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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1076
D'Orazio & Associates
Virginia
$385K +$691 +6 +0.2%
RFP
1077
Root Financial Partners
California
$384K +$106K +918 +39%
CT
1078
Chicago Trust
Illinois
$384K +$377K +3,275 New
LFP
1079
Lakeshore Financial Planning
Michigan
$384K +$230 +2 +0.1%
VV
1080
Verity & Verity
South Carolina
$384K -$9.9K -86 -3%
FG
1081
Foster Group
Iowa
$383K +$94.2K +818 +33%
IAN
1082
Integrated Advisors Network
Texas
$382K +$15.1K +131 +4%
GIM
1083
Goelzer Investment Management
Indiana
$382K – – –
Empower Advisory Group
1084
Empower Advisory Group
Colorado
$379K -$29.6K -257 -7%
PCG
1085
Prosperity Consulting Group
Maryland
$379K +$372K +3,232 New
FFM
1086
Forum Financial Management
Illinois
$379K – – –
SWA
1087
Stratos Wealth Advisors
Ohio
$379K +$11.2K +97 +3%
Fuller & Thaler Asset Management
1088
Fuller & Thaler Asset Management
California
$378K – – –
MWM
1089
Modern Wealth Management
Kansas
$375K +$25.7K +223 +7%
WC
1090
Woodstock Corp
Massachusetts
$375K – – –
CP
1091
Canopy Partners
Ohio
$374K -$13.5K -117 -4%
BIM
1092
Bridges Investment Management
Nebraska
$374K +$80.7K +701 +28%
GVAG
1093
Great Valley Advisor Group
Delaware
$374K -$13.8K -120 -4%
NAS
1094
NWF Advisory Services
California
$371K – – –
MWM
1095
Mittelman Wealth Management
Massachusetts
$370K +$360K +3,131 New
AWM
1096
Affinity Wealth Management
Delaware
$368K +$1.38K +12 +0.4%
TS
1097
Tamar Securities
California
$364K – – –
NWM
1098
Northcape Wealth Management
New York
$363K -$34.5K -300 -9%
PTC
1099
Philadelphia Trust Company
Pennsylvania
$363K -$92.1K -800 -21%
OL
1100
Optas LLC
Texas
$362K -$7.14K -62 -2%