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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1851
Fairhaven Wealth Management
Illinois
$526K +$107 +1 +0%
GIM
1852
Goelzer Investment Management
Indiana
$524K +$140K +1,318 +32%
BWM
1853
Baystate Wealth Management
Massachusetts
$523K +$1.6K +15 +0.3%
WCA
1854
Waypoint Capital Advisors
Minnesota
$522K -$3.09K -29 -0.5%
RF
1855
Resolute Financial
Massachusetts
$520K +$107 +1 +0%
TWP
1856
Tempus Wealth Planning
California
$520K +$573K +5,378 New
P
1857
&Partners
Tennessee
$519K +$320 +3 +0.1%
AA
1858
Advisory Alpha
Michigan
$518K +$213 +2 +0%
RWP
1859
RWA Wealth Partners
Massachusetts
$516K -$8.95K -84 -2%
RCA
1860
Ranch Capital Advisors
Florida
$516K -$2.35K -22 -0.4%
CF
1861
Copperwynd Financial
Arizona
$514K -$13.3K -125 -2%
TYCC
1862
Texas Yale Capital Corp
Florida
$513K -$10.7K -100 -2%
RCG
1863
Regatta Capital Group
California
$513K +$185K +1,734 +58%
Balyasny Asset Management
1864
Balyasny Asset Management
Illinois
$513K +$565K +5,302 New
CC
1865
Cipher Capital
New York
$513K +$565K +5,302 New
PMG
1866
ProVise Management Group
Florida
$512K +$2.35K +22 +0.4%
BS
1867
Bessemer Securities
New York
$510K +$112K +1,050 +25%
KTC
1868
Kistler-Tiffany Companies
Pennsylvania
$509K
SNB
1869
Security National Bank
Nebraska
$508K
BFA
1870
BMS Financial Advisors
South Dakota
$505K -$7.35K -69 -1%
BEC
1871
Blue Edge Capital
Virginia
$504K
MWM
1872
MBE Wealth Management
Wisconsin
$504K +$213 +2 +0%
WDC
1873
Woodward Diversified Capital
California
$504K +$243K +2,282 +78%
IIM
1874
Intact Investment Management
Quebec, Canada
$503K -$139K -1,300 -20%
HFS
1875
Heritage Financial Services
Massachusetts
$502K -$7.99K -75 -1%