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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
301
Pacific Capital Wealth Advisors
California
$25K +$24.2K +2,610 New
CIA
302
CSat Investment Advisory
Michigan
$19K +$1.63K +176 +10%
BWM
303
BerganKDV Wealth Management
Minnesota
$19K +$5.12K +552 +37%
SM
304
SG3 Management
Puerto Rico
$16K -$262K -28,300 -94%
PA
305
Parallel Advisors
California
$14K -$28 -3 -0.2%
CIM
306
Centersquare Investment Management
Pennsylvania
$14K +$6.49K +700 +86%
First Manhattan
307
First Manhattan
New York
$12K +$4.19K +452 +53%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$11K -$42.5K -4,586 -80%
FEG
309
Financial Enhancement Group
Indiana
$11K
LGWM
310
Litman Gregory Wealth Management
California
$11K
IA
311
IFP Advisors
Florida
$11K +$5.14K +555 +81%
FCB
312
First Command Bank
Texas
$10K
FCFS
313
First Command Financial Services
Texas
$10K
GRP
314
Global Retirement Partners
California
$10K
FFA
315
Founders Financial Alliance
North Carolina
$10K +$9.27K +1,000 New
ANBT
316
American National Bank & Trust
Texas
$9K
EW
317
Evoke Wealth
California
$9K +$3.65K +394 +74%
LWM
318
Liberty Wealth Management
California
$8K -$1.45K -156 -16%
BCV
319
Banque Cantonale Vaudoise
Switzerland
$8K
CMA
320
Cedar Mountain Advisors
Oregon
$8K
IFAM
321
Institutional & Family Asset Management
Colorado
$8K
FHA
322
Flagship Harbor Advisors
Massachusetts
$7K
EARNEST Partners
323
EARNEST Partners
Georgia
$7K +$4.57K +493 +193%
NFG
324
Next Financial Group
Texas
$7K +$7K +755 New
PCM
325
Prelude Capital Management
New York
$6K -$5.92K -639 -52%