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Name Holding Trade Value Shares
Change
Change in
Stake
KF
2176
Krilogy Financial
Missouri
$320K +$349K +1,013 New
IAS
2177
IMA Advisory Services
Colorado
$319K -$326K -948 -48%
TC
2178
Titleist Capital
Texas
$319K -$167K -486 -32%
BWM
2179
BCS Wealth Management
Tennessee
$319K -$34.1K -99 -9%
CCM
2180
Consolidated Capital Management
California
$319K -$4.82K -14 -1%
HI
2181
Harbour Investments
Wisconsin
$319K +$348K +1,010 New
LFG
2182
Lazard Frères Gestion
France
$316K +$340K +986 New
KWM
2183
Kanen Wealth Management
Florida
$315K -$522K -1,517 -60%
SCA
2184
Stonebridge Capital Advisors
Minnesota
$313K -$13.4K -39 -4%
GP
2185
Geneva Partners
Wisconsin
$312K -$5.17K -15 -1%
BAM
2186
Berkshire Asset Management
Pennsylvania
$311K +$4.13K +12 +1%
GFS
2187
GYL Financial Synergies
Connecticut
$311K +$20K +58 +6%
KWA
2188
KCS Wealth Advisory
California
$310K +$15.2K +44 +5%
Financial Engines Advisors
2189
Financial Engines Advisors
California
$309K -$271K -787 -44%
FFA
2190
Fragasso Financial Advisors
Pennsylvania
$309K -$6.54K -19 -2%
PFM
2191
Parsec Financial Management
North Carolina
$308K -$1.08M -3,146 -76%
NAM
2192
NTV Asset Management
West Virginia
$308K +$336K +975 New
EC
2193
Enhancing Capital
Pennsylvania
$306K
GAM
2194
Gemmer Asset Management
California
$304K -$5.13M -14,895 -94%
OAM
2195
Oberweis Asset Management
Illinois
$304K +$3.79K +11 +1%
TP
2196
Truvvo Partners
New York
$303K +$689 +2 +0.2%
HCP
2197
Hexagon Capital Partners
Arkansas
$302K -$80.9K -235 -20%
WCA
2198
Westover Capital Advisors
Delaware
$302K -$51.7K -150 -14%
GPA
2199
Guerra Pan Advisors
New Jersey
$302K
CWM
2200
CCG Wealth Management
California
$301K