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Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$830
CFO
502
CVA Family Office
Colorado
$793
NECFA
503
New England Capital Financial Advisors
Connecticut
$787
CPG
504
Cornerstone Planning Group
New Jersey
$769 +$332 +8 +57%
RAM
505
Riggs Asset Management
Pennsylvania
$706
LDB
506
Lee, Danner & Bass
Tennessee
$604 +$665 +16 New
WA
507
WPG Advisers
Maryland
$567 +$623 +15 New
LFG
508
Larson Financial Group
Missouri
$529
CSWM
509
Cassady Schiller Wealth Management
Ohio
$491 +$540 +13 New
MCA
510
Maryland Capital Advisors
Maryland
$454
MCM
511
MV Capital Management
Maryland
$454 +$42 +1 +9%
PG
512
Proffitt & Goodson
Tennessee
$454 +$499 +12 New
GFPC
513
Global Financial Private Client
Florida
$453 +$499 +12 New
WAS
514
Winch Advisory Services
Wisconsin
$428
PPWM
515
PFG Private Wealth Management
Florida
$427
JFA
516
JNBA Financial Advisors
Minnesota
$416 -$457 -11 -50%
FGA
517
Fortis Group Advisors
New Jersey
$416
ME
518
McIlrath & Eck
Washington
$416
CIAS
519
CBIZ Investment Advisory Services
Ohio
$416 +$457 +11 New
CFB
520
Cullen/Frost Bankers
Texas
$416 +$457 +11 New
TCM
521
Tradewinds Capital Management
Washington
$265 +$291 +7 New
NC
522
NewSquare Capital
Pennsylvania
$264 +$291 +7 New
BGAI
523
Bruce G. Allen Investments
Colorado
$227
TAM
524
Tucker Asset Management
Colorado
$189 +$42 +1 +25%
TWD
525
True Wealth Design
Ohio
$152 +$166 +4 New