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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
901
Institute for Wealth Management
Colorado
$1.55M -$56K -653 -4%
GKWIM
902
Gerber Kawasaki Wealth & Investment Management
California
$1.54M -$59.9K -699 -4%
AAM
903
Auxier Asset Management
Oregon
$1.54M -$17.2K -200 -1%
EWM
904
Executive Wealth Management
Michigan
$1.53M +$3K +35 +0.2%
AOWM
905
Alpha Omega Wealth Management
Virginia
$1.52M +$824K +9,608 +132%
RFA
906
Reilly Financial Advisors
California
$1.51M +$350K +4,079 +34%
CAM
907
CenterStar Asset Management
Illinois
$1.51M
HSA
908
HBK Sorce Advisory
Pennsylvania
$1.5M +$31.7K +370 +2%
SWA
909
SFMG Wealth Advisors
Texas
$1.5M +$551K +6,424 +67%
CG
910
Caprock Group
Idaho
$1.49M +$37.4K +436 +3%
FBT
911
First Bankers Trust
Kentucky
$1.49M +$46.7K +545 +4%
IR
912
Invictus RG
Bermuda
$1.49M +$1.36M +15,826 New
APA
913
American Portfolios Advisors
New York
$1.48M +$105K +1,227 +8%
RWA
914
Ropes Wealth Advisors
Massachusetts
$1.48M -$42.9K -500 -3%
GLA
915
Great Lakes Advisors
Illinois
$1.47M +$82.1K +957 +6%
HWA
916
HCR Wealth Advisors
California
$1.47M +$146K +1,702 +12%
MLL
917
Moody Lynn & Lieberson
Massachusetts
$1.46M
AFA
918
Abacus FCF Advisors
Florida
$1.44M +$3K +35 +0.2%
UR
919
USCA RIA
Texas
$1.42M +$818K +9,540 +170%
GFA
920
Gifford Fong Associates
California
$1.41M
LS
921
Livforsakringsbolaget Skandia
Sweden
$1.41M
CC
922
Chicago Capital
Illinois
$1.41M
PP
923
Paloma Partners
Connecticut
$1.4M -$579K -6,747 -31%
NERM
924
New England Research & Management
Illinois
$1.4M -$8.58K -100 -0.7%
TIA
925
Trust Investment Advisors
Indiana
$1.4M -$8.58K -100 -0.7%