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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Court Place Advisors
Maryland
$71K -$372 -100 -0.4%
BRWM
202
B. Riley Wealth Management
Tennessee
$70K +$35.5K +9,547 +73%
PL
203
Plancorp LLC
Missouri
$69K
BG
204
Bahl & Gaynor
Ohio
$68K
NAS
205
Nicolet Advisory Services
Wisconsin
$66K +$79.7K +21,434 New
PTC
206
Philadelphia Trust Company
Pennsylvania
$65K +$1.86K +500 +2%
JWA
207
JFS Wealth Advisors
Pennsylvania
$64K -$1.87K -503 -2%
JMPWA
208
JP Morgan Private Wealth Advisors
California
$63K -$19.1K -5,128 -20%
FCI
209
Financial Counselors Inc
Kansas
$63K -$8.65K -2,328 -10%
AL
210
Aspiriant LLC
California
$63K +$1.64K +441 +2%
OWA
211
Outlook Wealth Advisors
Texas
$63K +$75.4K +20,275 New
RM
212
Resource Management
Louisiana
$61K -$372 -100 -0.5%
S
213
SignatureFD
Georgia
$61K +$9.97K +2,681 +16%
PAM
214
PVG Asset Management
Colorado
$59.6K +$71.5K +19,235 New
UR
215
USCA RIA
Texas
$58K
M&T Bank
216
M&T Bank
New York
$56K -$23.9K -6,419 -26%
CAM
217
Cresset Asset Management
Illinois
$54K -$28.9K -7,768 -31%
CCG
218
Cypress Capital Group
Florida
$54K
HWA
219
HCR Wealth Advisors
California
$53K +$2.97K +800 +5%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$53K +$7.86K +2,115 +14%
AAM
221
Auxier Asset Management
Oregon
$53K +$14.6K +3,920 +30%
GWM
222
Geneos Wealth Management
Colorado
$49K -$431K -116,057 -88%
EI
223
Ethic Inc
New York
$49K +$58.5K +15,728 New
CG
224
Caprock Group
Idaho
$49K +$59.2K +15,937 New
SPC
225
Sigma Planning Corp
Michigan
$48K -$18.9K -5,084 -25%