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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1676
Independence Advisors
Pennsylvania
$248K +$13.1K +76 +6%
OIA
1677
Optimum Investment Advisors
Illinois
$247K -$247K -1,435 -51%
EF
1678
Empirical Finance
Pennsylvania
$247K +$27.9K +162 +13%
AAS
1679
Annex Advisory Services
Wisconsin
$246K -$12.4K -72 -5%
DFIG
1680
Dragon Financial & Investment Group
California
$243K -$115K -670 -33%
CISOA
1681
Capital Investment Services of America
Wisconsin
$242K – – –
PCM
1682
Pointe Capital Management
Michigan
$242K – – –
LWA
1683
Lenox Wealth Advisors
New York
$242K +$195K +1,132 +468%
HCA
1684
Harbour Capital Advisors
Virginia
$241K +$3.96K +23 +2%
GRQ
1685
Gardner Russo & Quinn
Pennsylvania
$240K -$58.7K -341 -20%
AWMG
1686
Alliance Wealth Management Group
New Jersey
$239K – – –
FIG
1687
FundX Investment Group
California
$239K – – –
AEPG
1688
American Economic Planning Group
New Jersey
$238K -$3.27K -19 -1%
CCM
1689
CWH Capital Management
Washington
$236K – – –
AssetMark Inc
1690
AssetMark Inc
California
$236K +$3.96K +23 +2%
BA
1691
BKS Advisors
Michigan
$235K – – –
HHGA
1692
Halbert Hargrove Global Advisors
California
$233K -$5.34K -31 -2%
PIA
1693
Pinion Investment Advisors
Kansas
$233K +$228K +1,322 New
AIS
1694
American Investment Services
Massachusetts
$232K – – –
BFC
1695
Blue Fin Capital
Rhode Island
$232K – – –
CAGAS
1696
Capital Advisory Group Advisory Services
Minnesota
$232K – – –
FEG
1697
Financial Enhancement Group
Indiana
$232K – – –
SSG
1698
Summit Securities Group
New York
$232K +$227K +1,316 New
VCM
1699
Virtue Capital Management
Tennessee
$231K +$226K +1,311 New
IP
1700
Isthmus Partners
Wisconsin
$230K +$32.9K +191 +17%