Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1001
Personal CFO Solutions
New Jersey
$395K -$31.1K -96 -8%
EAM
1002
Evanson Asset Management
California
$394K -$9.72K -30 -3%
BP
1003
BBR Partners
New York
$394K +$8.42K +26 +2%
EFM
1004
E Fund Management
China
$393K – – –
BFPW
1005
BOK Financial Private Wealth
Colorado
$392K +$21.1K +65 +6%
MFA
1006
Mayflower Financial Advisors
Massachusetts
$391K +$36.3K +112 +11%
CWM
1007
C2C Wealth Management
Arizona
$390K +$364K +1,125 New
CPWA
1008
Cerro Pacific Wealth Advisors
California
$389K -$480K -1,482 -57%
CSIC
1009
Clifford Swan Investment Counsel
California
$389K +$2.59K +8 +0.7%
FPAS
1010
Focus Partners Advisor Solutions
Missouri
$388K +$363K +1,119 New
AC
1011
ASB Consultores
Florida
$383K +$359K +1,107 New
DA
1012
DSC Advisors
Illinois
$381K -$40.8K -126 -10%
WWM
1013
Windsor Wealth Management
Indiana
$378K +$40.5K +125 +13%
PWP
1014
Principle Wealth Partners
Connecticut
$376K +$324 +1 +0.1%
NL
1015
NWAM LLC
Washington
$374K +$88.4K +273 +34%
HWMG
1016
Hurlow Wealth Management Group
Indiana
$373K – – –
MWPCG
1017
Measured Wealth Private Client Group
New Hampshire
$370K – – –
AAS
1018
Ameritas Advisory Services
Nebraska
$369K +$345K +1,066 New
KPCM
1019
Kings Point Capital Management
New York
$367K +$7.45K +23 +2%
CCM
1020
Chilton Capital Management
Texas
$367K +$343K +1,060 New
RB
1021
Renasant Bank
Mississippi
$365K +$12.6K +39 +4%
WB
1022
Webster Bank
Connecticut
$364K -$290K -894 -46%
WB
1023
WesBanco Bank
West Virginia
$363K – – –
MWM
1024
Mission Wealth Management
California
$363K +$89.1K +275 +36%
KFC
1025
Klingenstein Fields & Co
New York
$358K -$27.9K -86 -8%