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Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
1701
Cantor Fitzgerald Investment Advisors
New York
$366K – – –
SN
1702
Sittner & Nelson
Oregon
$366K +$356K +2,507 New
MRCM
1703
M&R Capital Management
New Jersey
$364K -$77.9K -549 -18%
CAM
1704
Congress Asset Management
Massachusetts
$364K +$101K +713 +40%
NFG
1705
Nadler Financial Group
Illinois
$363K +$1.42K +10 +0.4%
FSA
1706
Fort Sheridan Advisors
Illinois
$363K +$12.9K +91 +4%
WDG
1707
Wealth Dimensions Group
Ohio
$363K +$352K +2,482 New
MA
1708
MCF Advisors
Kentucky
$362K -$28K -197 -7%
IDA
1709
Intelligence Driven Advisers
California
$362K – – –
WCM
1710
Windsor Capital Management
Arizona
$361K -$105K -737 -23%
RE
1711
RBC Europe
United Kingdom
$361K – – –
WCF
1712
West Coast Financial
California
$360K -$43.3K -305 -11%
IIC
1713
Integrated Investment Consultants
Michigan
$359K – – –
GCP
1714
GSA Capital Partners
United Kingdom
$358K -$67.6K -476 -16%
Financial Engines Advisors
1715
Financial Engines Advisors
California
$358K +$8.38K +59 +2%
SWM
1716
Sugarloaf Wealth Management
Georgia
$356K +$142 +1 +0%
BCA
1717
Berman Capital Advisors
Georgia
$355K +$3.69K +26 +1%
IB
1718
Intrust Bank
Kansas
$355K +$17.7K +125 +5%
VWA
1719
V Wealth Advisors
Kansas
$355K +$345K +2,429 New
WBG
1720
Wharton Business Group
Pennsylvania
$354K – – –
WFM
1721
Wolff Financial Management
Michigan
$354K +$284 +2 +0.1%
WA
1722
Wealth Architects
California
$353K -$195K -1,371 -36%
LL
1723
LPWM LLC
Minnesota
$353K -$53.4K -376 -13%
MGAM
1724
McGowan Group Asset Management
Texas
$352K +$994 +7 +0.3%
MGIA
1725
Moneta Group Investment Advisors
Missouri
$351K +$341K +2,402 New