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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
901
Providence Wealth Advisors
Illinois
$208K +$182K +600 New
SIG
902
Sargent Investment Group
Maryland
$208K +$182K +600 New
CBFP
903
Cedar Brook Financial Partners
Ohio
$203K +$177K +585 New
FBB
904
Fulton Breakefield Broenniman
Maryland
$203K +$178K +586 New
WAP
905
Wealthcare Advisory Partners
Pennsylvania
$202K -$10.6K -35 -6%
NFP
906
Novak Financial Planning
Maryland
$202K +$177K +584 New
SIM
907
SSI Investment Management
California
$200K +$173K +570 New
VCG
908
Vantage Consulting Group
Virginia
$200K +$175K +578 New
WAM
909
Wolverine Asset Management
Illinois
$196K +$165K +546 +2,482%
KFS
910
Kelly Financial Services
Massachusetts
$195K -$1.27M -4,200 -88%
EI
911
Ellevest Inc
New York
$194K -$18.5K -61 -10%
IFAM
912
Institutional & Family Asset Management
Colorado
$189K +$7.88K +26 +5%
BC
913
Burleson & Co
California
$187K – – –
TLCM
914
Twin Lakes Capital Management
California
$183K – – –
LWM
915
Liberty Wealth Management
California
$177K – – –
CF
916
Centaurus Financial
California
$175K – – –
AF
917
Allworth Financial
California
$174K -$57.3K -189 -27%
ACM
918
Adalta Capital Management
New York
$173K -$90.9K -300 -38%
M
919
Mirova
France
$172K – – –
PB
920
Pinnacle Bancorp
Nebraska
$167K -$153K -506 -51%
WWM
921
Wolff Wiese Magana
California
$163K -$5.15K -17 -3%
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$159K +$7.27K +24 +6%
LPIC
923
LeJeune Puetz Investment Counsel
Michigan
$157K – – –
CBT
924
CoreFirst Bank & Trust
Kansas
$156K – – –
TSW
925
Thompson Siegel & Walmsley
Virginia
$154K -$4.54K -15 -3%