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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1426
ARS Investment Partners
New York
$407K – – –
CAWM
1427
Capital Advisors Wealth Management
Washington
$405K +$25K +24 +7%
MWM
1428
Mindset Wealth Management
Indiana
$403K – – –
BAM
1429
BOS Asset Management
Illinois
$403K +$9.39K +9 +2%
DWP
1430
Destiny Wealth Partners
Florida
$403K – – –
LIM
1431
Letson Investment Management
Georgia
$402K – – –
KDA
1432
Kraft Davis & Associates
Missouri
$402K – – –
KIA
1433
Knollwood Investment Advisory
Maryland
$401K -$20.9K -20 -5%
MFIM
1434
Mesirow Financial Investment Management
Illinois
$400K -$784K -752 -67%
VW
1435
Vantus Wealth
Pennsylvania
$398K +$388K +372 New
CAM
1436
CenterStar Asset Management
Illinois
$396K +$386K +370 New
TC
1437
TownSquare Capital
Utah
$396K -$452K -433 -54%
FPH
1438
Financial Planning Hawaii
Hawaii
$396K +$386K +370 New
MCCP
1439
Mission Creek Capital Partners
California
$393K +$383K +367 New
TFA
1440
Teamwork Financial Advisors
Texas
$392K -$48K -46 -11%
WLIM
1441
White Lighthouse Investment Management
Massachusetts
$390K +$8.35K +8 +2%
BWM
1442
Baron Wealth Management
Michigan
$388K -$4.17K -4 -1%
AAB
1443
ABN AMRO Bank
Netherlands
$388K -$270K -259 -42%
CP
1444
Clarendon Private
Massachusetts
$387K -$87.6K -84 -19%
GDP
1445
Great Diamond Partners
Maine
$387K -$13.6K -13 -3%
CPA
1446
Capital Performance Advisors
California
$387K +$378K +362 New
FWP
1447
Falcon Wealth Planning
California
$386K -$6.26K -6 -2%
RMP
1448
Richards, Merrill & Peterson
Washington
$385K +$10.4K +10 +3%
TWM
1449
Tradition Wealth Management
Minnesota
$384K – – –
KFGK
1450
Keystone Financial Group (Kentucky)
Kentucky
$383K +$115K +110 +44%