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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
851
Twin Peaks Wealth Advisors
California
$343K +$10K +145 +4%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$342K -$45.7K -661 -13%
CI
853
Ceera Investments
Texas
$342K – – –
PA
854
PFG Advisors
Arizona
$342K -$13.8K -200 -4%
CCA
855
Conservest Capital Advisors
Pennsylvania
$341K – – –
AQR Capital Management
856
AQR Capital Management
Connecticut
$339K +$47.3K +685 +19%
CCM
857
Coldstream Capital Management
Washington
$339K +$35.8K +518 +14%
BFC
858
Bedel Financial Consulting
Indiana
$337K -$38.4K -556 -12%
NIWA
859
New Insight Wealth Advisors
California
$336K +$34.6K +501 +14%
CIA
860
Capital Investment Advisors
Georgia
$335K -$95.3K -1,380 -25%
FFM
861
Forum Financial Management
Illinois
$334K +$1.38K +20 +0.5%
NL
862
NWAM LLC
Washington
$333K -$28K -405 -9%
HIA
863
Harbor Investment Advisory
Maryland
$332K -$39.7K -575 -12%
FW
864
FullCircle Wealth
Texas
$332K +$287K +4,157 New
EWM
865
Evercore Wealth Management
New York
$332K – – –
CAMG
866
CWA Asset Management Group
Florida
$331K +$286K +4,134 New
SAM
867
Secure Asset Management
Michigan
$330K +$69 +1 +0%
HGWM
868
Horst & Graben Wealth Management
Oregon
$329K – – –
KMWM
869
Keudell/Morrison Wealth Management
Oregon
$329K +$41.6K +602 +17%
CWG
870
Cornerstone Wealth Group
North Carolina
$328K +$23.2K +336 +9%
MGIA
871
Moneta Group Investment Advisors
Missouri
$328K +$99.3K +1,438 +54%
ECM
872
EMC Capital Management
Texas
$327K +$343K +4,968 +199%
SIM
873
SRS Investment Management
New York
$326K – – –
T
874
TOBAM
France
$325K +$19.8K +287 +11%
CMTU
875
Capital Markets Trading (UK)
United Kingdom
$321K -$392K -5,676 -59%