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Name Holding Trade Value Shares
Change
Change in
Stake
F
876
Filament
Washington
$544K
SWA
877
SFMG Wealth Advisors
Texas
$544K +$59.2K +1,630 +10%
SC
878
Savant Capital
Illinois
$541K -$8.35K -230 -2%
VFA
879
Valeo Financial Advisors
Indiana
$541K +$76.6K +2,110 +13%
NFG
880
Next Financial Group
Texas
$541K +$77.7K +2,140 +17%
GWM
881
Greenwich Wealth Management
Connecticut
$539K -$46.1K -1,270 -8%
SIC
882
SFE Investment Counsel
California
$539K
WP
883
WealthSource Partners
California
$536K +$187K +5,150 +56%
SRSA
884
S.R. Schill & Associates
Washington
$534K -$8.35K -230 -2%
FPA
885
First Pacific Advisors
California
$524K
EWM
886
Evercore Wealth Management
New York
$522K +$53K +1,460 +12%
CFGS
887
Concourse Financial Group Securities
Alabama
$521K +$505K +13,920 New
HB
888
Homrich & Berg
Georgia
$519K -$31.2K -860 -6%
AGA
889
Accuvest Global Advisors
Utah
$519K +$21.4K +590 +4%
LOAMS
890
Lombard Odier Asset Management (Switzerland)
Switzerland
$517K
HWA
891
Heritage Wealth Advisors
Virginia
$517K +$54.4K +1,500 +12%
GH
892
GAM Holding
Switzerland
$514K -$246K -6,790 -33%
WEC
893
Winslow Evans & Crocker
Massachusetts
$512K -$751K -20,680 -60%
RCM
894
RB Capital Management
Nevada
$507K +$179K +4,930 +57%
Group One Trading
895
Group One Trading
Illinois
$506K -$953K -26,270 -66%
PWP
896
Private Wealth Partners
California
$505K
WCM
897
Weik Capital Management
Pennsylvania
$505K
BL
898
BFSG LLC
California
$502K +$11.6K +320 +2%
EWM
899
Evermay Wealth Management
Virginia
$501K -$88.9K -2,450 -15%
FIM
900
Fernwood Investment Management
Massachusetts
$500K -$5.44K -150 -1%