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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
551
Fifth Third Wealth Advisors
Ohio
$666K +$332K +2,413 +92%
WT
552
Washington Trust
Rhode Island
$663K -$688 -5 -0.1%
HCM
553
Hutner Capital Management
Vermont
$663K +$6.33K +46 +0.9%
MA
554
Montag & Associates
Georgia
$661K
AWM
555
Axxcess Wealth Management
California
$657K -$565K -4,105 -45%
WG
556
Welch Group
Alabama
$657K
IF
557
Ironwood Financial
Arizona
$657K
IF
558
IRON Financial
Illinois
$650K +$3.99K +29 +0.6%
GPA
559
Garrison Point Advisors
California
$650K
ACIM
560
Azimuth Capital Investment Management
Michigan
$644K
NFA
561
Northern Financial Advisors
Michigan
$644K +$119K +866 +22%
WANY
562
Wealthspire Advisors (New York)
New York
$641K -$2.2K -16 -0.3%
JIC
563
Joel Isaacson & Co
New York
$639K +$11.1K +81 +2%
RGF
564
Retirement Guys Formula
Ohio
$637K +$45.8K +333 +7%
TAM
565
Taurus Asset Management
New York
$636K
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$633K +$319K +2,317 +94%
CCG
567
Cypress Capital Group
Florida
$627K -$59.7K -434 -8%
ASN
568
Advisory Services Network
Georgia
$617K +$56.8K +413 +10%
HGERS
569
Householder Group Estate & Retirement Specialist
Arizona
$615K +$5.92K +43 +0.9%
FCI
570
Financial Counselors Inc
Kansas
$609K +$74.7K +543 +13%
RMDI
571
R.M. Davis Inc
Maine
$609K +$76.3K +554 +14%
AIM
572
Alhambra Investment Management
Florida
$608K -$41.3K -300 -6%
SJIM
573
St. Johns Investment Management
Florida
$604K -$12.3K -89 -2%
AAIS
574
ABN AMRO Investment Solutions
$603K +$627K +4,555 New
CPC
575
Congress Park Capital
New York
$602K +$826 +6 +0.1%