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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
1001
E Fund Management
China
$393K
BFPW
1002
BOK Financial Private Wealth
Colorado
$392K +$21.1K +65 +6%
MFA
1003
Mayflower Financial Advisors
Massachusetts
$391K +$36.3K +112 +11%
CWM
1004
C2C Wealth Management
Arizona
$390K +$364K +1,125 New
CPWA
1005
Cerro Pacific Wealth Advisors
California
$389K -$480K -1,482 -57%
CSIC
1006
Clifford Swan Investment Counsel
California
$389K +$2.59K +8 +0.7%
FPAS
1007
Focus Partners Advisor Solutions
Missouri
$388K +$363K +1,119 New
AC
1008
ASB Consultores
Florida
$383K +$359K +1,107 New
DA
1009
DSC Advisors
Illinois
$381K -$40.8K -126 -10%
WWM
1010
Windsor Wealth Management
Indiana
$378K +$40.5K +125 +13%
PWP
1011
Principle Wealth Partners
Connecticut
$376K +$324 +1 +0.1%
NL
1012
NWAM LLC
Washington
$374K +$88.4K +273 +34%
HWMG
1013
Hurlow Wealth Management Group
Indiana
$373K
MWPCG
1014
Measured Wealth Private Client Group
New Hampshire
$370K
AAS
1015
Ameritas Advisory Services
Nebraska
$369K +$345K +1,066 New
KPCM
1016
Kings Point Capital Management
New York
$367K +$7.45K +23 +2%
CCM
1017
Chilton Capital Management
Texas
$367K +$343K +1,060 New
RB
1018
Renasant Bank
Mississippi
$365K +$12.6K +39 +4%
WB
1019
Webster Bank
Connecticut
$364K -$290K -894 -46%
WB
1020
WesBanco Bank
West Virginia
$363K
MWM
1021
Mission Wealth Management
California
$363K +$89.1K +275 +36%
KFC
1022
Klingenstein Fields & Co
New York
$358K -$27.9K -86 -8%
CA
1023
Continuum Advisory
Idaho
$358K -$324 -1 -0.1%
SAM
1024
Sompo Asset Management
Japan
$356K +$38.9K +120 +13%
GIA
1025
GHP Investment Advisors
Colorado
$355K