings Bank
Maine
$636K +$22K +125 +3%
GWM
644
Geneos Wealth Management
Colorado
$634K +$85.9K +488 +14%
HR
645
Hayden Royal
North Carolina
$633K -$176 -1 -0%
EI
646
Ethic Inc
New York
$632K +$51.6K +293 +9%
BFG
647
Beacon Financial Group
Texas
$631K +$128K +728 +24%
SAM
648
S.A. Mason
Michigan
$630K – – –
DWT
649
Dorsey & Whitney Trust
South Dakota
$626K -$70.4K -400 -10%
CI
650
Cigna Investments
Connecticut
$624K -$4.4K -25 -0.7%