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