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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1876
Accel Wealth Management
Iowa
$715K -$28.5K -608 -4%
Financial Engines Advisors
1877
Financial Engines Advisors
California
$712K -$52.3K -1,115 -7%
FAM
1878
Formidable Asset Management
Ohio
$711K +$40.9K +872 +7%
PCMM
1879
Piedmont Capital Management (Montana)
Montana
$711K +$135K +2,875 +26%
GAG
1880
GM Advisory Group
New York
$710K
T
1881
TRUADVICE
Florida
$709K -$135K -2,882 -17%
WSCM
1882
Wellington Shields Capital Management
New York
$707K -$288K -6,140 -31%
CWA
1883
Clearview Wealth Advisors
Oregon
$705K +$48.1K +1,025 +8%
PWM
1884
Palumbo Wealth Management
New York
$704K +$640K +13,624 New
LK
1885
Lumbard & Kellner
New Hampshire
$698K -$8.68K -185 -1%
LIG
1886
Lokken Investment Group
Delaware
$698K +$13.4K +285 +2%
TNA
1887
True North Advisors
Texas
$691K +$25.3K +540 +4%
HA
1888
HYA Advisors
Missouri
$690K +$1.93K +41 +0.3%
NAS
1889
Nicolet Advisory Services
Wisconsin
$687K -$3.33K -71 -0.5%
RHBC
1890
R.H. Bluestein & Co
Michigan
$687K +$58.4K +1,244 +10%
IIM
1891
Ironwood Investment Management
Massachusetts
$686K +$47 +1 +0%
DTC
1892
Davidson Trust Company
Washington
$685K -$16.2K -345 -3%
BWP
1893
BSW Wealth Partners
Colorado
$685K +$40.6K +865 +7%
EI
1894
EDMP Inc
Florida
$680K +$33.7K +718 +6%
WIA
1895
World Investment Advisors
California
$679K +$31K +660 +5%
SIA
1896
SkyView Investment Advisors
New Jersey
$677K -$13.1K -280 -2%
GCM
1897
Gibraltar Capital Management
Oklahoma
$677K +$612K +13,033 New
HWA
1898
HHM Wealth Advisors
Tennessee
$675K +$15.7K +335 +3%
DWM
1899
Dakota Wealth Management
Florida
$673K -$217K -4,612 -26%
CAM
1900
Cozad Asset Management
Illinois
$672K +$71.3K +1,518 +13%