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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
501
Cookson Peirce & Co
Pennsylvania
$252K -$329K -4,460 -56%
FA
502
Forefront Analytics
Pennsylvania
$251K +$256K +3,478 New
Janney Montgomery Scott
503
Janney Montgomery Scott
Pennsylvania
$250K -$40.4K -548 -14%
RWA
504
Ropes Wealth Advisors
Massachusetts
$246K -$442 -6 -0.2%
AWM
505
AE Wealth Management
Kansas
$245K -$905K -12,275 -78%
MC
506
Maverick Capital
Texas
$245K -$317K -4,306 -56%
AF
507
Advisornet Financial
Minnesota
$244K +$20.3K +275 +9%
FAIM
508
Financial Advocates Investment Management
Washington
$243K +$36.7K +498 +17%
FCM
509
Firestone Capital Management
Florida
$239K
Cerity Partners
510
Cerity Partners
New York
$237K -$2.88K -39 -1%
JIC
511
Johnson Investment Counsel
Ohio
$236K -$84.8K -1,150 -26%
ACM
512
Alta Capital Management
Utah
$235K -$182K -2,465 -43%
IFWM
513
Institute for Wealth Management
Colorado
$231K +$25.4K +345 +12%
CG
514
Caprock Group
Idaho
$230K -$46.8K -635 -17%
CCA
515
Checchi Capital Advisers
California
$226K +$5.38K +73 +2%
SCM
516
Schnieders Capital Management
California
$225K -$118K -1,607 -34%
AFP
517
Ausdal Financial Partners
Iowa
$220K +$14.7K +200 +7%
SS
518
Sunbelt Securities
Texas
$218K
NHC
519
Nicholas Hoffman & Company
Georgia
$217K
FIM
520
Freedom Investment Management
Connecticut
$217K +$1.03K +14 +0.5%
IWC
521
Integrated Wealth Concepts
Massachusetts
$216K -$1.11M -15,091 -83%
DJYG
522
David J. Yvars Group
Florida
$215K -$57.5K -780 -20%
PG
523
Patten Group
Tennessee
$212K -$66.4K -900 -23%
CPA
524
Clear Perspective Advisors
Illinois
$212K -$14.7K -200 -6%
MCM
525
Marathon Capital Management
Maryland
$210K +$214K +2,897 New