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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1076
Intrua Financial
Texas
$532K +$240 +1 +0%
AWM
1077
Altium Wealth Management
New York
$532K +$61K +254 +14%
GC
1078
Garde Capital
Washington
$529K +$120K +500 +32%
FPA
1079
First Pacific Advisors
California
$528K +$490K +2,040 New
BLC
1080
Brown, Lisle/Cummings
Rhode Island
$524K +$486K +2,026 New
ACP
1081
Ashfield Capital Partners
California
$524K – – –
IWA
1082
IVC Wealth Advisors
Pennsylvania
$521K -$48.5K -202 -9%
Los Angeles Capital Management
1083
Los Angeles Capital Management
California
$519K -$23.1M -96,205 -98%
CCA
1084
Checchi Capital Advisers
California
$519K -$4.56K -19 -0.9%
MWC
1085
MBM Wealth Consultants
Missouri
$519K +$119K +496 +33%
SM
1086
Southport Management
Wyoming
$517K +$480K +2,000 New
CCG
1087
Ceeto Capital Group
Florida
$517K – – –
HFM
1088
Hartford Financial Management
Connecticut
$517K – – –
PCA
1089
Personal Capital Advisors
California
$517K +$34.6K +144 +8%
VA
1090
Valmark Advisers
Ohio
$517K +$480K +1,999 New
CAM
1091
Costello Asset Management
Pennsylvania
$512K +$240 +1 +0.1%
ORC
1092
O'Rourke & Company
Massachusetts
$512K +$475K +1,979 New
EI
1093
EDMP Inc
Florida
$509K -$29.3K -122 -6%
SAM
1094
Shikiar Asset Management
New York
$507K -$1.85M -7,728 -80%
HA
1095
Hamel Associates
New Jersey
$507K – – –
KA
1096
Kozak & Associates
Colorado
$507K +$1.2K +5 +0.2%
FCB
1097
First Command Bank
Texas
$506K – – –
CRWM
1098
Castle Rock Wealth Management
California
$506K +$495K +2,064 New
FNBT
1099
FineMark National Bank & Trust
Florida
$504K -$4.8K -20 -1%
BEI
1100
Benjamin Edwards Inc
Missouri
$503K -$163K -681 -26%