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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
726
One Capital Management
California
$265K – – –
HPC
727
Hobart Private Capital
North Carolina
$264K +$3.68K +52 +1%
WA
728
WealthTrust Axiom
Pennsylvania
$264K – – –
CCM
729
Crabel Capital Management
California
$263K +$252K +3,567 New
DWM
730
Doyle Wealth Management
Florida
$262K +$27K +381 +12%
APP
731
Avantax Planning Partners
Iowa
$261K -$10.1K -143 -4%
RMDI
732
R.M. Davis Inc
Maine
$261K -$3.54K -50 -1%
CP
733
Covenant Partners
Tennessee
$258K – – –
MCWS
734
McKinley Carter Wealth Services
West Virginia
$258K +$248K +3,505 New
TWA
735
TCI Wealth Advisors
Arizona
$257K +$6.87K +97 +3%
ECM
736
Evergreen Capital Management
Washington
$255K -$3.61K -51 -1%
ASN
737
Advisory Services Network
Georgia
$253K – – –
EFS
738
Essex Financial Services
Connecticut
$253K – – –
MCM
739
MAI Capital Management
Ohio
$252K -$17.6K -249 -7%
SW
740
SlateStone Wealth
Florida
$250K +$240K +3,397 New
VF
741
Virtu Financial
New York
$249K +$239K +3,379 New
RIM
742
Rampart Investment Management
Connecticut
$246K -$13.5K -191 -5%
ECM
743
ETrade Capital Management
Virginia
$243K -$24.3K -344 -9%
MIFH
744
Migdal Insurance & Financial Holdings
Israel
$243K +$34.5K +488 +17%
Jones Financial Companies
745
Jones Financial Companies
Missouri
$242K +$13.3K +188 +6%
PK
746
Pflug Koory
Nebraska
$241K -$425K -6,000 -65%
FPS
747
Fieldpoint Private Securities
Connecticut
$240K -$1.06K -15 -0.5%
BFM
748
Boston Financial Management
Massachusetts
$239K -$49.5K -700 -18%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$238K -$27K -382 -11%
KIA
750
KCM Investment Advisors
California
$237K +$4.81K +68 +2%