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Name Holding Trade Value Shares
Change
Change in
Stake
KTC
226
Kistler-Tiffany Companies
Pennsylvania
$997
AWM
227
Activest Wealth Management
Florida
$978
GWM
228
Geneos Wealth Management
Colorado
$958
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$958
NCM
230
Northwest Capital Management
Oregon
$958 +$924 +25 New
SIC
231
SJS Investment Consulting
Ohio
$921 -$259 -7 -23%
WP
232
WealthPLAN Partners
Nebraska
$881
AFG
233
Albion Financial Group
Utah
$844
DI
234
Disciplined Investments
Oklahoma
$728 -$37 -1 -5%
BWAM
235
Boyd Watterson Asset Management
Ohio
$690
GI
236
Gradient Investments
Minnesota
$623 +$111 +3 +23%
MIM
237
Manitou Investment Management
Ontario, Canada
$613
RWM
238
Raffa Wealth Management
District of Columbia
$575
WFA
239
West Financial Advisors
Iowa
$499 +$481 +13 New
BAAM
240
Baker Avenue Asset Management
California
$498 -$333 -9 -41%
FA
241
Fiduciary Alliance
South Carolina
$460 +$444 +12 New
PP
242
PFS Partners
New Jersey
$433
HCP
243
Hexagon Capital Partners
Arkansas
$422
QC
244
Quent Capital
New York
$422
TF
245
TimeScale Financial
Massachusetts
$422
GRP
246
Global Retirement Partners
California
$308
APC
247
Aspire Private Capital
North Carolina
$307
FFA
248
Farther Finance Advisors
California
$307 +$296 +8 New
TAM
249
Tucker Asset Management
Colorado
$268
HCM
250
Hollencrest Capital Management
California
$230 +$185 +5 +500%