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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1101
Court Place Advisors
Maryland
$203K -$28.9K -2,250 -11%
EWA
1102
Exencial Wealth Advisors
Oklahoma
$203K +$52.4K +4,078 +31%
SC
1103
Schubert & Co
Texas
$201K +$1.16K +90 +0.5%
SC
1104
Sepio Capital
Utah
$201K +$50.7K +3,948 +30%
FCB
1105
First Command Bank
Texas
$200K -$24.4K -1,900 -10%
FCFS
1106
First Command Financial Services
Texas
$200K -$24.4K -1,900 -10%
PCA
1107
Personal Capital Advisors
California
$199K -$18.8K -1,464 -8%
RWMG
1108
Redwood Wealth Management Group
New Jersey
$198K +$219K +17,057 New
HWA
1109
Heritage Wealth Advisors
Virginia
$198K +$1.16K +90 +0.5%
SPWM
1110
Straight Path Wealth Management
Michigan
$198K
BRG
1111
Bay Rivers Group
Virginia
$197K +$17.3K +1,350 +9%
KCFA
1112
Key Client Fiduciary Advisors
New Jersey
$197K +$217K +16,905 New
MWM
1113
Merriman Wealth Management
Washington
$196K +$6.85K +533 +3%
Financial Engines Advisors
1114
Financial Engines Advisors
California
$195K -$180K -13,975 -45%
NHC
1115
Nicholas Hoffman & Company
Georgia
$194K +$719 +56 +0.3%
LI
1116
Lafayette Investments
Maryland
$194K +$64.2K +5,000 +43%
GKWIM
1117
Gerber Kawasaki Wealth & Investment Management
California
$194K +$45.1K +3,509 +27%
ESBC
1118
E.S. Barr & Co
Kentucky
$194K
FCH
1119
Freestone Capital Holdings
Washington
$193K -$9.07K -706 -4%
KMWM
1120
Keudell/Morrison Wealth Management
Oregon
$192K
T
1121
TNF
Montana
$192K -$3.96K -308 -2%
VC
1122
Vestor Capital
Illinois
$192K
LCM
1123
LCM Capital Management
Illinois
$192K
PFA
1124
Pure Financial Advisors
California
$191K +$9.75K +759 +5%
CAG
1125
Crestwood Advisors Group
Massachusetts
$191K -$48.6K -3,785 -19%