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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
701
Schechter Investment Advisors
Michigan
$375K +$103K +211 +38%
WPA
702
West Paces Advisors
Georgia
$373K -$112K -230 -23%
BCAM
703
Boston Common Asset Management
Massachusetts
$370K -$29.7K -61 -7%
JWM
704
Jackson Wealth Management
Florida
$367K +$368K +756 New
LWAC
705
Laurel Wealth Advisors (California)
California
$366K +$367K +754 New
IFG
706
Independent Financial Group
California
$365K +$366K +753 New
SFA
707
Sequoia Financial Advisors
Ohio
$365K -$21.9K -45 -6%
MCM
708
Manchester Capital Management
Vermont
$361K
BA
709
Bristlecone Advisors
Washington
$358K +$21.9K +45 +6%
BFS
710
Beacon Financial Strategies
North Carolina
$356K
DWT
711
Dorsey & Whitney Trust
South Dakota
$354K -$4.38K -9 -1%
MA
712
Mutual Advisors
Nebraska
$354K +$27.7K +57 +8%
BBHC
713
Brown Brothers Harriman & Co
New York
$354K +$29.2K +60 +9%
UB
714
UMB Bank
Missouri
$352K -$47.2K -97 -12%
PCA
715
Personal Capital Advisors
California
$350K +$111K +228 +46%
PCMC
716
Private Capital Management (Colorado)
Colorado
$347K +$1.95K +4 +0.6%
ECM
717
Evergreen Capital Management
Washington
$347K +$127K +262 +58%
SA
718
Shilanski & Associates
Alaska
$347K +$348K +715 New
PWM
719
Perigon Wealth Management
California
$335K +$24.3K +50 +8%
Fuller & Thaler Asset Management
720
Fuller & Thaler Asset Management
California
$332K -$109K -225 -25%
PWMAG
721
Pinnacle Wealth Management Advisory Group
New Jersey
$330K +$29.2K +60 +10%
FP
722
Financial Perspectives
Minnesota
$328K
FL
723
Fort LP
Maryland
$326K -$96.8K -199 -23%
ASFA
724
All Season Financial Advisors
Colorado
$324K +$324K +667 New
CCM
725
Chickasaw Capital Management
Tennessee
$323K