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Name Holding Trade Value Shares
Change
Change in
Stake
Ameritas Advisory Services
1176
Ameritas Advisory Services
Nebraska
$261K -$161K -1,637 -36%
TSWM
1177
Triangle Securities Wealth Management
North Carolina
$261K -$19.9K -202 -7%
IHL
1178
Investment House LLC
California
$260K – – –
SIMG
1179
Sonora Investment Management Group
Arizona
$260K -$18.1K -184 -6%
Conning Inc
1180
Conning Inc
Connecticut
$259K – – –
GCM
1181
Greenland Capital Management
New York
$257K +$283K +2,870 New
CRWM
1182
Castle Rock Wealth Management
California
$257K -$37.6K -382 -12%
HR
1183
Howe & Rusling
New York
$257K -$8.96K -91 -3%
BCM
1184
Buckhead Capital Management
Georgia
$257K -$2.46K -25 -0.9%
Obermeyer Wealth Partners
1185
Obermeyer Wealth Partners
Colorado
$257K +$10.8K +110 +4%
PWAC
1186
Private Wealth Advisors (California)
California
$254K +$279K +2,834 New
Capital Advisors Inc
1187
Capital Advisors Inc
Oklahoma
$253K -$8.07K -82 -3%
MWA
1188
Monograph Wealth Advisors
California
$253K – – –
WBC
1189
Westpac Banking Corp
Australia
$253K – – –
Western Wealth Management
1190
Western Wealth Management
Colorado
$253K +$41.4K +420 +17%
VFA
1191
Voya Financial Advisors
Connecticut
$253K -$28.9K -293 -9%
Empirical Wealth Management
1192
Empirical Wealth Management
Washington
$252K +$58.4K +593 +27%
WSCM
1193
Wellington Shields Capital Management
New York
$251K – – –
Atomi Financial Group
1194
Atomi Financial Group
New York
$251K -$106K -1,076 -28%
JEST
1195
JTC Employer Solutions Trustee
Jersey
$251K – – –
SMC
1196
Smith, Moore & Co
Missouri
$249K -$6.11K -62 -2%
IFWM
1197
Institute for Wealth Management
Colorado
$249K +$17.1K +174 +7%
FCB
1198
First County Bank
Connecticut
$249K +$3.74K +38 +1%
XF
1199
XML Financial
Maryland
$246K +$35.4K +360 +15%
SFWC
1200
Strategic Family Wealth Counselors
New Jersey
$246K -$1.28K -13 -0.5%