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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1601
Fieldpoint Private Securities
Connecticut
$1M -$153K -1,451 -13%
VWA
1602
V Wealth Advisors
Kansas
$1M -$48.8K -462 -5%
CC
1603
Chicago Capital
Illinois
$998K – – –
TWM
1604
Titus Wealth Management
California
$998K +$12.7K +120 +1%
PFO
1605
Pathstone Family Office
New Jersey
$996K +$698K +6,614 +228%
Financial Engines Advisors
1606
Financial Engines Advisors
California
$995K +$148K +1,405 +17%
PFBT
1607
Parkside Financial Bank & Trust
Missouri
$991K -$623K -5,900 -38%
MC
1608
MRJ Capital
New York
$985K -$70.7K -670 -7%
HC
1609
HNP Capital
New York
$984K – – –
VRM
1610
Vectors Research Management
New York
$984K +$5.17K +49 +0.5%
UCI
1611
Uncommon Cents Investing
Wisconsin
$983K – – –
GAMC
1612
Garner Asset Management Corp
Texas
$983K +$9.71K +92 +1%
TCCM
1613
Timber Creek Capital Management
Massachusetts
$980K -$6.33K -60 -0.6%
CFG
1614
Cooper Financial Group
California
$976K +$21K +199 +2%
Fiera Capital (Canada)
1615
Fiera Capital (Canada)
Quebec, Canada
$974K +$4.22K +40 +0.4%
MTC
1616
McDaniel Terry & Co
Texas
$973K +$950 +9 +0.1%
KIC
1617
Keating Investment Counselors
Florida
$971K – – –
WIA
1618
World Investment Advisors
California
$970K +$3.27K +31 +0.3%
TWP
1619
Total Wealth Planning
Ohio
$968K -$130K -1,230 -12%
FC
1620
Ferris Capital
Massachusetts
$968K +$713K +6,754 +271%
BFIC
1621
Bedell Frazier Investment Counselling
California
$965K – – –
PWMAG
1622
Pinnacle Wealth Management Advisory Group
New Jersey
$965K +$166K +1,575 +21%
AWM
1623
Altavista Wealth Management
North Carolina
$963K -$4.75K -45 -0.5%
PPSG
1624
Princeton Portfolio Strategies Group
New Jersey
$962K -$1.55M -14,689 -62%
SHA
1625
Seneca House Advisors
Virginia
$961K -$25.4K -241 -3%