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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
951
Choate Investment Advisors
Massachusetts
$408K – – –
NFP
952
Narus Financial Partners
Utah
$406K +$83K +322 +26%
TC
953
Telemus Capital
Michigan
$404K -$71.1K -276 -15%
CC
954
Chicago Capital
Illinois
$404K – – –
PNAA
955
Pictet North America Advisors
Switzerland
$404K – – –
PAS
956
Professional Advisory Services
Florida
$402K – – –
WMS
957
Wealth Management Solutions
Pennsylvania
$401K +$515 +2 +0.1%
ET
958
Equitable Trust
Tennessee
$396K – – –
WBG
959
Wharton Business Group
Pennsylvania
$396K – – –
CIA
960
Caerus Investment Advisors
Texas
$396K +$129K +500 +50%
SFA
961
Sequoia Financial Advisors
Ohio
$395K +$55.7K +216 +17%
BRWM
962
B. Riley Wealth Management
Tennessee
$394K -$826K -3,205 -68%
KFS
963
Kurt F. Somerville
$394K -$6.44K -25 -2%
PA
964
Parallel Advisors
California
$394K +$111K +430 +40%
PRC
965
Pearl River Capital
Michigan
$393K -$3.43M -13,293 -90%
TFS
966
TrustCore Financial Services
Tennessee
$391K – – –
LC
967
LCNB Corp
Ohio
$390K -$45.1K -175 -11%
BWM
968
Baystate Wealth Management
Massachusetts
$390K +$1.03K +4 +0.3%
WPC
969
Wedmont Private Capital
Pennsylvania
$390K +$91.5K +355 +32%
MCM
970
Maryland Capital Management
Maryland
$386K – – –
WAM
971
Weatherly Asset Management
California
$385K -$1.8K -7 -0.5%
NME
972
Notis-McConarty Edward
$382K – – –
SHWM
973
Silicon Hills Wealth Management
Texas
$381K -$373K -1,446 -50%
TSWM
974
Triangle Securities Wealth Management
North Carolina
$381K +$4.38K +17 +1%
JWCA
975
J.W. Cole Advisors
Florida
$380K -$14.4K -56 -4%