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Name Holding Trade Value Shares
Change
Change in
Stake
CF
501
Copperwynd Financial
Arizona
$549K +$2.05K +108 +0.4%
FAAS
502
First Allied Advisory Services
California
$548K +$121K +6,366 +31%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$543K -$3.79K -200 -0.8%
Wealthfront Advisers
504
Wealthfront Advisers
California
$541K -$5.12K -270 -1%
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$541K +$221K +11,680 +80%
CK
506
Cohen Klingenstein
New York
$538K
NRS
507
Neville Rodie & Shaw
New York
$536K
JIC
508
Johnson Investment Counsel
Ohio
$535K -$76K -4,011 -13%
SOAMC
509
Spirit of America Management Corp
New York
$534K
MBT
510
Montecito Bank & Trust
California
$533K +$23.7K +1,253 +5%
Brown Advisory
511
Brown Advisory
Maryland
$531K +$87.5K +4,620 +22%
SWRP
512
Summit Wealth & Retirement Planning
California
$530K -$2.73K -144 -0.6%
SC
513
SRB Corp
Massachusetts
$530K +$29.9K +1,579 +7%
IIM
514
Ironwood Investment Management
Massachusetts
$527K -$28.1K -1,484 -5%
MWM
515
Mission Wealth Management
California
$526K -$46.5K -2,455 -9%
GIM
516
Grassi Investment Management
California
$526K
TCA
517
Teewinot Capital Advisers
New York
$520K
TAM
518
Trust Asset Management
Texas
$515K -$1.38K -73 -0.3%
AGM
519
Alpine Global Management
New York
$512K +$472K +24,920 New
TCM
520
Twin Capital Management
Pennsylvania
$510K -$15.5K -820 -3%
AIP
521
Ameritas Investment Partners
Nebraska
$508K -$26.1K -1,375 -5%
CA
522
Cetera Advisors
Colorado
$508K -$11.7K -616 -2%
CI
523
Conning Inc
Connecticut
$502K -$30.7K -1,620 -6%
BIAS
524
Beacon Investment Advisory Services
New Jersey
$502K +$50.1K +2,642 +12%
BFA
525
Beaumont Financial Advisors
Massachusetts
$500K +$15.3K +805 +3%