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Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
2051
Game Plan Financial Advisors
Ohio
$225K +$222K +2,461 New
SP
2052
Symmetry Partners
Connecticut
$225K +$222K +2,461 New
FSA
2053
Fort Sheridan Advisors
Illinois
$224K +$222K +2,451 New
MWM
2054
MinichMacGregor Wealth Management
New York
$224K +$222K +2,458 New
PO
2055
Private Ocean
California
$223K -$61.5K -681 -22%
IA
2056
Independence Advisors
Pennsylvania
$221K -$10.3K -114 -5%
DI
2057
DFPG Investments
Utah
$220K +$215K +2,381 New
LIA
2058
LBMC Investment Advisors
Tennessee
$220K +$217K +2,402 New
AA
2059
Argent Advisors
Louisiana
$220K +$218K +2,409 New
SRCM
2060
Swift Run Capital Management
Virginia
$219K -$72.3K -800 -25%
RIG
2061
Roosevelt Investment Group
New York
$219K -$60.5K -669 -22%
NQWM
2062
Northwest Quadrant Wealth Management
Oregon
$219K -$12.8K -142 -5%
TWM
2063
Tolleson Wealth Management
Texas
$219K +$217K +2,399 New
HHAM
2064
HITE Hedge Asset Management
Massachusetts
$219K +$217K +2,400 New
SCM
2065
Smith Capital Management
Arkansas
$218K +$215K +2,383 New
SHJ
2066
Sharkey, Howes & Javer
Colorado
$218K +$216K +2,385 New
GLLW
2067
Graves Light Lenhart Wealth
Virginia
$217K +$215K +2,378 New
FIM
2068
Freedom Investment Management
Connecticut
$216K +$213K +2,358 New
TCBWMS
2069
Texas Capital Bank Wealth Management Services
Texas
$216K +$213K +2,361 New
WQ
2070
Wealth Quarterback
New Jersey
$215K +$18.8K +208 +10%
CFS
2071
CRA Financial Services
New Jersey
$215K +$213K +2,355 New
BCM
2072
Bienville Capital Management
New York
$213K +$210K +2,325 New
HCA
2073
Heck Capital Advisors
Wisconsin
$212K +$61.2K +677 +41%
EWM
2074
EPG Wealth Management
Georgia
$212K -$53.6K -593 -20%
PFA
2075
Pettinga Financial Advisors
Indiana
$212K +$209K +2,315 New