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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Sequoia Wealth Management
Illinois
$291K +$6.3K +90 +2%
ACP
552
Aveo Capital Partners
Colorado
$290K
RIL
553
Rothschild Investment LLC
Illinois
$289K -$700 -10 -0.3%
S
554
SignatureFD
Georgia
$289K +$18.6K +266 +7%
CPSAC
555
Chas P. Smith & Associates (CPS)
Florida
$288K
WP
556
WealthSource Partners
California
$283K +$23.9K +342 +10%
FFG
557
Ford Financial Group
California
$281K
PSUF
558
People's United Financial
Connecticut
$280K -$15K -214 -5%
OCM
559
One Capital Management
California
$280K
DWT
560
Dorsey & Whitney Trust
South Dakota
$280K +$265K +3,790 New
GCP
561
GSA Capital Partners
United Kingdom
$280K +$266K +3,794 New
PA
562
PFG Advisors
Arizona
$278K +$6.3K +90 +2%
Cetera Investment Advisers
563
Cetera Investment Advisers
Illinois
$277K -$3.36K -48 -1%
IWA
564
Intercontinental Wealth Advisors
Texas
$272K -$2.66K -38 -1%
WJWM
565
Williams Jones Wealth Management
New York
$272K +$258K +3,682 New
PP
566
Patten & Patten
Tennessee
$268K
GWM
567
Geneos Wealth Management
Colorado
$267K -$1.06M -15,200 -80%
DAS
568
Dynamic Advisor Solutions
Arizona
$267K +$560 +8 +0.2%
CA
569
Calton & Associates
Florida
$267K +$254K +3,622 New
DWM
570
Destination Wealth Management
California
$266K -$7.14K -102 -3%
FBT
571
First Bankers Trust
Kentucky
$266K -$1.4K -20 -0.6%
MWNA
572
Marshall Wace North America
New York
$264K +$250K +3,574 New
SC
573
Savant Capital
Illinois
$257K -$2.8K -40 -1%
MAFM
574
Mid Atlantic Financial Management
Pennsylvania
$252K
TCOV
575
Trust Company of Vermont
Vermont
$252K