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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1676
Winning Points Advisors
Florida
$677K
IA
1677
Independence Advisors
Pennsylvania
$672K +$30.6K +399 +5%
EWF
1678
Epstein & White Financial
California
$672K +$287K +3,750 +75%
RIM
1679
Redwood Investment Management
Arizona
$672K +$620K +8,101 New
CCM
1680
Cutler Capital Management
Massachusetts
$671K
HCM
1681
HGI Capital Management
New York
$671K
CBA
1682
Coastal Bridge Advisors
Connecticut
$669K -$8.88K -116 -1%
WTFG
1683
Wells Trecaso Financial Group
Ohio
$666K -$32.7K -427 -5%
CWM
1684
Concentric Wealth Management
California
$664K +$842 +11 +0.1%
BPB
1685
Badgley, Phelps & Bell
Washington
$662K -$36.9K -482 -6%
PNAA
1686
Pictet North America Advisors
Switzerland
$660K -$210K -2,747 -25%
GBBWRPM
1687
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$658K +$32.8K +428 +5%
FBFS
1688
First Business Financial Services
Wisconsin
$652K +$11.9K +155 +2%
NFG
1689
Nadler Financial Group
Illinois
$649K +$23.7K +309 +4%
RIA
1690
Regal Investment Advisors
Michigan
$648K -$72.2K -943 -10%
CBT
1691
Central Bank & Trust
Kentucky
$646K -$68.3K -892 -10%
WAM
1692
Weatherly Asset Management
California
$646K -$13.6K -177 -2%
PWP
1693
Principle Wealth Partners
Connecticut
$646K +$82.8K +1,082 +15%
GCAC
1694
Guardian Capital Advisors (Canada)
Ontario, Canada
$645K +$56.6K +739 +10%
PV
1695
Private Vista
Illinois
$644K -$30.6K -399 -5%
CHA
1696
Carmichael Hill & Associates
Maryland
$643K -$16K -209 -3%
PI
1697
PFS Investments
Georgia
$642K +$602K +7,865 New
CPC
1698
Congress Park Capital
New York
$641K +$230 +3 +0%
FFN
1699
Focus Financial Network
Minnesota
$640K -$49.5K -647 -8%
DIM
1700
DC Investments Management
Virginia
$639K -$141K -1,844 -19%