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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1301
Compagnie Lombard Odier SCmA
Switzerland
$493K – – –
BA
1302
Bridgewater Advisors
New York
$492K -$151K -317 -19%
WFI
1303
West Family Investments
California
$492K -$74.9K -157 -12%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$491K +$267K +560 +97%
PPW
1305
Parcion Private Wealth
Washington
$490K +$104K +218 +24%
HAS
1306
HBW Advisory Services
California
$487K +$185K +388 +53%
CWA
1307
CM Wealth Advisors
Ohio
$486K -$48.7K -102 -8%
RCM
1308
RB Capital Management
Nevada
$484K -$992K -2,080 -65%
MWM
1309
Meridian Wealth Management
Kentucky
$483K -$11.9K -25 -2%
UAG
1310
United Advisor Group
Ohio
$480K +$315K +661 +147%
RCA
1311
Resonant Capital Advisors
Wisconsin
$479K +$136K +286 +35%
VDC
1312
Van Diest Capital
Iowa
$478K +$528K +1,106 New
HCP
1313
Holt Capital Partners
Texas
$477K +$526K +1,103 New
MIC
1314
Maxi Investments CY
Cyprus
$476K +$525K +1,100 New
FM
1315
Freemont Management
Switzerland
$476K -$47.7K -100 -8%
TPWA
1316
Twin Peaks Wealth Advisors
California
$476K -$46.7K -98 -8%
NHT
1317
New Hampshire Trust
New Hampshire
$473K -$31K -65 -6%
VCA
1318
Verdence Capital Advisors
Maryland
$473K -$178K -373 -25%
SWA
1319
Stratos Wealth Advisors
Ohio
$472K -$32.9K -69 -6%
TFP
1320
TrueWealth Financial Partners
Washington
$471K +$520K +1,090 New
AT
1321
American Trust
Kentucky
$471K +$5.25K +11 +1%
SFC
1322
SYM Financial Corp
Indiana
$471K +$27.2K +57 +6%
AA
1323
Alta Advisers
United Kingdom
$470K – – –
BCG
1324
Breakwater Capital Group
New Jersey
$469K -$3.82K -8 -0.7%
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$469K -$63.4K -133 -11%