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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
SVA Wealth Management
Wisconsin
$220K – – –
YWP
752
YorkBridge Wealth Partners
New York
$220K – – –
SFWC
753
Strategic Family Wealth Counselors
New Jersey
$218K +$890 +6 +0.4%
PCG
754
Private Capital Group
Connecticut
$216K – – –
EWM
755
Empirical Wealth Management
Washington
$214K -$115K -775 -35%
Cetera Investment Advisers
756
Cetera Investment Advisers
Illinois
$214K +$216K +1,456 New
BP
757
Ballentine Partners
Massachusetts
$213K – – –
FP
758
Foundry Partners
Minnesota
$213K – – –
RCA
759
Rowland Carmichael Advisors
Arizona
$212K -$2.67K -18 -1%
SAM
760
SignalPoint Asset Management
Missouri
$211K – – –
OR
761
Olympiad Research
Connecticut
$211K +$213K +1,437 New
OAM
762
Occidental Asset Management
California
$209K – – –
WB
763
WesBanco Bank
West Virginia
$208K – – –
DS
764
DRW Securities
Illinois
$208K +$210K +1,413 New
DBIA
765
Dumont & Blake Investment Advisors
New Jersey
$207K – – –
FC
766
Financial Consulate
Maryland
$207K +$593 +4 +0.3%
SB
767
Simmons Bank
Arkansas
$206K -$2.22K -15 -1%
CM
768
Churchill Management
California
$206K +$208K +1,400 New
Fisher Asset Management
769
Fisher Asset Management
Washington
$206K +$208K +1,400 New
FWM
770
Frontier Wealth Management
Missouri
$206K +$208K +1,401 New
NA
771
Navellier & Associates
Nevada
$205K +$1.04K +7 +0.5%
DY
772
Dowling & Yahnke
California
$204K -$2.22K -15 -1%
THWM
773
Taylor Hoffman Wealth Management
Virginia
$204K – – –
MC
774
Maverick Capital
Texas
$201K +$203K +1,366 New
CFA
775
Carroll Financial Associates
North Carolina
$200K – – –