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Name Holding Trade Value Shares
Change
Change in
Stake
MS
1476
Maven Securities
Jersey
$423K +$409K +3,244 New
PIM
1477
Progressive Investment Management
Oregon
$421K -$59.7K -474 -13%
HWA
1478
Heritage Wealth Advisors
Virginia
$420K -$133K -1,052 -25%
BFG
1479
Barber Financial Group
Kansas
$419K
KFI
1480
Key Financial Inc
Pennsylvania
$419K +$23.3K +185 +6%
IC
1481
Intersect Capital
California
$418K +$756 +6 +0.2%
TC
1482
Telemus Capital
Michigan
$418K +$7.43K +59 +2%
JWM
1483
JGP Wealth Management
Oregon
$416K -$201K -1,594 -33%
CNB
1484
Camden National Bank
Maine
$416K -$18.9K -150 -4%
CI
1485
CX Institutional
Indiana
$416K +$24.4K +194 +6%
CRWM
1486
Castle Rock Wealth Management
California
$415K +$173K +1,376 +72%
MIH
1487
Meitav Investment House
Israel
$413K -$52.8K -419 -12%
BHWM
1488
Bay Harbor Wealth Management
Maryland
$413K +$69.3K +550 +21%
WG
1489
Winton Group
United Kingdom
$412K +$398K +3,160 New
IPW
1490
Inlet Private Wealth
Florida
$411K
ATPW
1491
Ashton Thomas Private Wealth
Arizona
$411K +$162K +1,282 +69%
CBT
1492
Capital Bank & Trust
California
$409K -$49.3K -391 -11%
CCFM
1493
Clear Creek Financial Management
Washington
$409K +$179K +1,417 +82%
FMLI
1494
Fukoku Mutual Life Insurance
Japan
$406K
VW
1495
Vantage Wealth
California
$406K
SIM
1496
Spark Investment Management
New York
$405K -$527K -4,186 -57%
TFS
1497
Thoroughbred Financial Services
Tennessee
$405K -$231K -1,835 -37%
WPP
1498
Whalerock Point Partners
Rhode Island
$405K
PCM
1499
Pennsylvania Capital Management
Pennsylvania
$404K +$390K +3,098 New
PP
1500
Professional Planning
California
$404K +$390K +3,098 New