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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1076
Cypress Wealth Services
California
$323K +$2.88K +36 +0.9%
PAM
1077
Panagora Asset Management
Massachusetts
$322K -$638K -7,984 -67%
FFWA
1078
FRG Family Wealth Advisors
Washington
$321K
WSCM
1079
Wellington Shields Capital Management
New York
$321K +$40K +500 +15%
MC
1080
Mathes Company
New York
$321K
OWP
1081
Obermeyer Wealth Partners
Colorado
$321K -$136K -1,701 -30%
FFA
1082
First Foundation Advisors
California
$320K -$37.4K -468 -11%
IIA
1083
ICW Investment Advisors
Arizona
$319K -$6.4K -80 -2%
AB
1084
Atlas Brown
Kentucky
$318K +$1.6K +20 +0.5%
LA
1085
Lifeworks Advisors
Michigan
$317K +$3.12K +39 +1%
RCM
1086
Raleigh Capital Management
North Carolina
$313K -$13K -163 -4%
CPIA
1087
Cornell Pochily Investment Advisors
New York
$312K +$16.2K +203 +6%
GVCM
1088
Global View Capital Management
Wisconsin
$311K +$43.7K +546 +17%
C
1089
Certuity
Florida
$310K +$301K +3,768 New
WAG
1090
Winthrop Advisory Group
Massachusetts
$310K +$80 +1 +0%
IFWM
1091
Institute for Wealth Management
Colorado
$310K +$26.6K +333 +10%
FCA
1092
FLC Capital Advisors
California
$309K +$240 +3 +0.1%
WFAG
1093
Wescott Financial Advisory Group
Pennsylvania
$309K +$2.16K +27 +0.7%
SI
1094
Severin Investments
Missouri
$309K +$3.12K +39 +1%
FCM
1095
Family Capital Management
Michigan
$308K -$6.4K -80 -2%
FA
1096
FDx Advisors
Illinois
$308K -$48.1K -602 -13%
HCM
1097
Hengehold Capital Management
Ohio
$307K +$1.76K +22 +0.6%
RWPA
1098
Richard W. Paul & Associates
Michigan
$307K -$3.52K -44 -1%
PVI
1099
Pine Valley Investments
New Jersey
$306K +$160 +2 +0.1%
DA
1100
Dover Advisors
Virginia
$305K -$14K -175 -5%