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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1576
S.A. Mason
Michigan
$185K -$57.5K -375 -20%
PCC
1577
Park Circle Company
Maryland
$182K – – –
BAM
1578
Bellevue Asset Management
Washington
$180K -$7.21K -47 -3%
SBL
1579
Sargent Bickham Lagudis
Colorado
$180K – – –
SWA
1580
Sutton Wealth Advisors
Florida
$179K -$6.13K -40 -3%
MWM
1581
Mascoma Wealth Management
New Hampshire
$178K – – –
OHWP
1582
Oak Harbor Wealth Partners
North Carolina
$176K – – –
GIA
1583
GHP Investment Advisors
Colorado
$174K -$2.61K -17 -1%
BIP
1584
Blueprint Investment Partners
North Carolina
$174K +$220K +1,434 New
JG
1585
Jefferies Group
New York
$170K -$568K -3,702 -72%
IAS
1586
IMA Advisory Services
Colorado
$169K -$70.9K -462 -25%
FMB
1587
Field & Main Bank
Kentucky
$165K -$13K -85 -6%
DIP
1588
DT Investment Partners
Pennsylvania
$164K -$167K -1,091 -45%
GWA
1589
Gibson Wealth Advisors
Texas
$164K -$25.8K -168 -11%
EWM
1590
Evermay Wealth Management
Virginia
$163K -$5.83K -38 -3%
FPB
1591
First PREMIER Bank
South Dakota
$161K +$193K +1,256 +1,794%
MA
1592
MCF Advisors
Kentucky
$158K -$76.7K -500 -28%
AWM
1593
Accel Wealth Management
Iowa
$158K – – –
PO
1594
Private Ocean
California
$157K -$219K -1,425 -52%
Cohen & Steers
1595
Cohen & Steers
New York
$157K – – –
GG
1596
Gleason Group
Kentucky
$156K – – –
JFA
1597
JNBA Financial Advisors
Minnesota
$154K – – –
GWSG
1598
GPS Wealth Strategies Group
Colorado
$152K +$67.6K +441 +54%
HWA
1599
Heritage Wealth Advisors
Virginia
$149K – – –
CFFP
1600
Center for Financial Planning
Michigan
$148K – – –