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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1076
Parsons Capital Management
Rhode Island
$214K
FCH
1077
Freestone Capital Holdings
Washington
$214K +$10.4K +804 +5%
SPWM
1078
Straight Path Wealth Management
Michigan
$214K
FAG
1079
Fortitude Advisory Group
Washington
$212K -$6.34K -488 -3%
PP
1080
PFS Partners
New Jersey
$211K +$4.88K +376 +2%
FB
1081
First Bancorp
Maine
$211K -$6.49K -500 -3%
Empower Advisory Group
1082
Empower Advisory Group
Colorado
$210K +$13.5K +1,037 +7%
TC
1083
Telemus Capital
Michigan
$210K -$27.1K -2,088 -11%
CWM
1084
Certus Wealth Management
California
$210K
Vanguard Capital Wealth Advisors
1085
Vanguard Capital Wealth Advisors
Colorado
$209K -$17.8K -1,369 -8%
WG
1086
Welch Group
Alabama
$209K -$143K -10,983 -39%
WA
1087
Waverly Advisors
Alabama
$209K +$38.4K +2,955 +21%
CPA
1088
Court Place Advisors
Maryland
$208K
WIM
1089
WealthPlan Investment Management
Nebraska
$208K +$47.6K +3,669 +28%
CPC
1090
Congress Park Capital
New York
$208K -$22.7K -1,750 -9%
SPWG
1091
Sage Private Wealth Group
Illinois
$208K +$8.08K +622 +4%
NAS
1092
NWF Advisory Services
California
$207K +$5.27K +406 +2%
ESBC
1093
E.S. Barr & Co
Kentucky
$207K
SIS
1094
Sound Income Strategies
Florida
$207K -$922 -71 -0.4%
WMP
1095
Wealth Management Partners
Arizona
$206K +$20.8K +1,601 +11%
CCA
1096
Childress Capital Advisors
Texas
$206K +$215K +16,594 New
JJBC
1097
James J. Burns & Company
New York
$206K +$57.5K +4,432 +36%
SF
1098
Slagle Financial
Illinois
$205K -$40.3K -3,106 -16%
SWM
1099
Sugarloaf Wealth Management
Georgia
$204K +$532 +41 +0.2%
KMWM
1100
Keudell/Morrison Wealth Management
Oregon
$204K -$2.92K -225 -1%