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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1501
Proficio Capital Partners
Massachusetts
$716K +$17.4K +36 +3%
JFGIW
1502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$714K +$1.93K +4 +0.3%
CPO
1503
Cerity Partners OCIO
New York
$712K +$27.1K +56 +4%
SFG
1504
Sather Financial Group
Texas
$707K
CF
1505
Centaurus Financial
California
$707K +$282K +583 +70%
C
1506
Certuity
Florida
$707K +$313K +648 +85%
WP
1507
WealthPLAN Partners
Nebraska
$706K -$96.6K -200 -12%
TIA
1508
Tiemann Investment Advisors
California
$705K
PFBT
1509
Parkside Financial Bank & Trust
Missouri
$705K +$164K +340 +32%
CPA
1510
Clear Perspective Advisors
Illinois
$703K -$27.1K -56 -4%
EH
1511
Employers Holdings
Nevada
$703K
JIP
1512
Jaffetilchin Investment Partners
Florida
$703K +$74.4K +154 +12%
VHAM
1513
Van Hulzen Asset Management
California
$701K -$4.81M -9,960 -88%
JWCA
1514
J.W. Coons Advisors
Ohio
$697K
RFA
1515
Reilly Financial Advisors
California
$697K +$2.9K +6 +0.4%
MS
1516
Madden Securities
Texas
$692K -$60.4K -125 -8%
LC
1517
Lindbrook Capital
California
$692K -$1.45K -3 -0.2%
SIG
1518
Sky Investment Group
Connecticut
$691K
WWM
1519
Wolff Wiese Magana
California
$691K +$668K +1,382 New
FNT
1520
First National Trust
Pennsylvania
$687K -$19.3K -40 -3%
RIG
1521
Ramiah Investment Group
Wisconsin
$687K -$31.4K -65 -5%
BW
1522
Bison Wealth
Georgia
$680K +$657K +1,360 New
RPWA
1523
Regent Peak Wealth Advisors
Georgia
$679K +$77.3K +160 +13%
MG
1524
Mather Group
Illinois
$678K +$70.1K +145 +12%
Members Trust
1525
Members Trust
Florida
$676K -$107K -222 -14%