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Name Holding Trade Value Shares
Change
Change in
Stake
MMM
1301
Mendel Money Management
Illinois
$502K +$488K +8,800 New
AAM
1302
AR Asset Management
California
$497K
SL
1303
Signition LP
New York
$496K +$482K +8,694 New
STMM
1304
South Texas Money Management
Texas
$493K -$107K -1,927 -18%
PWM
1305
Paulson Wealth Management
Illinois
$491K +$477K +8,609 New
RI
1306
Ridgewood Investments
New Jersey
$490K
AWA
1307
Arete Wealth Advisors
Illinois
$487K -$23.2K -419 -5%
LJAC
1308
L.J. Altfest & Co
New York
$487K -$20.7K -373 -4%
BWM
1309
BerganKDV Wealth Management
Minnesota
$482K +$183K +3,302 +64%
AMCA
1310
Arthur M. Cohen & Associates
Illinois
$482K +$371K +6,691 New
LOAMS
1311
Lombard Odier Asset Management (Switzerland)
Switzerland
$480K
CIA
1312
Capital Investment Advisors
Georgia
$479K -$16.8K -304 -3%
BJL
1313
Brighton Jones LLC
Washington
$479K +$30.5K +551 +7%
WG
1314
Winton Group
United Kingdom
$479K +$249K +4,501 +116%
SMFS
1315
Squar Milner Financial Services
California
$476K +$417K +7,523 New
WPA
1316
Winning Points Advisors
Florida
$475K
UC
1317
Unio Capital
New Jersey
$474K +$460K +8,297 New
KFGK
1318
Keystone Financial Group (Kentucky)
Kentucky
$471K +$444K +8,016 New
RC
1319
Roundview Capital
New Jersey
$466K -$5.54K -100 -1%
MC
1320
Marcus Capital
Illinois
$464K +$20.8K +375 +5%
WCAMG
1321
Woodard & Company Asset Management Group
North Carolina
$464K +$451K +8,140 New
CWM
1322
Concentric Wealth Management
California
$463K -$15.2K -275 -3%
GVT
1323
Genesee Valley Trust
New York
$461K -$582K -10,501 -57%
PAM
1324
Private Asset Management
California
$458K -$236K -4,250 -35%
AW
1325
ACG Wealth
Georgia
$458K -$17.6K -318 -4%