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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1626
Measured Wealth Private Client Group
New Hampshire
$386K -$2.75K -35 -0.8%
RIA
1627
Regal Investment Advisors
Michigan
$385K +$16.1K +205 +5%
BBI
1628
Baxter Bros Inc
Connecticut
$384K
BWP
1629
BSW Wealth Partners
Colorado
$384K +$359K +4,562 New
IAMOG
1630
Investors Asset Management of Georgia
Georgia
$382K -$5.9K -75 -2%
EAM
1631
Evanson Asset Management
California
$381K -$44.7K -568 -11%
SWRP
1632
Summit Wealth & Retirement Planning
California
$381K
FSA
1633
Franklin Street Advisors
North Carolina
$380K -$8.66K -110 -2%
LFA
1634
Landmark Financial Advisors
Kentucky
$380K +$79 +1 +0%
AF
1635
Allworth Financial
California
$380K +$6.61K +84 +2%
EWM
1636
Empirical Wealth Management
Washington
$380K +$356K +4,517 New
LKIM
1637
Lawson Kroeker Investment Management
Nebraska
$378K
CP
1638
Cumberland Partners
Ontario, Canada
$378K +$70.8K +900 +25%
FWM
1639
Fairhaven Wealth Management
Illinois
$375K
KFA
1640
Kelleher Financial Advisors
New York
$375K +$352K +4,468 New
PO
1641
Private Ocean
California
$374K +$122K +1,550 +53%
SSW
1642
Smith Shellnut Wilson
Mississippi
$372K +$5.35K +68 +2%
GIP
1643
Greatmark Investment Partners
Georgia
$371K
GGI
1644
Godsey & Gibb Inc
Virginia
$371K +$347K +4,407 New
AF
1645
Affiance Financial
Minnesota
$370K
BWM
1646
Baystate Wealth Management
Massachusetts
$369K -$46.5K -591 -12%
IF
1647
IRON Financial
Illinois
$369K -$13.2K -168 -4%
9WM
1648
9258 Wealth Management
Ohio
$369K +$66.4K +843 +24%
LPWM
1649
Lake Point Wealth Management
Texas
$368K
GWA
1650
Guidant Wealth Advisors
Illinois
$368K +$15.7K +200 +5%