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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
726
Smith, Moore & Co
Missouri
$204K -$7.69K -500 -4%
RC
727
Roundview Capital
New Jersey
$202K +$208K +13,500 New
CWM
728
Concert Wealth Management
California
$201K -$1.02M -66,130 -83%
BL
729
BFSG LLC
California
$201K +$207K +13,480 New
IP
730
Intellectus Partners
California
$193K +$53.8K +3,500 +37%
GEA
731
Glen Eagle Advisors
New Jersey
$189K +$159K +10,350 +450%
JCM
732
Jacobi Capital Management
Pennsylvania
$186K -$46.2K -3,000 -20%
CPA
733
Clear Perspective Advisors
Illinois
$183K +$23.1K +1,500 +14%
VWA
734
V Wealth Advisors
Kansas
$182K -$27.1K -1,760 -13%
AssetMark Inc
735
AssetMark Inc
California
$175K -$4.62K -300 -2%
RFA
736
Reilly Financial Advisors
California
$170K -$83.1K -5,400 -32%
PCP
737
Proficio Capital Partners
Massachusetts
$165K -$2.15K -140 -2%
FPFS
738
First Personal Financial Services
North Carolina
$162K -$38K -2,470 -19%
TCM
739
Tanaka Capital Management
New York
$162K
SPIA
740
Steward Partners Investment Advisory
New York
$159K -$4.62K -300 -3%
CTC
741
Central Trust Company
Missouri
$158K +$32.8K +2,130 +25%
SOADOR
742
State of Alaska Department of Revenue
Alaska
$155K +$160K +10,400 New
HA
743
Harfst & Associates
Wyoming
$151K +$42K +2,730 +37%
GLI
744
Guardian Life Insurance
New York
$146K -$105K -6,800 -41%
PA
745
Perennial Advisors
New York
$142K +$146K +9,500 New
GRP
746
Global Retirement Partners
California
$141K +$28.9K +1,880 +25%
ACM
747
Aviance Capital Management
Florida
$137K +$141K +9,160 New
NSIM
748
North Star Investment Management
Illinois
$130K
SWA
749
Sutton Wealth Advisors
Florida
$130K
JFGIW
750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$64.8K -4,210 -34%