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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
2101
Polaris Wealth Advisory Group
California
$491K -$49K -812 -9%
ACM
2102
Ativo Capital Management
Illinois
$489K -$121 -2 -0%
CIC
2103
Chase Investment Counsel
Virginia
$488K -$7.06K -117 -1%
RP
2104
Rowlandmiller & Partners
Georgia
$488K +$4.95K +82 +1%
SPP
2105
Single Point Partners
Massachusetts
$487K +$478K +7,932 New
QPWM
2106
Quadrant Private Wealth Management
Pennsylvania
$486K +$12.6K +209 +3%
EP
2107
Edgestream Partners
New Jersey
$486K +$477K +7,910 New
WC
2108
Weil Company
California
$485K -$10.1K -167 -2%
ISWM
2109
Independent Solutions Wealth Management
New York
$485K +$476K +7,893 New
LBD
2110
Landsberg Bennett & Dubbaneh
Florida
$483K +$54.7K +907 +13%
KLCM
2111
KG&L Capital Management
Louisiana
$483K +$101K +1,678 +27%
CWM
2112
Connecticut Wealth Management
Connecticut
$482K +$6.33K +105 +1%
PCP
2113
Proficio Capital Partners
Massachusetts
$481K +$89.2K +1,478 +23%
FBP
2114
Flippin Bruce & Porter
Virginia
$480K – – –
Financial Engines Advisors
2115
Financial Engines Advisors
California
$479K +$67.1K +1,112 +17%
CS
2116
Cannell & Spears
New York
$478K +$82.7K +1,371 +21%
VFM
2117
Vivid Financial Management
California
$478K +$481K +7,978 New
CA
2118
Cambridge Advisors
Nebraska
$475K +$784 +13 +0.2%
LWM
2119
Liberty Wealth Management
California
$475K +$146K +2,424 +46%
GFPC
2120
Global Financial Private Client
Florida
$475K +$466K +7,729 New
NAM
2121
NorthCoast Asset Management
Connecticut
$474K +$10.5K +174 +2%
WAS
2122
Winch Advisory Services
Wisconsin
$474K +$20.5K +340 +5%
CWA
2123
Carolina Wealth Advisors
South Carolina
$472K +$464K +7,693 New
FNBSF
2124
First National Bank Sioux Falls
South Dakota
$471K +$77.2K +1,280 +20%
CG
2125
CFO4Life Group
Texas
$470K +$10.4K +173 +2%