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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$400K -$49.5K -143 -10%
AAS
627
Avantax Advisory Services
Texas
$400K +$142K +410 +47%
WS
628
Wedbush Securities
California
$396K -$62.7K -181 -12%
CIM
629
Contravisory Investment Management
Massachusetts
$396K +$10.4K +30 +2%
GWM
630
GSB Wealth Management
Connecticut
$390K – – –
SFA
631
Sequoia Financial Advisors
Ohio
$387K +$75.8K +219 +21%
CIS
632
Connors Investor Services
Pennsylvania
$383K – – –
BDFN
633
Bond & Devick Financial Network
Minnesota
$383K +$235K +679 +125%
AB
634
Atlas Brown
Kentucky
$381K +$6.92K +20 +2%
IWC
635
Integrated Wealth Concepts
Massachusetts
$381K +$422K +1,219 New
RSWM
636
Robertson Stephens Wealth Management
California
$380K -$10.7K -31 -2%
MGIA
637
Moneta Group Investment Advisors
Missouri
$380K +$37.4K +108 +10%
HAG
638
HighPoint Advisor Group
Illinois
$380K +$415K +1,200 New
ACP
639
Aveo Capital Partners
Colorado
$376K -$19K -55 -4%
BIM
640
Bridgecreek Investment Management
Oklahoma
$375K – – –
BCI
641
Brinker Capital Investments
Pennsylvania
$373K -$28.7K -83 -6%
TPWA
642
TRUE Private Wealth Advisors
Oregon
$371K – – –
GWM
643
Geneos Wealth Management
Colorado
$366K -$5.89K -17 -1%
AF
644
Advisornet Financial
Minnesota
$365K +$14.9K +43 +4%
Bank Julius Baer & Co
645
Bank Julius Baer & Co
Switzerland
$363K -$46.4K -134 -10%
VAS
646
Vestmark Advisory Solutions
Massachusetts
$363K +$402K +1,160 New
FCMT
647
Founders Capital Management (Texas)
Texas
$360K – – –
MMG
648
Monetary Management Group
Missouri
$360K – – –
SIA
649
Schechter Investment Advisors
Michigan
$357K -$72K -208 -15%
EWA
650
EP Wealth Advisors
California
$357K +$2.08K +6 +0.5%