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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Western Wealth Management
Colorado
$634K -$59.8K -4,436 -9%
IRP
677
Investment Research Partners
Pennsylvania
$630K +$35.3K +2,614 +6%
CW
678
CrossGen Wealth
North Carolina
$626K +$5.21K +386 +0.9%
MEAC
679
M.E. Allison & Co
Texas
$625K -$2.97K -220 -0.5%
Financial Engines Advisors
680
Financial Engines Advisors
California
$625K +$890 +66 +0.1%
CAMG
681
CWA Asset Management Group
Florida
$620K +$169K +12,537 +39%
SAM
682
Secure Asset Management
Michigan
$617K -$267K -19,790 -31%
7WCP
683
71 West Capital Partners
Massachusetts
$616K +$116K +8,623 +24%
AAA
684
American Alpha Advisors
New York
$615K +$11K +814 +2%
AAS
685
Annex Advisory Services
Wisconsin
$612K -$61.5K -4,561 -9%
JCM
686
Jacobi Capital Management
Pennsylvania
$611K +$4.41K +327 +0.7%
FA
687
Fiduciary Alliance
South Carolina
$611K -$10.7K -795 -2%
PA
688
Planning Alternatives
Michigan
$611K +$33.1K +2,452 +6%
AMIM
689
Aull & Monroe Investment Management
Alabama
$610K
RIL
690
Rothschild Investment LLC
Illinois
$608K +$267K +19,824 +83%
BCP
691
Blue Chip Partners
Michigan
$608K -$42K -3,113 -7%
CA
692
Continuum Advisory
Idaho
$607K +$46.8K +3,466 +9%
CP
693
Camelot Portfolios
Ohio
$606K -$12.2K -907 -2%
PNC
694
Park National Corp
Ohio
$606K -$11.4K -843 -2%
IFWM
695
Institute for Wealth Management
Colorado
$605K -$863 -64 -0.1%
RSWM
696
Robertson Stephens Wealth Management
California
$604K -$3.63K -269 -0.6%
ACM
697
Advisors Capital Management
New Jersey
$600K +$26.1K +1,931 +5%
SIA
698
Soltis Investment Advisors
Utah
$600K -$116K -8,561 -17%
KWA
699
Kingswood Wealth Advisors
California
$597K -$2.75K -204 -0.5%
EGM
700
Engineers Gate Manager
New York
$597K -$713K -52,854 -55%