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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
726
HMS Capital Management
Tennessee
$762K +$4.37K +57 +0.6%
Financial Engines Advisors
727
Financial Engines Advisors
California
$761K +$19.2K +250 +3%
BFM
728
Boston Financial Management
Massachusetts
$761K -$601K -7,825 -44%
RG
729
Renaissance Group
Kentucky
$760K -$24.1K -314 -3%
SFA
730
Sequoia Financial Advisors
Ohio
$758K +$51K +664 +7%
HWA
731
Heritage Wealth Advisors
Virginia
$749K
PPWM
732
Paragon Private Wealth Management
Kentucky
$748K +$130K +1,700 +21%
VIG
733
Vienna Insurance Group
Poland
$747K +$742K +9,668 New
SWM
734
SeaCrest Wealth Management
New York
$746K +$1.07K +14 +0.1%
PCG
735
Prosperity Consulting Group
Maryland
$745K -$22.4K -292 -3%
WAP
736
Wealthcare Advisory Partners
Pennsylvania
$742K -$12.2K -159 -2%
PA
737
Pinnacle Associates
New York
$742K +$99.7K +1,299 +16%
OA
738
Oxbow Advisors
Texas
$741K
ACA
739
Atlas Capital Advisors
Wyoming
$734K -$4.68K -61 -0.6%
JPMIA
740
J.P. Marvel Investment Advisors
Massachusetts
$732K
WMS
741
Wealth Management Solutions
Pennsylvania
$726K -$22.2K -289 -3%
SCA
742
Snowden Capital Advisors
New York
$721K +$614 +8 +0.1%
SA
743
SRN Advisors
Pennsylvania
$715K -$14.5K -189 -2%
WPW
744
Waldron Private Wealth
Pennsylvania
$714K -$5.29K -69 -0.7%
SLI
745
Sumitomo Life Insurance
Japan
$712K -$7.21K -94 -1%
HAIM
746
Hunter Associates Investment Management
Pennsylvania
$712K +$77 +1 +0%
MC
747
Middleton & Co
Massachusetts
$702K -$352K -4,590 -34%
MHIC
748
Marble Harbor Investment Counsel
Massachusetts
$700K -$7.67K -100 -1%
AWAU
749
Alliance Wealth Advisors (Utah)
Utah
$694K
WPC
750
Waters Parkerson & Co
Louisiana
$693K