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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1601
Fox Run Management
Connecticut
$329K +$331K +2,850 New
H
1602
HoyleCohen
California
$328K -$130K -1,119 -28%
TFF
1603
The Family Firm
Maryland
$328K +$22.3K +192 +7%
CWG
1604
Cornerstone Wealth Group
North Carolina
$327K -$263K -2,261 -44%
OCM
1605
One Capital Management
California
$327K -$26.8K -231 -8%
CHP
1606
Cable Hill Partners
Oregon
$327K -$813 -7 -0.2%
Eagle Capital Management (New York)
1607
Eagle Capital Management (New York)
New York
$326K
ML
1608
McAdam LLC
Pennsylvania
$325K +$1.51K +13 +0.5%
MSS
1609
Mitchell Sinkler & Starr
Pennsylvania
$324K
BFA
1610
Beacon Financial Advisory
Ohio
$322K -$11.6K -100 -3%
DWA
1611
Divergent Wealth Advisors
Utah
$322K
HFAS
1612
Hummer Financial Advisory Services
Illinois
$322K
CAW
1613
Cornerstone Advisors (Washington)
Washington
$322K +$50.5K +435 +19%
KFGK
1614
Keystone Financial Group (Kentucky)
Kentucky
$321K -$3.48K -30 -1%
IDA
1615
Intelligence Driven Advisers
California
$318K -$6.97K -60 -2%
CWM
1616
Campbell Wealth Management
Virginia
$318K
RCM
1617
RNC Capital Management
California
$318K +$232 +2 +0.1%
RG
1618
Retirement Group
California
$318K +$320K +2,757 New
XF
1619
XML Financial
Maryland
$317K +$2.32K +20 +0.7%
TF
1620
TimeScale Financial
Massachusetts
$316K +$4.07K +35 +1%
SFM
1621
Signet Financial Management
New Jersey
$316K +$14.5K +125 +5%
SWA
1622
SFMG Wealth Advisors
Texas
$315K -$14.2K -122 -4%
TSWM
1623
Triangle Securities Wealth Management
North Carolina
$314K -$104K -897 -25%
BCM
1624
Buckhead Capital Management
Georgia
$313K +$315K +2,713 New
SFG
1625
StrategIQ Financial Group
Indiana
$312K -$221K -1,906 -41%