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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
701
BTC Capital Management
Iowa
$337K +$329K +3,310 New
JIC
702
Johnson Investment Counsel
Ohio
$333K – – –
IWM
703
IHT Wealth Management
Illinois
$333K +$40.8K +410 +14%
DY
704
Dowling & Yahnke
California
$332K -$14.9K -150 -4%
GW
705
GW & Wade
Massachusetts
$332K – – –
CCA
706
Checchi Capital Advisers
California
$331K +$1.99K +20 +0.6%
DI
707
Diligent Investors
California
$331K +$95.4K +960 +42%
HFP
708
Holistic Financial Partners
Indiana
$329K +$320K +3,220 New
AWM
709
Alterna Wealth Management
Texas
$328K – – –
RM
710
Resource Management
Louisiana
$326K -$19.9K -200 -6%
NP
711
NorthRock Partners
Minnesota
$324K +$53.7K +540 +20%
UAS
712
United Asset Strategies
New York
$322K +$24.9K +250 +9%
Credit Agricole
713
Credit Agricole
France
$320K +$129K +1,300 +71%
MWM
714
Mattern Wealth Management
Kansas
$319K – – –
DTL
715
Dynamic Technology Lab
Singapore
$317K +$308K +3,100 New
NFG
716
Next Financial Group
Texas
$316K +$13.9K +140 +5%
BAM
717
Blueshift Asset Management
New Jersey
$314K +$305K +3,070 New
WA
718
WBH Advisory
Maryland
$313K +$49.7K +500 +20%
EWA
719
EP Wealth Advisors
California
$311K +$3.98K +40 +1%
ZB
720
Zions Bancorporation
Utah
$311K +$284K +2,860 +1,589%
VIA
721
Vident Investment Advisory
Georgia
$311K +$302K +3,040 New
BCM
722
Beck Capital Management
Texas
$309K +$79.5K +800 +36%
RCM
723
Requisite Capital Management
Texas
$307K -$944K -9,500 -76%
VA
724
Valmark Advisers
Ohio
$305K +$13.9K +140 +5%
TS
725
Tamar Securities
California
$305K +$296K +2,980 New