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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2051
Accel Wealth Management
Iowa
$212K +$299 +2 +0.2%
IWA
2052
IVC Wealth Advisors
Pennsylvania
$212K +$197K +1,313 New
CISOA
2053
Capital Investment Services of America
Wisconsin
$212K +$197K +1,316 New
VF
2054
Virtu Financial
New York
$212K +$197K +1,316 New
Financial Engines Advisors
2055
Financial Engines Advisors
California
$211K -$170K -1,136 -46%
FMI
2056
F/M Investments
District of Columbia
$211K +$196K +1,311 New
WA
2057
WP Advisors
California
$210K -$10.6K -71 -5%
SCM
2058
Silvant Capital Management
Georgia
$210K
HCM
2059
Hollencrest Capital Management
California
$209K +$194K +1,298 New
MCM
2060
Marathon Capital Management
Maryland
$209K +$195K +1,300 New
AWP
2061
Abacus Wealth Partners
California
$208K +$194K +1,293 New
SWA
2062
SFMG Wealth Advisors
Texas
$207K +$193K +1,286 New
SIC
2063
Samalin Investment Counsel
New York
$207K +$193K +1,289 New
LAS
2064
Lloyd Advisory Services
Georgia
$206K +$20.5K +137 +12%
GPA
2065
Garrison Point Advisors
California
$206K +$192K +1,281 New
RIM
2066
Rockbridge Investment Management
New York
$205K -$7.04K -47 -4%
BWM
2067
Baystate Wealth Management
Massachusetts
$205K +$150 +1 +0.1%
GC
2068
Gilbert & Cook
Iowa
$205K +$190K +1,271 New
NEGWA
2069
New England Guild Wealth Advisors
Connecticut
$205K +$191K +1,275 New
JG
2070
Jefferies Group
New York
$205K -$1.29M -8,616 -87%
SEIA
2071
Signature Estate & Investment Advisors
California
$204K +$190K +1,269 New
MAM
2072
MMA Asset Management
Pennsylvania
$203K +$189K +1,261 New
PA
2073
Procyon Advisors
Connecticut
$202K +$188K +1,253 New
NCM
2074
Novare Capital Management
North Carolina
$202K +$188K +1,256 New
B
2075
Bridgeworth
Alabama
$201K +$187K +1,247 New