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Name Holding Trade Value Shares
Change
Change in
Stake
III
676
Independent Investors Inc
New York
$224K
BWA
677
Burt Wealth Advisors
Maryland
$223K
VC
678
Voit & Company
Wisconsin
$221K -$11.1K -66 -5%
BFA
679
Beaumont Financial Advisors
Massachusetts
$219K
CL
680
CPWM LLC
Washington
$219K
TSW
681
Thompson Siegel & Walmsley
Virginia
$219K +$1.01K +6 +0.5%
LWM
682
Lenox Wealth Management
Ohio
$219K +$71.9K +428 +51%
BRWA
683
B. Riley Wealth Advisors
Florida
$217K -$13.3K -79 -6%
FMTC
684
Farmers & Merchants Trust Company
California
$216K
DAS
685
Dynamic Advisor Solutions
Arizona
$216K +$210K +1,251 New
KWMG
686
King Wealth Management Group
Florida
$215K
CCP
687
Cardan Capital Partners
Colorado
$214K -$145K -862 -41%
PCM
688
Palisade Capital Management
New Jersey
$213K
DY
689
Dowling & Yahnke
California
$212K +$207K +1,233 New
RCAG
690
Rehmann Capital Advisory Group
Michigan
$212K +$27.9K +166 +16%
TCB
691
Texas Capital Bancshares
Texas
$210K +$204K +1,214 New
EHC
692
Everett Harris & Co
California
$210K +$205K +1,221 New
BJL
693
Brighton Jones LLC
Washington
$209K -$198K -1,180 -49%
BAM
694
Bruderman Asset Management
New York
$209K -$87.2K -519 -30%
LIM
695
Leavell Investment Management
Alabama
$208K +$203K +1,209 New
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$207K
HL
697
HeadInvest LLC
Maine
$207K +$202K +1,200 New
BWP
698
Bernardo Wealth Planning
Pennsylvania
$205K +$200K +1,191 New
PNC
699
Park National Corp
Ohio
$204K -$33.3K -198 -14%
RhumbLine Advisers
700
RhumbLine Advisers
Massachusetts
$204K +$199K +1,182 New