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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1076
Tortoise Investment Management
New York
$190K – – –
SWM
1077
Selective Wealth Management
Virginia
$190K +$172K +1,150 +460%
TPCW
1078
TD Private Client Wealth
New York
$186K -$5.99K -40 -3%
TFM
1079
TFC Financial Management
Massachusetts
$184K – – –
FPA
1080
First Pacific Advisors
California
$183K – – –
GWS
1081
Glassman Wealth Services
Virginia
$183K +$16.5K +110 +9%
OCM
1082
Orion Capital Management
California
$182K -$15K -100 -7%
TFA
1083
Toth Financial Advisory
Virginia
$180K -$7.49K -50 -4%
AWM
1084
Accel Wealth Management
Iowa
$178K – – –
MA
1085
MCF Advisors
Kentucky
$176K +$150K +1,000 +333%
CFG
1086
CKW Financial Group
Hawaii
$163K – – –
AssetMark Inc
1087
AssetMark Inc
California
$155K +$171K +1,140 New
OSNBOA
1088
Old Second National Bank of Aurora
Illinois
$150K – – –
MPWT
1089
MassMutual Private Wealth & Trust
Connecticut
$146K -$4.5K -30 -3%
LFG
1090
Larson Financial Group
Missouri
$144K -$22.5K -150 -12%
RFA
1091
Reilly Financial Advisors
California
$141K +$1.5K +10 +1%
JWA
1092
JFS Wealth Advisors
Pennsylvania
$141K +$37.5K +250 +32%
BCP
1093
Blue Chip Partners
Michigan
$136K – – –
FA
1094
Fortis Advisors
Pennsylvania
$136K – – –
SFFS
1095
Stonehage Fleming Financial Services
Jersey
$132K +$15K +100 +11%
FWM
1096
Focused Wealth Management
New York
$127K +$105K +700 +292%
AP
1097
Arlington Partners
Alabama
$115K – – –
VC
1098
Vestor Capital
Illinois
$110K +$5.99K +40 +5%
IBOK
1099
Independence Bank of Kentucky
Kentucky
$110K +$80.9K +540 +200%
TWA
1100
TCI Wealth Advisors
Arizona
$108K -$22.5K -150 -16%