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Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
2101
Intrepid Financial Planning Group
Indiana
$569K – – –
CWAG
2102
Compton Wealth Advisory Group
Virginia
$568K – – –
AIC
2103
Argus Investors Counsel
New York
$567K -$131K -384 -20%
RCWM
2104
Red Crane Wealth Management
California
$567K -$2.4K -7 -0.4%
TSS
2105
Taylor Securities Services
Pennsylvania
$566K +$2.05K +6 +0.4%
PCA
2106
Prosperity Capital Advisors
Ohio
$565K -$139K -406 -21%
BHA
2107
Beech Hill Advisors
New York
$565K -$22.3K -65 -4%
NCM
2108
Novare Capital Management
North Carolina
$564K -$5.82K -17 -1%
MFFIA
2109
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$564K -$5.82K -17 -1%
EF
2110
Evanson Financial
Virginia
$563K +$532K +1,554 New
BWFA
2111
Baltimore-Washington Financial Advisors
Maryland
$562K -$33.2K -97 -6%
SFS
2112
Summit Financial Strategies
Ohio
$562K – – –
IWA
2113
IVC Wealth Advisors
Pennsylvania
$560K -$4.45K -13 -0.8%
GIM
2114
Groesbeck Investment Management
New Jersey
$559K -$9.59K -28 -2%
CWM
2115
Circle Wealth Management
New Jersey
$559K -$1.71K -5 -0.3%
BCM
2116
Brasada Capital Management
Texas
$558K +$528K +1,542 New
AWM
2117
Aberdeen Wealth Management
Illinois
$558K -$961K -2,807 -65%
SF
2118
Sun Financial
Utah
$558K +$215K +629 +89%
BWP
2119
Burling Wealth Partners
Illinois
$558K +$23.6K +69 +5%
DWM
2120
Drive Wealth Management
Utah
$556K -$27.7K -81 -5%
FBT
2121
First Bankers Trust
Kentucky
$556K -$2.4K -7 -0.5%
RIG
2122
Renaissance Investment Group
Massachusetts
$555K -$34.2K -100 -6%
KLCM
2123
KG&L Capital Management
Louisiana
$555K +$191K +559 +57%
KFI
2124
Key Financial Inc
Pennsylvania
$553K -$6.16K -18 -1%
A
2125
Argentarii
Ohio
$552K -$35.9K -105 -7%