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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1201
NorthCrest Asset Manangement
Minnesota
$593K +$202K +1,377 +52%
VCS
1202
Vaughan & Co Securities
New Jersey
$592K -$305K -2,079 -34%
ECM
1203
Exchange Capital Management
Michigan
$591K – – –
OMG
1204
One Madison Group
New York
$587K +$588K +4,000 New
Stonehage Fleming Financial Services
1205
Stonehage Fleming Financial Services
Jersey
$582K – – –
HWMO
1206
Heritage Wealth Management (Ohio)
Ohio
$582K -$77.6K -528 -12%
SageView Advisory Group
1207
SageView Advisory Group
California
$580K +$113K +772 +24%
WDC
1208
Woodward Diversified Capital
California
$580K +$23.5K +160 +4%
MA
1209
MONECO Advisors
Connecticut
$579K +$53.2K +362 +10%
SWA
1210
Stratos Wealth Advisors
Ohio
$579K +$15K +102 +3%
WB
1211
Webster Bank
Connecticut
$575K – – –
SFG
1212
Snider Financial Group
Washington
$575K -$441 -3 -0.1%
Simon Quick Advisors
1213
Simon Quick Advisors
New Jersey
$574K +$87.3K +594 +18%
Avidian Wealth Enterprises
1214
Avidian Wealth Enterprises
Texas
$574K -$23.2K -158 -4%
SOS
1215
Silver Oak Securities
Tennessee
$572K +$136K +923 +30%
Financial Engines Advisors
1216
Financial Engines Advisors
California
$572K -$366K -2,488 -39%
KCPG
1217
Kavar Capital Partners Group
Kansas
$571K – – –
OC
1218
Opinicus Capital
Florida
$571K -$58K -395 -9%
GLA
1219
Good Life Advisors
Pennsylvania
$571K -$243K -1,654 -30%
CA
1220
CapWealth Advisors
Tennessee
$570K +$40.4K +275 +8%
WFS
1221
Widmann Financial Services
Maryland
$570K +$79.3K +540 +16%
Quotient Wealth Partners
1222
Quotient Wealth Partners
Texas
$569K +$20.3K +138 +4%
HCMT
1223
Highland Capital Management (Tennessee)
Tennessee
$569K +$43.2K +294 +8%
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$567K -$22K -150 -4%
MIM
1225
MTM Investment Management
South Carolina
$565K -$1.62K -11 -0.3%