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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1651
Center for Financial Planning
Michigan
$1.1M
AA
1652
Argent Advisors
Louisiana
$1.1M +$114K +1,493 +12%
RCM
1653
RNC Capital Management
California
$1.1M -$138K -1,809 -11%
NCM
1654
Northwest Capital Management
Oregon
$1.1M +$1.3K +17 +0.1%
BHTS
1655
Bar Harbor Trust Services
Maine
$1.1M -$81.6K -1,067 -7%
PH
1656
Pinnacle Holdings
Oklahoma
$1.1M -$22.1K -289 -2%
JG
1657
Jefferies Group
New York
$1.09M +$828K +10,828 +340%
BWP
1658
BSW Wealth Partners
Colorado
$1.09M +$195K +2,546 +22%
MCC
1659
Malaga Cove Capital
California
$1.09M +$443K +5,794 +69%
PIMG
1660
Patriot Investment Management Group
Tennessee
$1.09M -$108K -1,411 -9%
AA
1661
Auxano Advisors
Washington
$1.09M +$56.1K +734 +6%
WDG
1662
Wealth Dimensions Group
Ohio
$1.09M +$1.07M +13,943 New
HC
1663
Henshaw Capital
Massachusetts
$1.08M -$117K -1,525 -10%
HFA
1664
Hoover Financial Advisors
Pennsylvania
$1.07M +$59.3K +775 +6%
YIA
1665
YHB Investment Advisors
Connecticut
$1.07M +$10.2K +133 +1%
BCA
1666
Bay Colony Advisors
Massachusetts
$1.07M +$48.9K +640 +5%
GIA
1667
Gladstone Institutional Advisory
Florida
$1.06M -$332K -4,341 -24%
AIA
1668
Angeles Investment Advisors
California
$1.06M -$5.66K -74 -0.5%
RIA
1669
Realta Investment Advisors
Delaware
$1.06M +$8.72K +114 +0.8%
SAM
1670
Security Asset Management
New York
$1.06M +$104K +1,366 +11%
OCG
1671
Opus Capital Group
Ohio
$1.06M +$59.3K +775 +6%
SWM
1672
Segment Wealth Management
Texas
$1.06M -$36.6K -479 -3%
FWP
1673
FAS Wealth Partners
Kansas
$1.05M +$9.03K +118 +0.9%
MIM
1674
MTM Investment Management
South Carolina
$1.05M +$1.03M +13,487 New
PFS
1675
Physicians Financial Services
North Carolina
$1.05M +$6.04K +79 +0.6%