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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1751
Retirement Group
California
$57K +$13K +53 +27%
BMD
1752
Better Money Decisions
New Mexico
$57K +$62.1K +253 New
ACM
1753
Allred Capital Management
Texas
$56K +$60.7K +247 New
ADL
1754
Asset Dedication LLC
California
$55K -$7.86K -32 -12%
CFFP
1755
Center for Financial Planning
Michigan
$55K +$10.3K +42 +21%
PG
1756
Proffitt & Goodson
Tennessee
$54K – – –
MAM
1757
Meeder Asset Management
Ohio
$53K +$29.5K +120 +105%
CAC
1758
Certified Advisory Corp
Florida
$53K +$57.2K +233 New
SWA
1759
Sutton Wealth Advisors
Florida
$51.2K +$7.37K +30 +15%
TCWA
1760
Ten Capital Wealth Advisors
Washington
$51K -$29K -118 -34%
CPWM
1761
Cypress Point Wealth Management
Texas
$51K – – –
HFM
1762
Hartford Financial Management
Connecticut
$51K – – –
SMG
1763
Spectrum Management Group
Indiana
$51K – – –
PA
1764
Perennial Advisors
New York
$49K -$12.3K -50 -19%
IWP
1765
IAG Wealth Partners
Wisconsin
$47K -$24.6K -100 -33%
POIA
1766
Pin Oak Investment Advisors
Texas
$46K +$37.8K +154 +308%
FPW
1767
Flagship Private Wealth
Massachusetts
$45.1K – – –
CBT
1768
Central Bank & Trust
Kentucky
$45K -$72.9K -297 -60%
CHA
1769
Carmichael Hill & Associates
Maryland
$45K – – –
CIR
1770
Clear Investment Research
Georgia
$45K – – –
CPA
1771
Cowen Prime Advisors
New York
$45K – – –
MA
1772
MCF Advisors
Kentucky
$45K – – –
TCM
1773
TD Capital Management
Tennessee
$45K – – –
AIM
1774
Arcadia Investment Management
Michigan
$45K +$49.1K +200 New
BC
1775
Burleson & Co
California
$45K +$49.1K +200 New