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Name Holding Trade Value Shares
Change
Change in
Stake
BSWMG
576
Barrington Strategic Wealth Management Group
Illinois
$756K -$29.1K -2,400 -4%
RC
577
RegentAtlantic Capital
New Jersey
$756K +$24.9K +2,051 +3%
AWMF
578
Arbor Wealth Management (Florida)
Florida
$755K -$98.6K -8,130 -12%
GWM
579
Greenwich Wealth Management
Connecticut
$747K +$26.1K +2,150 +4%
SFS
580
Sowell Financial Services
Arkansas
$746K +$715K +58,988 New
SPIA
581
Steward Partners Investment Advisory
New York
$744K +$744K +61,372 New
KLI
582
Kelman-Lazarov Inc
Tennessee
$739K -$181K -14,903 -20%
PA
583
Planning Alternatives
Michigan
$731K -$13K -1,069 -2%
TIA
584
Trust Investment Advisors
Indiana
$729K -$327K -26,988 -31%
NSEDCP
585
NJ State Employees Deferred Compensation Plan
New Jersey
$728K – – –
LCM
586
Lee Capital Management
New York
$728K +$728K +60,000 New
CCM
587
Cribstone Capital Management
Maine
$715K -$34K -2,806 -5%
LOAME
588
Lombard Odier Asset Management (Europe)
United Kingdom
$711K – – –
VIP
589
Vantage Investment Partners
Missouri
$706K +$109 +9 +0%
PVWM
590
Point View Wealth Management
New Jersey
$700K -$43.6K -3,597 -6%
MYAM
591
Meiji Yasuda Asset Management
Japan
$692K -$29.1K -2,400 -4%
IA
592
Icon Advisers
Colorado
$691K -$414K -34,100 -37%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$690K +$2.69K +222 +0.4%
WAM
594
Weatherly Asset Management
California
$685K -$10.3K -849 -1%
OIA
595
Optimum Investment Advisors
Illinois
$677K -$95.7K -7,887 -12%
WA
596
WealthTrust Axiom
Pennsylvania
$653K +$146K +12,000 +29%
EWM
597
Evermay Wealth Management
Virginia
$651K +$24 +2 +0%
FT
598
Fiduciary Trust
Massachusetts
$635K -$41.5K -3,422 -6%
GEA
599
Glen Eagle Advisors
New Jersey
$634K +$634K +52,239 New
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$630K -$6.67K -550 -1%