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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1551
Meridian Wealth Advisors
Texas
$572K +$226K +1,053 +65%
TPWA
1552
TRUE Private Wealth Advisors
Oregon
$570K +$20.6K +96 +4%
SIM
1553
Sonora Investment Management
Arizona
$570K +$73.8K +344 +15%
MMHP
1554
Murphy Middleton Hinkle & Parker
Georgia
$568K -$20.2K -94 -3%
RF
1555
RHS Financial
California
$566K +$429 +2 +0.1%
AW
1556
Alpha Windward
Massachusetts
$564K -$643 -3 -0.1%
CG
1557
Cynosure Group
Utah
$560K -$198K -924 -26%
MS
1558
Mizuho Securities
Japan
$560K +$560K +2,610 New
KM
1559
Kalos Management
Georgia
$558K -$150K -698 -21%
VST
1560
Van Strum & Towne
California
$558K
SSW
1561
Smith Shellnut Wilson
Mississippi
$558K +$36.2K +169 +7%
LOAMS
1562
Lombard Odier Asset Management (Switzerland)
Switzerland
$558K +$149K +696 +37%
TIA
1563
Tiemann Investment Advisors
California
$557K -$21.2K -99 -4%
HFM
1564
Hartford Financial Management
Connecticut
$557K -$1.07K -5 -0.2%
ZIM
1565
Zacks Investment Management
Illinois
$556K -$7.08K -33 -1%
BBA
1566
BLB&B Advisors
Pennsylvania
$556K
FHC
1567
First Heartland Consultants
Missouri
$556K +$12.2K +57 +2%
OFW
1568
Omnia Family Wealth
Florida
$555K
AIM
1569
Advantage Investment Management
Iowa
$554K +$37.3K +174 +7%
RCA
1570
Ranch Capital Advisors
Florida
$552K +$551K +2,571 New
IP
1571
Investment Partners
Ohio
$549K +$1.5K +7 +0.3%
IFWM
1572
Institute for Wealth Management
Colorado
$547K -$1.06M -4,943 -66%
WEC
1573
Winslow Evans & Crocker
Massachusetts
$546K +$11.1K +52 +2%
CWM
1574
Cornerstone Wealth Management
Missouri
$543K -$72.7K -339 -12%
CIC
1575
Chase Investment Counsel
Virginia
$542K -$46.3K -216 -8%