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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
2051
Ifrah Financial Services
Arkansas
$459K -$32.6K -111 -7%
SP
2052
Successful Portfolios
Florida
$458K -$2.35K -8 -0.5%
OWA
2053
Outlook Wealth Advisors
Texas
$457K +$430K +1,462 New
BA
2054
Ballast Advisors
Minnesota
$456K -$39.4K -134 -8%
XWM
2055
Xcel Wealth Management
Florida
$456K
CAC
2056
Certified Advisory Corp
Florida
$456K +$59K +201 +16%
BFC
2057
Bedel Financial Consulting
Indiana
$455K +$2.94K +10 +0.7%
NFG
2058
Nadler Financial Group
Illinois
$455K +$1.47K +5 +0.3%
DIA
2059
Dana Investment Advisors
Wisconsin
$454K -$11.8K -40 -3%
HS
2060
Horan Securities
United States
$454K
VPP
2061
Vertex Planning Partners
Illinois
$453K -$1.18K -4 -0.3%
PO
2062
Private Ocean
California
$452K -$1.47K -5 -0.3%
CA
2063
Crewe Advisors
Utah
$452K -$11.5K -39 -3%
FG
2064
Foster Group
Iowa
$451K +$3.23K +11 +0.8%
GAM
2065
Gemmer Asset Management
California
$451K +$182K +620 +75%
WDL
2066
Well Done LLC
Michigan
$451K -$288K -982 -41%
T
2067
TOBAM
France
$450K -$613K -2,087 -59%
BIG
2068
Builder Investment Group
Georgia
$450K
SIM
2069
SSI Investment Management
California
$449K
NG
2070
Northstar Group
New York
$448K -$22.9K -78 -5%
LA
2071
Lane & Associates
New Jersey
$446K +$36.1K +123 +9%
EWA
2072
ERTS Wealth Advisors
Michigan
$446K -$1.76K -6 -0.4%
ECM
2073
EagleClaw Capital Management
Massachusetts
$445K
OWA
2074
Opal Wealth Advisors
New York
$444K -$3.23K -11 -0.8%
WAOTB
2075
Wealth Advisors of Tampa Bay
Florida
$444K