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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2126
Atticus Wealth Management
Florida
$358K +$27.1K +257 +8%
PSCM
2127
Per Stirling Capital Management
Texas
$358K -$112K -1,062 -23%
FAFN
2128
First Affirmative Financial Network
Colorado
$356K -$64.6K -612 -15%
SWM
2129
Salvus Wealth Management
New Jersey
$356K +$31.5K +298 +9%
IAM
2130
Innovis Asset Management
Illinois
$354K – – –
RVM
2131
Robinson Value Management
Texas
$354K – – –
NCM
2132
Noesis Capital Mangement
Florida
$354K -$22.7K -215 -6%
LWM
2133
Liberty Wealth Management
California
$354K +$369K +3,493 New
C
2134
Certuity
Florida
$353K -$2.64K -25 -0.7%
AGP
2135
Autumn Glory Partners
Texas
$352K – – –
AF
2136
Affiance Financial
Minnesota
$352K – – –
SC
2137
SRB Corp
Massachusetts
$351K -$94.1K -891 -20%
Eagle Global Advisors
2138
Eagle Global Advisors
Texas
$351K +$106 +1 +0%
FDCC
2139
Foster Dykema Cabot & Co
Massachusetts
$350K +$26.3K +249 +8%
CWM
2140
Connecticut Wealth Management
Connecticut
$349K +$162K +1,538 +81%
CWP
2141
Core Wealth Partners
California
$349K -$949K -8,987 -72%
MIA
2142
MainStreet Investment Advisors
Illinois
$349K +$15.9K +151 +5%
KWM
2143
KFG Wealth Management
Indiana
$349K +$317 +3 +0.1%
AFAS
2144
Acorn Financial Advisory Services
Virginia
$348K +$132K +1,248 +57%
PSP
2145
Pacific Sage Partners
Washington
$347K – – –
BFG
2146
Berger Financial Group
Minnesota
$347K -$17.4K -165 -5%
SAM
2147
Synergy Asset Management
Washington
$347K -$14.9K -141 -4%
CIC
2148
Cutler Investment Counsel
Oregon
$347K +$6.76K +64 +2%
GWCM
2149
Godshalk Welsh Capital Management
Pennsylvania
$347K -$8.97K -85 -2%
CWS
2150
Cypress Wealth Services
California
$346K +$211 +2 +0.1%