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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1301
Adell Harriman & Carpenter
Texas
$546K -$126K -615 -18%
CCWM
1302
Cassaday & Co Wealth Management
Virginia
$545K -$175K -852 -23%
SIA
1303
Schechter Investment Advisors
Michigan
$545K -$885K -4,308 -60%
PIA
1304
Perennial Investment Advisors
California
$543K -$114K -557 -17%
DTC
1305
Davidson Trust Company
Washington
$543K +$82.2K +400 +17%
SAG
1306
SageView Advisory Group
California
$542K -$7.82M -38,049 -93%
NRWA
1307
North Ridge Wealth Advisors
Oregon
$539K
SP
1308
Symmetry Partners
Connecticut
$538K
AFG
1309
Allegheny Financial Group
Pennsylvania
$536K -$248K -1,206 -30%
CFMC
1310
Curbstone Financial Management Corp
New Hampshire
$536K -$10.3K -50 -2%
TFA
1311
Toth Financial Advisory
Virginia
$535K -$28.6K -139 -5%
SIS
1312
Sound Income Strategies
Florida
$535K +$212K +1,034 +59%
CCB
1313
Country Club Bank
Missouri
$533K -$19.5K -95 -3%
SWA
1314
SOA Wealth Advisors
New York
$532K +$63.1K +307 +13%
WF
1315
Welch & Forbes
Massachusetts
$532K -$3.7K -18 -0.6%
SAM
1316
SignalPoint Asset Management
Missouri
$532K -$18.5K -90 -3%
HKIM
1317
Hayek Kallen Investment Management
Alabama
$531K -$25.1K -122 -4%
PP
1318
PDS Planning
Ohio
$530K -$3.49K -17 -0.6%
SPL
1319
Smart Portfolios LLC
Washington
$527K +$14.4K +70 +3%
HGERS
1320
Householder Group Estate & Retirement Specialist
Arizona
$526K +$230K +1,120 +70%
HL
1321
HeadInvest LLC
Maine
$526K +$86.7K +422 +18%
FFC
1322
First Financial Corp
Indiana
$526K -$524K -2,549 -48%
JAG
1323
Journey Advisory Group
Kentucky
$524K -$76K -370 -12%
MWM
1324
Merriman Wealth Management
Washington
$524K +$146K +710 +35%
CCM
1325
Chaney Capital Management
Washington
$523K +$3.29K +16 +0.6%