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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2351
Peak Financial Management
Massachusetts
$10M -$61.2K -351 -0.7%
LFA
2352
Laraway Financial Advisors
Minnesota
$10M -$319K -1,829 -3%
PA
2353
Planning Alternatives
Michigan
$9.97M -$50K -287 -0.6%
PGA
2354
Portland Global Advisors
Maine
$9.96M -$156K -898 -2%
MFGM
2355
Marshall Financial Group (Maryland)
Maryland
$9.96M -$265K -1,522 -3%
LWMG
2356
Levy Wealth Management Group
Pennsylvania
$9.95M -$110K -630 -1%
PP
2357
Pacifica Partners
Canada
$9.95M -$390K -2,236 -4%
KIC
2358
Kensington Investment Counsel
California
$9.95M +$1.08M +6,200 +14%
CA
2359
Calton & Associates
Florida
$9.94M -$57K -327 -0.6%
KA
2360
Kozak & Associates
Colorado
$9.93M +$207K +1,189 +2%
WAOTB
2361
Wealth Advisors of Tampa Bay
Florida
$9.93M -$402K -2,305 -4%
AF
2362
Affiance Financial
Minnesota
$9.92M +$17.1K +98 +0.2%
GA
2363
Gateway Advisory
New Jersey
$9.88M -$49.1K -282 -0.6%
MA
2364
Modus Advisors
Minnesota
$9.86M -$462K -2,652 -5%
TFA
2365
Triad Financial Advisors
North Carolina
$9.85M -$105K -605 -1%
WA
2366
Wambolt & Associates
Colorado
$9.85M +$196K +1,125 +1%
SIM
2367
Seaview Investment Managers
Florida
$9.84M -$200K -1,150 -2%
MWA
2368
MFA Wealth Advisors
Pennsylvania
$9.83M -$577K -3,309 -6%
CSI
2369
Cross Staff Investments
New York
$9.83M -$300K -1,720 -3%
WAC
2370
William Allan Corp
Colorado
$9.83M -$186K -1,070 -2%
CVM
2371
Cheviot Value Management
California
$9.83M +$199K +1,140 +2%
AIC
2372
Ayalon Insurance Company
Israel
$9.82M +$1.05K +6 +0%
CWP
2373
Core Wealth Partners
California
$9.8M +$912K +5,236 +12%
MFS
2374
Monetta Financial Services
Illinois
$9.8M -$261K -1,500 -3%
TF
2375
TimeScale Financial
Massachusetts
$9.79M +$133K +765 +2%