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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2326
FFT Wealth Management
Pennsylvania
$259K +$249K +721 New
TA
2327
Trellis Advisors
Washington
$258K -$10.4K -30 -4%
KA
2328
KLCM Advisors
Wisconsin
$257K -$159K -460 -39%
SCM
2329
Southport Capital Management
Tennessee
$257K -$118K -340 -32%
HG
2330
Harbor Group
New Hampshire
$257K – – –
KFI
2331
Key Financial Inc
Pennsylvania
$257K – – –
CHA
2332
Cooper/Haims Advisors
New York
$257K +$8.65K +25 +4%
WFA
2333
Wellspring Financial Advisors
Ohio
$256K -$8.3K -24 -3%
AA
2334
Auxano Advisors
Washington
$256K +$4.5K +13 +2%
JFA
2335
JNBA Financial Advisors
Minnesota
$255K – – –
FFG
2336
Frisch Financial Group
New York
$253K -$20.8K -60 -8%
PFA
2337
Pure Financial Advisors
California
$253K +$7.61K +22 +3%
1WM
2338
1900 Wealth Management
Texas
$253K +$36.7K +106 +18%
WIC
2339
WealthBridge Investment Counsel
Alberta, Canada
$252K +$243K +702 New
CCP
2340
Cassia Capital Partners
North Carolina
$250K +$241K +696 New
CA
2341
CoreCap Advisors
Michigan
$250K +$241K +696 New
BG
2342
Benedetti & Gucer
Georgia
$249K -$25.9K -75 -10%
H
2343
HoyleCohen
California
$248K -$19.7K -57 -8%
B
2344
Bellecapital
Switzerland
$248K – – –
HC
2345
HNP Capital
New York
$248K – – –
VRM
2346
Vectors Research Management
New York
$248K – – –
OWA
2347
Outlook Wealth Advisors
Texas
$248K +$1.73K +5 +0.7%
WAM
2348
WNY Asset Management
New York
$246K +$237K +685 New
SIG
2349
Sargent Investment Group
Maryland
$245K – – –
LWA
2350
Lenox Wealth Advisors
New York
$245K +$10.4K +30 +5%