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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
1551
Cornerstone Advisors (Washington)
Washington
$191K -$177K -2,157 -49%
LA
1552
Legacy Advisors
Pennsylvania
$187K +$182K +2,225 New
HR
1553
Howe & Rusling
New York
$184K -$22K -269 -11%
CIA
1554
Cascade Investment Advisors
Oregon
$180K +$175K +2,140 New
IWC
1555
Integrated Wealth Counsel
California
$175K – – –
PMFA
1556
Plante Moran Financial Advisors
Michigan
$175K +$25.9K +316 +18%
LWM
1557
Lenox Wealth Management
Ohio
$171K -$22.1K -270 -12%
FI
1558
FCM Investments
Texas
$168K – – –
SWA
1559
Sutton Wealth Advisors
Florida
$166K – – –
BWM
1560
Baystate Wealth Management
Massachusetts
$161K +$154K +1,882 New
JGIA
1561
Jackson Grant Investment Advisers
Connecticut
$160K +$156K +1,900 New
JFA
1562
JNBA Financial Advisors
Minnesota
$157K -$355K -4,337 -70%
MFBTD
1563
MB Financial Bank - Trust Department
Illinois
$153K +$5.9K +72 +4%
PCP
1564
Proficio Capital Partners
Massachusetts
$145K +$2.54K +31 +2%
AIM
1565
Advantage Investment Management
Iowa
$127K +$29.3K +358 +31%
SFFS
1566
Stonehage Fleming Financial Services
Jersey
$126K -$296K -3,610 -71%
CFG
1567
CKW Financial Group
Hawaii
$126K – – –
BMM
1568
Buffington Mohr McNeal
Idaho
$124K – – –
MWM
1569
Mascoma Wealth Management
New Hampshire
$124K +$121K +1,475 New
BWA
1570
Burt Wealth Advisors
Maryland
$122K +$14.3K +175 +14%
WA
1571
WealthTrust-Arizona
Arizona
$120K -$82 -1 -0.1%
GBT
1572
Grove Bank & Trust
Florida
$118K +$75.7K +924 +194%
FCA
1573
Florence Capital Advisors
New York
$118K +$115K +1,400 New
EWM
1574
Edge Wealth Management
New York
$114K – – –
SA
1575
SRH Advisors
Kansas
$113K +$109K +1,331 +9,507%