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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1601
Tarbox Family Office
California
$377K -$213K -977 -34%
CCA
1602
Clearwater Capital Advisors
Illinois
$377K -$11.1K -51 -3%
MFG
1603
Merit Financial Group
Georgia
$376K +$12.9K +59 +3%
BWM
1604
Baystate Wealth Management
Massachusetts
$375K -$31.9K -146 -7%
TL
1605
TrueWealth LLC
Georgia
$372K
MSA
1606
Marino Stram & Associates
Massachusetts
$372K +$40.8K +187 +11%
HIIFS
1607
Harel Insurance Investments & Financial Services
Israel
$372K +$173K +793 +76%
ACM
1608
Aljian Capital Management
Nevada
$371K -$4.37K -20 -1%
FI
1609
FormulaFolio Investments
Michigan
$369K -$268K -1,226 -40%
CBA
1610
Coastal Bridge Advisors
Connecticut
$369K -$1.31K -6 -0.3%
ETC
1611
Exchange Traded Concepts
Oklahoma
$368K -$1.71M -7,833 -81%
SIA
1612
Starfire Investment Advisers
Michigan
$367K
ERIM
1613
Eagle Ridge Investment Management
Connecticut
$365K -$19.7K -90 -5%
FA
1614
Financial Advisors
Massachusetts
$364K
FA
1615
Fortis Advisors
Pennsylvania
$362K +$4.37K +20 +1%
DACG
1616
Donor Advised Charitable Giving
California
$362K +$62.3K +285 +19%
GSWM
1617
Golden State Wealth Management
California
$361K +$389K +1,781 New
DWM
1618
Destination Wealth Management
California
$360K +$3.5K +16 +0.9%
TRCT
1619
Tower Research Capital (TRC)
New York
$360K +$208K +954 +116%
CGA
1620
Crescent Grove Advisors
Illinois
$358K
LC
1621
Lindbrook Capital
California
$356K -$71.2K -326 -16%
IAP
1622
Indie Asset Partners
Indiana
$356K -$21.8K -100 -5%
SP
1623
Successful Portfolios
Florida
$356K -$4.37K -20 -1%
EAM
1624
Evanson Asset Management
California
$354K -$75.6K -346 -17%
OWP
1625
Obermeyer Wealth Partners
Colorado
$354K -$60.7K -278 -14%