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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
301
Institute for Wealth Management
Colorado
$369K -$214K -4,428 -37%
CPA
302
Clear Perspective Advisors
Illinois
$367K +$29K +600 +9%
B
303
Bellecapital
Switzerland
$365K – – –
MA
304
Montag & Associates
Georgia
$363K – – –
RCAG
305
Rehmann Capital Advisory Group
Michigan
$360K +$97 +2 +0%
NIT
306
NumerixS Investment Technologies
British Columbia, Canada
$358K -$58.1K -1,200 -14%
SRC
307
Shufro Rose & Co
New York
$358K +$9.68K +200 +3%
OCG
308
Opus Capital Group
Ohio
$358K +$124K +2,570 +56%
SFS
309
Sowell Financial Services
Arkansas
$349K +$387 +8 +0.1%
RWP
310
RWA Wealth Partners
Massachusetts
$348K +$339K +6,999 New
FTIOP
311
Fiduciary Trust International of Pennsylvania
Pennsylvania
$347K -$68.2K -1,410 -17%
S
312
SignatureFD
Georgia
$344K +$10.3K +213 +3%
GP
313
Girard Partners
Pennsylvania
$342K +$332K +6,868 New
MC
314
Moors & Cabot
Massachusetts
$340K +$14.7K +303 +5%
CA
315
Continuum Advisory
Idaho
$337K -$7.64K -158 -2%
IB
316
Intrust Bank
Kansas
$336K -$79.4K -1,640 -20%
SWP
317
Stratos Wealth Partners
Ohio
$335K -$86K -1,777 -21%
FLAM
318
First Light Asset Management
Minnesota
$335K – – –
ICOA
319
Investment Centers of America
North Dakota
$331K +$21.9K +453 +7%
RIL
320
Rothschild Investment LLC
Illinois
$322K -$13K -269 -4%
SPC
321
Sigma Planning Corp
Michigan
$321K -$517K -10,692 -62%
CG
322
Caprock Group
Idaho
$318K +$24.6K +508 +9%
Nuveen Fund Advisors
323
Nuveen Fund Advisors
Illinois
$317K -$124K -2,568 -29%
CAM
324
Columbia Asset Management
Michigan
$317K – – –
HAG
325
HighPoint Advisor Group
Illinois
$315K -$39.4K -814 -11%