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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
SJS Investment Consulting
Ohio
$991 +$120 +3 +13%
NCM
252
Northwest Capital Management
Oregon
$918
GWM
253
Geneos Wealth Management
Colorado
$847 -$80 -2 -8%
GWS
254
Glassman Wealth Services
Virginia
$844 +$917 +23 New
AFG
255
Albion Financial Group
Utah
$808
AWM
256
Activest Wealth Management
Florida
$771
BWAM
257
Boyd Watterson Asset Management
Ohio
$661
GI
258
Gradient Investments
Minnesota
$596
M
259
MOTCO
Texas
$587 +$638 +16 New
PP
260
Pacifica Partners
Canada
$561 +$638 +16 New
RWM
261
Raffa Wealth Management
District of Columbia
$551
WFA
262
West Financial Advisors
Iowa
$478
BAAM
263
Baker Avenue Asset Management
California
$477
First Manhattan
264
First Manhattan
New York
$477 +$518 +13 New
GRP
265
Global Retirement Partners
California
$432 +$159 +4 +50%
TWP
266
TFO Wealth Partners
Ohio
$422 +$279 +7 +175%
PP
267
PFS Partners
New Jersey
$415
HCP
268
Hexagon Capital Partners
Arkansas
$404
CFS
269
CGC Financial Services
Oregon
$330 +$359 +9 New
APC
270
Aspire Private Capital
North Carolina
$293
GIA
271
GHP Investment Advisors
Colorado
$285 +$319 +8 New
TAM
272
Tucker Asset Management
Colorado
$257
HCM
273
Hollencrest Capital Management
California
$220
VAG
274
VisionPoint Advisory Group
Texas
$220
PTC
275
Private Trust Company
Ohio
$184