Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1451
Western Wealth Management
Colorado
$998K -$525K -2,879 -36%
CPC
1452
Congress Park Capital
New York
$997K +$248K +1,360 +35%
Financial Engines Advisors
1453
Financial Engines Advisors
California
$993K +$340K +1,861 +56%
JPLA
1454
Joseph P. Lucia & Associates
New York
$992K -$62.4K -342 -6%
NFC
1455
Northeast Financial Consultants
Connecticut
$992K +$215K +1,178 +29%
KMWM
1456
Keudell/Morrison Wealth Management
Oregon
$989K -$18.2K -100 -2%
P
1457
Pitcairn
Pennsylvania
$989K +$81K +444 +9%
BMC
1458
Benin Management Corp
Connecticut
$986K +$18.1K +99 +2%
TF
1459
Talbot Financial
Washington
$986K +$942K +5,165 New
PPWP
1460
Premier Path Wealth Partners
New Jersey
$985K +$547 +3 +0.1%
GAG
1461
GM Advisory Group
New York
$985K -$8.39K -46 -0.9%
9WM
1462
9258 Wealth Management
Ohio
$984K +$365 +2 +0%
RMSCM
1463
R.M. Sincerbeaux Capital Management
New York
$975K – – –
TF
1464
Trek Financial
Arizona
$972K -$751K -4,116 -45%
CFA
1465
Capstone Financial Advisors
Illinois
$966K +$21.9K +120 +2%
HCM
1466
Highlander Capital Management
New Jersey
$964K -$10.9K -60 -1%
HFS
1467
Heritage Financial Services
Massachusetts
$964K +$19.7K +108 +2%
CA
1468
Claro Advisors
Massachusetts
$964K +$56K +307 +6%
PPWP
1469
Proquility Private Wealth Partners
Nevada
$961K -$117K -641 -11%
OA
1470
Oxbow Advisors
Texas
$958K -$13.3K -73 -1%
AF
1471
Apexium Financial
Texas
$958K -$3.51M -19,260 -79%
T
1472
TOBAM
France
$957K -$32.7K -179 -3%
TCOTS
1473
Trust Company of the South
North Carolina
$956K -$5.84K -32 -0.6%
UCB
1474
United Community Bank
South Carolina
$955K -$25.9K -142 -3%
CMANY
1475
Capital Management Associates (New York)
New York
$955K +$91.2K +500 +11%