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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Centric Wealth Management
Illinois
$5.93M +$1.99M +9,959 +83%
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$5.92M -$57.8K -289 -1%
GLA
703
Good Life Advisors
Pennsylvania
$5.88M +$323K +1,617 +8%
NFSG
704
Newbridge Financial Services Group
Florida
$5.86M +$1.27M +6,327 +39%
CAG
705
Csenge Advisory Group
Florida
$5.83M +$230K +1,151 +5%
BCM
706
BTC Capital Management
Iowa
$5.82M -$55K -275 -1%
CWM
707
Concentrum Wealth Management
California
$5.8M +$71.4K +357 +2%
MA
708
Menlo Advisors
California
$5.78M -$73.8K -369 -2%
EDRH
709
Edmond de Rothschild Holding
Switzerland
$5.75M +$74.2K +371 +2%
IAIM
710
International Assets Investment Management
Florida
$5.73M +$280K +1,401 +7%
HSA
711
HBK Sorce Advisory
Pennsylvania
$5.72M +$10K +50 +0.2%
Vanguard Capital Wealth Advisors
712
Vanguard Capital Wealth Advisors
Colorado
$5.71M +$278K +1,390 +7%
DI
713
DFPG Investments
Utah
$5.71M +$288K +1,441 +8%
FWCM
714
Ferguson Wellman Capital Management
Oregon
$5.65M +$63K +315 +1%
NLGIA
715
Nippon Life Global Investors Americas
New York
$5.65M
HF
716
HRT Financial
New York
$5.65M +$4.32M +21,583 New
NP
717
NorthRock Partners
Minnesota
$5.61M -$152K -758 -3%
LFAS
718
Level Four Advisory Services
Texas
$5.61M +$346K +1,729 +9%
VAS
719
Vestmark Advisory Solutions
Massachusetts
$5.61M +$54.8K +274 +1%
UCMOK
720
United Capital Management of KS
Kansas
$5.6M +$920K +4,600 +27%
MA
721
McBroom & Associates
Nevada
$5.6M +$108K +540 +3%
WCWM
722
Willow Creek Wealth Management
California
$5.6M +$4.07M +20,338 +1,954%
NFG
723
Nations Financial Group
Iowa
$5.59M +$626K +3,132 +17%
HI
724
Horizon Investments
North Carolina
$5.58M +$615K +3,077 +17%
PFA
725
Pure Financial Advisors
California
$5.53M +$286K +1,429 +7%