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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Claret Asset Management
Quebec, Canada
$227K – – –
IWC
577
Integrated Wealth Concepts
Massachusetts
$226K +$31.2K +321 +13%
HSA
578
HBK Sorce Advisory
Pennsylvania
$226K +$276K +2,841 New
FHC
579
First Heartland Consultants
Missouri
$225K +$3.11K +32 +1%
T
580
TCWP
Ohio
$222K -$62.8K -647 -19%
MM
581
MQS Management
New York
$221K -$7.48K -77 -3%
GTCM
582
Gyon Technologies Capital Management
New Jersey
$221K +$269K +2,770 New
SCM
583
SevenOneSeven Capital Management
Pennsylvania
$220K -$251K -2,588 -48%
Chevy Chase Trust
584
Chevy Chase Trust
Maryland
$219K – – –
RFN
585
RDA Financial Network
Iowa
$218K – – –
FA
586
FDx Advisors
Illinois
$212K +$259K +2,665 New
CPC
587
Congress Park Capital
New York
$211K -$371K -3,818 -59%
LJHT
588
Laurie J. Hall Trustee
$211K -$4.86K -50 -2%
CCA
589
Conservest Capital Advisors
Pennsylvania
$210K +$256K +2,633 New
Carson Wealth (CWM LLC)
590
Carson Wealth (CWM LLC)
Nebraska
$209K +$971 +10 +0.4%
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$207K -$381K -3,923 -60%
IFWM
592
Institute for Wealth Management
Colorado
$207K +$1.84K +19 +0.7%
PWPS
593
Pinnacle Wealth Planning Services
Ohio
$204K -$3.5K -36 -1%
RC
594
RegentAtlantic Capital
New Jersey
$203K -$37K -381 -13%
CIC
595
Carnegie Investment Counsel
Ohio
$202K – – –
SQA
596
Simon Quick Advisors
New Jersey
$202K +$1.26K +13 +0.5%
BCM
597
Bourgeon Capital Management
Connecticut
$199K +$97.1K +1,000 +67%
LOIM
598
Liberty One Investment Management
Illinois
$188K +$114K +1,175 +61%
OIA
599
Optimum Investment Advisors
Illinois
$179K +$7.28K +75 +3%
VVP
600
Venture Visionary Partners
Ohio
$179K – – –