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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K -$7.33K -244 -2%
AWM
602
Accel Wealth Management
Iowa
$317K -$13.9K -463 -4%
TWPM
603
Total Wealth Planning & Management
Florida
$316K +$321K +10,700 New
MPI
604
Mairs & Power Inc
Minnesota
$312K +$121K +4,040 +62%
KF
605
Krilogy Financial
Missouri
$311K +$2.55K +85 +0.8%
AWA
606
Arete Wealth Advisors
Illinois
$311K +$82.8K +2,757 +36%
LFAS
607
Level Four Advisory Services
Texas
$310K -$72K -2,397 -19%
SJL
608
Shayne & Jacobs LLC
Tennessee
$309K
IIC
609
Integrated Investment Consultants
Michigan
$306K -$509K -16,948 -62%
PHS
610
Pekin Hardy Strauss
Illinois
$306K -$6.01K -200 -2%
TPI
611
Trust Point Inc
Wisconsin
$305K -$20.3K -677 -6%
IA
612
IFP Advisors
Florida
$305K -$1.05K -35 -0.3%
EWA
613
Exencial Wealth Advisors
Oklahoma
$305K -$1.02K -34 -0.3%
Luther King Capital Management (LKCM)
614
Luther King Capital Management (LKCM)
Texas
$304K -$2.25K -75 -0.7%
BFG
615
Berger Financial Group
Minnesota
$302K +$631 +21 +0.2%
ATC
616
Argent Trust Co
Tennessee
$301K -$31.8K -1,059 -9%
CA
617
Crewe Advisors
Utah
$300K +$2.58K +86 +0.9%
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$300K -$25.3K -841 -8%
ATIA
619
American Trust Investment Advisors
New Hampshire
$300K
VA
620
Valmark Advisers
Ohio
$300K +$305K +10,135 New
FFWA
621
FRG Family Wealth Advisors
Washington
$299K -$123K -4,100 -29%
BTIM
622
BancFirst Trust & Investment Management
Oklahoma
$298K
SWM
623
Silverlake Wealth Management
Vermont
$296K -$20.4K -679 -6%
SAM
624
Silvercrest Asset Management
New York
$296K
CWS
625
Confluence Wealth Services
Pennsylvania
$296K -$11.6K -387 -4%