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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
276
Monetary Management Group
Missouri
$555K
RSWM
277
Robertson Stephens Wealth Management
California
$552K +$146K +3,139 +37%
BFC
278
Bedel Financial Consulting
Indiana
$548K +$474K +10,182 New
WGAM
279
Wilkinson Global Asset Management
New York
$548K
WLG
280
Williamson Legacy Group
Indiana
$547K +$244K +5,253 +85%
CRI
281
Colonial River Investments
Virginia
$546K +$49.6K +1,066 +10%
AWM
282
Axxcess Wealth Management
California
$546K +$53.3K +1,146 +11%
PGAM
283
Princeton Global Asset Management
New Jersey
$538K +$23.8K +512 +5%
CCB
284
Country Club Bank
Missouri
$537K
ACP
285
Aviance Capital Partners
Florida
$525K
EFS
286
Essex Financial Services
Connecticut
$518K -$46.8K -1,005 -9%
HSA
287
HBK Sorce Advisory
Pennsylvania
$517K +$34K +730 +7%
AA
288
Aire Advisors
California
$498K +$37.3K +802 +8%
WPC
289
Wedmont Private Capital
Pennsylvania
$495K +$2.88K +62 +0.6%
AFP
290
Ausdal Financial Partners
Iowa
$492K -$3.26K -70 -0.7%
SFS
291
Sowell Financial Services
Arkansas
$489K -$25.7K -552 -5%
VWM
292
Venturi Wealth Management
Texas
$481K +$171K +3,685 +58%
BF
293
BOK Financial
Oklahoma
$479K
AHL
294
Abel Hall LLC
Louisiana
$479K +$465K +10,000 New
RIL
295
Rothschild Investment LLC
Illinois
$476K
AWA
296
Arete Wealth Advisors
Illinois
$472K +$123K +2,640 +37%
FHC
297
First Heartland Consultants
Missouri
$472K +$19K +408 +4%
MIM
298
Marshall Investment Management
Colorado
$468K +$490K +10,528 New
BWL
299
Bogart Wealth LLC
Virginia
$466K -$13.2K -284 -3%
FCP
300
Fidelis Capital Partners
Florida
$464K