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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1376
Burns Matteson Capital Management
New York
$797K +$21.3K +180 +2%
MWM
1377
Merriman Wealth Management
Washington
$796K -$5.2K -44 -0.6%
BSAM
1378
Blue Square Asset Management
New York
$792K -$508K -4,295 -36%
DAM
1379
Diamant Asset Management
Connecticut
$792K
VT
1380
Vise Technologies
New York
$791K +$590K +4,986 +181%
FPA
1381
First Pacific Advisors
California
$788K
HPWM
1382
Highland Private Wealth Management
Washington
$788K +$173K +1,461 +23%
HFM
1383
Harvest Fund Management
China
$787K
NDSI
1384
Newman Dignan & Sheerar Inc
Rhode Island
$786K -$63.3K -535 -7%
LP
1385
LGL Partners
Pennsylvania
$785K +$40.7K +344 +5%
MWM
1386
Minot Wealth Management
Massachusetts
$784K -$2.09M -17,674 -70%
DIA
1387
Dana Investment Advisors
Wisconsin
$783K -$281K -2,373 -24%
MCM
1388
Manchester Capital Management
Vermont
$783K -$3.31K -28 -0.4%
AA
1389
Auxano Advisors
Washington
$783K +$407K +3,444 +82%
CWM
1390
Circle Wealth Management
New Jersey
$782K -$946 -8 -0.1%
GP
1391
Geneva Partners
Wisconsin
$781K -$1.48M -12,526 -62%
CCP
1392
Carmel Capital Partners
California
$780K +$142K +1,201 +19%
OCM
1393
One Capital Management
California
$777K -$60.7K -513 -6%
MFG
1394
MidWestOne Financial Group
Iowa
$771K +$8.52K +72 +1%
JWCA
1395
J.W. Cole Advisors
Florida
$767K +$20K +169 +2%
VCA
1396
Verdence Capital Advisors
Maryland
$766K +$124K +1,049 +16%
FCB
1397
First Command Bank
Texas
$765K -$42.5K -359 -5%
FCFS
1398
First Command Financial Services
Texas
$765K -$42.5K -359 -5%
IC
1399
Intersect Capital
California
$758K -$57.4K -485 -6%
BWP
1400
BSW Wealth Partners
Colorado
$756K +$65.8K +556 +8%