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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1626
Baystate Wealth Management
Massachusetts
$741K +$112K +2,040 +22%
LFG
1627
Larson Financial Group
Missouri
$741K +$698K +12,680 New
BWA
1628
Burt Wealth Advisors
Maryland
$740K +$11K +200 +2%
IBOK
1629
Independence Bank of Kentucky
Kentucky
$737K +$693K +12,600 New
CFP
1630
Cornerstone Financial Partners
North Carolina
$734K +$341K +6,200 +55%
IWP
1631
Icon Wealth Partners
Texas
$733K +$690K +12,540 New
FP
1632
Foundry Partners
Minnesota
$732K -$24.2K -440 -3%
AAMA
1633
Advanced Asset Management Advisors
Ohio
$731K +$688K +12,500 New
AAP
1634
Arax Advisory Partners
Colorado
$730K +$38.5K +700 +6%
LWM
1635
Lenox Wealth Management
Ohio
$729K +$59.4K +1,080 +9%
UBV
1636
United Bank (Virginia)
Virginia
$728K +$443K +8,060 +183%
HTC
1637
Haverford Trust Company
Pennsylvania
$726K +$63.8K +1,160 +10%
CFD
1638
Creative Financial Designs
Indiana
$724K -$1.44M -26,240 -68%
KA
1639
Klingman & Associates
New York
$724K +$352K +6,400 +107%
VWM
1640
Venturi Wealth Management
Texas
$723K +$50.6K +920 +8%
HC
1641
Hamilton Capital
Ohio
$723K +$680K +12,360 New
MC
1642
Matisse Capital
Oregon
$717K +$77K +1,400 +13%
PFA
1643
Pinnacle Family Advisors
Missouri
$715K -$199K -3,620 -23%
RIA
1644
Regal Investment Advisors
Michigan
$711K -$25.3K -460 -4%
TDC
1645
Thompson Davis & Co
Virginia
$710K -$250K -4,540 -27%
CCM
1646
Conatus Capital Management
Connecticut
$705K -$15.6M -284,200 -96%
HHC
1647
Hutchin Hill Capital
New York
$702K -$18.2M -330,000 -96%
PI
1648
Parkside Investments
Illinois
$702K +$165K +3,000 +33%
SC
1649
Sovarnum Capital
New York
$702K +$660K +12,000 New
FPF
1650
FNY Partners Fund
New York
$701K -$483K -8,780 -42%