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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1501
Connecticut Wealth Management
Connecticut
$359K +$348K +1,946 New
AF
1502
Allworth Financial
California
$355K
CCA
1503
Clearwater Capital Advisors
Illinois
$355K
HPWM
1504
Highland Private Wealth Management
Washington
$354K -$64.3K -359 -16%
IP
1505
Investment Partners
Ohio
$354K -$9.85K -55 -3%
GRP
1506
Global Retirement Partners
California
$354K -$4.83K -27 -1%
PFGIA
1507
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$20.1K +112 +6%
NFG
1508
Nadler Financial Group
Illinois
$354K +$26.5K +148 +8%
HCM
1509
Howland Capital Management
Massachusetts
$353K -$8.95K -50 -3%
BBA
1510
Braun-Bostich & Associates
Pennsylvania
$353K +$125K +697 +57%
WIC
1511
Woodmont Investment Counsel
Tennessee
$352K +$342K +1,912 New
PLFAM
1512
Pineno Levin & Ford Asset Management
Virginia
$350K
TWM
1513
Torch Wealth Management
Ohio
$350K
SSG
1514
Summit Securities Group
New York
$350K +$340K +1,900 New
SMC
1515
Smith, Moore & Co
Missouri
$348K +$91.9K +513 +37%
CIA
1516
CCM Investment Advisers
South Carolina
$347K -$558K -3,115 -62%
BL
1517
BCWM LLC
Kansas
$346K -$21.7K -121 -6%
MIC
1518
Means Investment Company
Maine
$346K -$5.01K -28 -1%
WRM
1519
Weybosset Research & Management
Rhode Island
$346K
FTC
1520
Farmers Trust Company
Ohio
$345K -$55.1K -308 -14%
SWA
1521
SFMG Wealth Advisors
Texas
$343K -$716 -4 -0.2%
CA
1522
Cornerstone Advisory
Maryland
$342K -$53.7K -300 -14%
GIM
1523
Goelzer Investment Management
Indiana
$342K -$7.34K -41 -2%
ACM
1524
Aljian Capital Management
Nevada
$341K
JA
1525
JOYN Advisors
Georgia
$341K +$38.7K +216 +13%