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Name Holding Trade Value Shares
Change
Change in
Stake
Alpha Cubed Investments
1601
Alpha Cubed Investments
California
$942K -$16K -160 -2%
PCG
1602
Prosperity Consulting Group
Maryland
$940K +$123K +1,235 +17%
HCMT
1603
Highland Capital Management (Tennessee)
Tennessee
$934K -$15K -150 -2%
TCA
1604
Transcend Capital Advisors
New Jersey
$933K +$26.9K +269 +3%
SB
1605
Strategic Blueprint
Georgia
$933K +$24K +240 +3%
FBB
1606
Fulton Breakefield Broenniman
Maryland
$932K -$115K -1,147 -12%
MWM
1607
MBE Wealth Management
Wisconsin
$932K +$200 +2 +0%
FP
1608
Financial Perspectives
Minnesota
$932K -$36.1K -361 -4%
OWMIAS
1609
One Wealth Management Investment & Advisory Services
Florida
$928K +$843K +8,434 New
MMPW
1610
Mitchell McLeod Pugh & Williams
Alabama
$926K -$7.89K -79 -0.9%
GIM
1611
Groesbeck Investment Management
New Jersey
$925K – – –
TFM
1612
TFC Financial Management
Massachusetts
$925K -$30.9K -309 -4%
OA
1613
Oxbow Advisors
Texas
$925K -$16.8K -168 -2%
RZH
1614
Relyea Zuckerberg Hanson
Connecticut
$924K +$210K +2,100 +33%
RiverFront Investment Group
1615
RiverFront Investment Group
Virginia
$923K – – –
HI
1616
Hendershot Investments
Virginia
$923K -$2K -20 -0.2%
W
1617
Wealthquest
Ohio
$922K – – –
AOI
1618
Auto-Owners Insurance
Michigan
$920K – – –
HIS
1619
Harvest Investment Services
Illinois
$918K +$834K +8,343 New
ECG
1620
Edge Capital Group
Georgia
$917K -$138K -1,384 -14%
IP
1621
Intellectus Partners
California
$915K -$10.2K -102 -1%
PBF
1622
Petix & Botte Financial
California
$915K -$4K -40 -0.5%
PI
1623
PFG Investments
New York
$914K -$11K -110 -1%
KCFA
1624
Key Client Fiduciary Advisors
New Jersey
$913K -$8.79K -88 -1%
ILI
1625
Invesco LLC (Illinois)
Illinois
$913K -$120K -1,197 -13%