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Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
Patten & Patten
Tennessee
$307K -$15.8K -205 -5%
PI
527
PFG Investments
New York
$307K +$84.6K +1,098 +35%
EL
528
Essex LLC
Illinois
$306K -$26.2K -340 -7%
CFP
529
Cascade Financial Partners
California
$303K +$324K +4,200 New
CCM
530
Coldstream Capital Management
Washington
$299K +$55.7K +723 +21%
AIM
531
Aspen Investment Management
Michigan
$298K
UCFA
532
United Capital Financial Advisors
Texas
$294K +$104K +1,353 +50%
AWM
533
Arista Wealth Management
Nevada
$289K +$462 +6 +0.2%
TFG
534
Taylor Financial Group
Virginia
$288K +$308K +4,000 New
SFA
535
Sequoia Financial Advisors
Ohio
$286K +$306K +3,974 New
CWM
536
Calamos Wealth Management
Illinois
$286K +$306K +3,965 New
LAM
537
Lingohr Asset Management
Germany
$285K
SIA
538
Strategic Investment Advisors
Michigan
$283K -$12.9K -168 -4%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$283K -$24K -311 -7%
EC
540
EntryPoint Capital
New York
$281K +$301K +3,904 New
PJWM
541
Philip James Wealth Mangement
Georgia
$281K -$38.9K -505 -11%
IAA
542
Independent Advisor Alliance
North Carolina
$279K -$58.1K -754 -16%
AWM
543
AE Wealth Management
Kansas
$277K +$69.3K +899 +31%
WIA
544
World Investment Advisors
California
$275K +$18.6K +241 +7%
FAM
545
Fred Alger Management
New York
$274K +$293K +3,805 New
UAG
546
United Advisor Group
Ohio
$273K -$12K -156 -4%
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$271K -$496K -6,435 -63%
FPW
548
Fairvoy Private Wealth
Alabama
$271K -$222K -2,877 -43%
BIG
549
Brooklyn Investment Group
New York
$271K -$77 -1 -0%
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$268K -$14.9K -194 -5%