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Name Holding Trade Value Shares
Change
Change in
Stake
RCS
501
Retirement Capital Strategies
California
$554K -$2.84K -150 -0.6%
CF
502
Copperwynd Financial
Arizona
$549K +$2.05K +108 +0.4%
FAAS
503
First Allied Advisory Services
California
$548K +$121K +6,366 +31%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$543K -$3.79K -200 -0.8%
Wealthfront Advisers
505
Wealthfront Advisers
California
$541K -$5.12K -270 -1%
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$541K +$221K +11,680 +80%
CK
507
Cohen Klingenstein
New York
$538K – – –
NRS
508
Neville Rodie & Shaw
New York
$536K – – –
JIC
509
Johnson Investment Counsel
Ohio
$535K -$76K -4,011 -13%
SOAMC
510
Spirit of America Management Corp
New York
$534K – – –
MBT
511
Montecito Bank & Trust
California
$533K +$23.7K +1,253 +5%
Brown Advisory
512
Brown Advisory
Maryland
$531K +$87.5K +4,620 +22%
SWRP
513
Summit Wealth & Retirement Planning
California
$530K -$2.73K -144 -0.6%
SC
514
SRB Corp
Massachusetts
$530K +$29.9K +1,579 +7%
IIM
515
Ironwood Investment Management
Massachusetts
$527K -$28.1K -1,484 -5%
MWM
516
Mission Wealth Management
California
$526K -$46.5K -2,455 -9%
GIM
517
Grassi Investment Management
California
$526K – – –
TCA
518
Teewinot Capital Advisers
New York
$520K – – –
TAM
519
Trust Asset Management
Texas
$515K -$1.38K -73 -0.3%
AGM
520
Alpine Global Management
New York
$512K +$472K +24,920 New
TCM
521
Twin Capital Management
Pennsylvania
$510K -$15.5K -820 -3%
AIP
522
Ameritas Investment Partners
Nebraska
$508K -$26.1K -1,375 -5%
CA
523
Cetera Advisors
Colorado
$508K -$11.7K -616 -2%
CI
524
Conning Inc
Connecticut
$502K -$30.7K -1,620 -6%
BIAS
525
Beacon Investment Advisory Services
New Jersey
$502K +$50.1K +2,642 +12%