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Name Holding Trade Value Shares
Change
Change in
Stake
PW
2151
Pandora Wealth
Illinois
$108K -$12.4K -55 -10%
PA
2152
Pineridge Advisors
Missouri
$108K -$3.61K -16 -3%
DWA
2153
Dougherty Wealth Advisers
Minnesota
$108K – – –
FGA
2154
Fortis Group Advisors
New Jersey
$107K -$218K -966 -66%
TC
2155
Truvestments Capital
Florida
$107K -$18.9K -84 -15%
CAC
2156
Core Alternative Capital
Georgia
$106K -$53.7K -238 -33%
PCFFS
2157
Pacific Center for Financial Services
California
$102K – – –
GA
2158
GoalVest Advisory
New York
$101K – – –
FP
2159
Financial Perspectives
Minnesota
$100K – – –
PP
2160
PFS Partners
New Jersey
$99.1K – – –
Kayne Anderson Rudnick Investment Management
2161
Kayne Anderson Rudnick Investment Management
California
$97.9K +$225 +1 +0.2%
PAG
2162
Paladin Advisory Group
Iowa
$96.9K – – –
S
2163
Sachetta
Massachusetts
$95.8K -$7.89K -35 -7%
CFFP
2164
Center for Financial Planning
Michigan
$95.4K – – –
ATC
2165
Advantage Trust Company
Kansas
$95K – – –
DF
2166
Dunhill Financial
United Kingdom
$94.7K -$4.28K -19 -4%
NWM
2167
Navigoe Wealth Management
California
$94K +$8.12K +36 +9%
TFM
2168
TFC Financial Management
Massachusetts
$92.2K – – –
HWA
2169
Heartwood Wealth Advisors
Virginia
$92.2K +$96.3K +427 New
SFCL
2170
Strengthening Families & Communities LLC
Massachusetts
$91.7K +$95.8K +425 New
LIA
2171
Limestone Investment Advisors
New York
$91.1K +$95.1K +422 New
SC
2172
Sawyer & Company
Massachusetts
$89K – – –
ETS
2173
ESL Trust Services
New York
$88.9K +$2.71K +12 +3%
PS
2174
Pinney & Scofield
Massachusetts
$88.3K – – –
LCM
2175
Logan Capital Management
Pennsylvania
$87.4K – – –