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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1051
WoodTrust Financial
Wisconsin
$319K -$50.3K -600 -14%
KPW
1052
Kore Private Wealth
New York
$319K -$15K -179 -5%
TL
1053
Tradewinds LLC
North Carolina
$318K +$315K +3,758 New
ISWM
1054
Independent Solutions Wealth Management
New York
$317K +$313K +3,742 New
TWA
1055
TCI Wealth Advisors
Arizona
$316K +$4.69K +56 +2%
PWA
1056
Phoenix Wealth Advisors
North Carolina
$316K +$26.7K +319 +9%
JWCA
1057
J.W. Cole Advisors
Florida
$315K -$194K -2,319 -38%
LS
1058
Livforsakringsbolaget Skandia
Sweden
$315K -$67K -800 -18%
PWM
1059
Perigon Wealth Management
California
$314K +$310K +3,706 New
MWM
1060
Minot Wealth Management
Massachusetts
$314K +$311K +3,710 New
BFA
1061
Beaumont Financial Advisors
Massachusetts
$313K +$670 +8 +0.2%
MW
1062
Marcum Wealth
Ohio
$313K +$5.61K +67 +2%
CL
1063
CPWM LLC
Washington
$313K +$35.9K +429 +13%
PWMG
1064
Prestige Wealth Management Group
New Jersey
$311K +$26.1K +311 +9%
CCIA
1065
Campbell & Co Investment Adviser
Maryland
$311K +$308K +3,672 New
QCM
1066
Quantinno Capital Management
New York
$310K +$307K +3,660 New
OWP
1067
Obermeyer Wealth Partners
Colorado
$309K
Financial Engines Advisors
1068
Financial Engines Advisors
California
$308K -$52.4K -625 -15%
CS
1069
Cannell & Spears
New York
$305K
FMLI
1070
Fukoku Mutual Life Insurance
Japan
$305K
DI
1071
Diligent Investors
California
$305K +$5.44K +65 +2%
WPC
1072
Wedmont Private Capital
Pennsylvania
$305K +$43.7K +522 +17%
BWA
1073
BDO Wealth Advisors
Florida
$303K -$15.9K -190 -5%
CCA
1074
Cobblestone Capital Advisors
New York
$302K +$81.8K +976 +38%
ISL
1075
Ingalls & Snyder LLC
New York
$300K -$32.2K -384 -10%