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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2051
Aurora Private Wealth
New Jersey
$586K +$94.9K +504 +16%
MCIA
2052
Mountain Capital Investment Advisors
Colorado
$583K +$164K +869 +35%
GCMG
2053
Gyroscope Capital Management Group
Florida
$580K -$18.8K -100 -3%
Dodge & Cox
2054
Dodge & Cox
California
$580K
PWM
2055
PBMares Wealth Management
Virginia
$579K -$6.59K -35 -1%
HR
2056
Howe & Rusling
New York
$577K +$27.3K +145 +4%
OAM
2057
Occidental Asset Management
California
$576K +$468K +2,483 +227%
FNBSF
2058
First National Bank Sioux Falls
South Dakota
$573K -$87.6K -465 -12%
BWP
2059
Bernardo Wealth Planning
Pennsylvania
$570K +$16.6K +88 +3%
OI
2060
Oakbrook Investments
Illinois
$566K -$2.08M -11,033 -76%
CI
2061
CX Institutional
Indiana
$566K -$1.81M -9,600 -73%
PAS
2062
Partnervest Advisory Services
California
$566K +$128K +677 +24%
OWA
2063
Outlook Wealth Advisors
Texas
$565K +$246K +1,304 +59%
PR
2064
Payden & Rygel
California
$564K +$659K +3,500 New
ETC
2065
Exchange Traded Concepts
Oklahoma
$563K +$652K +3,460 +10,813%
WCM
2066
Wedge Capital Management
North Carolina
$562K
OWA
2067
One Wealth Advisors
California
$561K -$85K -451 -11%
BCM
2068
Becker Capital Management
Oregon
$560K
CWA
2069
Clarus Wealth Advisors
Arizona
$559K -$9.23K -49 -1%
SFG
2070
Summit Financial Group
West Virginia
$558K
GSIS
2071
Global Strategic Investment Solutions
Arizona
$558K +$52K +276 +9%
3F
2072
360 Financial
Minnesota
$557K
CC
2073
Centiva Capital
New York
$552K +$515K +2,733 +396%
CRM
2074
Cramer Rosenthal McGlynn
Connecticut
$551K +$644K +3,419 New
ECM
2075
Elgethun Capital Management
South Dakota
$550K