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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1576
Systematic Financial Management
New Jersey
$623K
B
1577
Brightworth
Georgia
$614K +$41.9K +793 +8%
GI
1578
Gradient Investments
Minnesota
$613K +$4.7K +89 +0.8%
AA
1579
ALPS Advisors
Colorado
$611K -$144K -2,726 -19%
CWS
1580
Cypress Wealth Services
California
$609K -$35K -663 -6%
JCM
1581
Jacobi Capital Management
Pennsylvania
$609K +$3.59K +68 +0.6%
SWA
1582
Sutton Wealth Advisors
Florida
$607K +$1.9K +36 +0.3%
AF
1583
Advisornet Financial
Minnesota
$604K -$61K -1,154 -9%
SIA
1584
Strategic Investment Advisors
Michigan
$598K +$114K +2,150 +24%
Verition Fund Management
1585
Verition Fund Management
Connecticut
$597K -$51.2K -970 -8%
MSFP
1586
Mark Sheptoff Financial Planning
Connecticut
$596K -$10.6K -200 -2%
SIC
1587
Sigma Investment Counselors
Michigan
$596K
RMSCM
1588
R.M. Sincerbeaux Capital Management
New York
$595K
BDFN
1589
Bond & Devick Financial Network
Minnesota
$595K +$21.1K +400 +4%
SMH
1590
Sanders Morris Harris
Texas
$594K
RIL
1591
Rothschild Investment LLC
Illinois
$594K +$10.5K +199 +2%
AWAP
1592
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$590K +$122K +2,309 +27%
MSR
1593
Main Street Research
Connecticut
$589K -$22.2K -420 -4%
LIG
1594
Lokken Investment Group
Delaware
$589K +$1.85K +35 +0.3%
VC
1595
Vicus Capital
Pennsylvania
$586K -$47.6K -901 -8%
PMFA
1596
Plante Moran Financial Advisors
Michigan
$585K +$43.6K +826 +8%
WP
1597
WealthSource Partners
California
$585K +$103K +1,952 +22%
Financial Engines Advisors
1598
Financial Engines Advisors
California
$584K -$185K -3,510 -25%
CP
1599
Corbenic Partners
Pennsylvania
$584K
BWM
1600
Baystate Wealth Management
Massachusetts
$583K -$10.9K -206 -2%