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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1726
Bridgewater Advisors
New York
$216K +$199K +878 New
BEC
1727
Blue Edge Capital
Virginia
$215K +$197K +870 New
NEPPG
1728
New England Professional Planning Group
Rhode Island
$213K -$7.02K -31 -3%
WMS
1729
Wealth Management Solutions
Pennsylvania
$213K +$195K +862 New
KFI
1730
Key Financial Inc
Pennsylvania
$210K
SHJ
1731
Sharkey, Howes & Javer
Colorado
$210K +$193K +851 New
SWP
1732
Strategic Wealth Partners
Ohio
$209K -$40.8K -180 -17%
EIA
1733
Eldridge Investment Advisors
New Hampshire
$209K +$192K +848 New
BI
1734
Berkeley Inc
Idaho
$208K +$191K +845 New
BONST
1735
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$191K +844 New
SIC
1736
Sterling Investment Counsel
New York
$208K +$191K +845 New
MAM
1737
McLean Asset Management
Virginia
$208K +$200K +884 New
PFA
1738
Pathway Financial Advisors
Vermont
$206K +$226K +1,000 New
MWM
1739
Meridian Wealth Management
Kentucky
$205K +$188K +831 New
SWM
1740
Stockman Wealth Management
Montana
$205K +$188K +832 New
KFP
1741
KMG Fiduciary Partners
Ohio
$205K +$189K +833 New
MA
1742
MONECO Advisors
Connecticut
$205K +$226K +998 New
CFG
1743
Cooper Financial Group
California
$204K -$42.8K -189 -19%
LS
1744
Leelyn Smith
Illinois
$204K -$15.8K -70 -8%
AFP
1745
Ausdal Financial Partners
Iowa
$204K +$187K +826 New
ML
1746
McAdam LLC
Pennsylvania
$204K +$187K +828 New
HHGA
1747
Halbert Hargrove Global Advisors
California
$203K +$186K +823 New
GWSG
1748
GPS Wealth Strategies Group
Colorado
$202K
AFS
1749
Annapolis Financial Services
Maryland
$202K +$159K +704 +607%
FAM
1750
Fenimore Asset Management
New York
$202K +$186K +820 New