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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
901
Western Wealth Management
Colorado
$293K -$6.93K -43 -2%
Financial Engines Advisors
902
Financial Engines Advisors
California
$293K +$12.9K +80 +5%
IP
903
Investment Partners
Ohio
$292K +$1.29K +8 +0.4%
SFG
904
Summit Financial Group
West Virginia
$290K
CWA
905
Clearview Wealth Advisors
Oregon
$289K -$1.45K -9 -0.5%
SCM
906
Stonebridge Capital Management
California
$288K
SWM
907
SeaCrest Wealth Management
New York
$287K -$114K -705 -28%
AIP
908
Almanack Investment Partners
Pennsylvania
$286K +$43.2K +268 +17%
LSAG
909
Lake Street Advisors Group
New Hampshire
$285K -$13.2K -82 -4%
CT
910
Cambridge Trust
Massachusetts
$284K +$289K +1,795 New
YWP
911
YorkBridge Wealth Partners
New York
$283K +$55.3K +343 +24%
EGA
912
E&G Advisors
Texas
$282K -$43.2K -268 -13%
RG
913
Renaissance Group
Kentucky
$282K
FG
914
Fiduciary Group
Georgia
$281K -$16K -99 -6%
AWM
915
Apollon Wealth Management
South Carolina
$280K +$286K +1,774 New
BL
916
Balentine LLC
Georgia
$278K -$6.45K -40 -2%
CC
917
Courier Capital
New York
$278K
IIC
918
Ironwood Investment Counsel
Arizona
$276K -$114K -710 -29%
MRCM
919
M&R Capital Management
New Jersey
$276K -$84.6K -525 -23%
FFN
920
Focus Financial Network
Minnesota
$271K +$275K +1,708 New
TCA
921
Transcend Capital Advisors
New Jersey
$271K -$11K -68 -4%
CFFP
922
Center for Financial Planning
Michigan
$271K +$124K +771 +81%
MMG
923
Monetary Management Group
Missouri
$269K
MWM
924
Meridian Wealth Management
Kentucky
$269K +$17.2K +107 +7%
HFP
925
Holistic Financial Partners
Indiana
$268K -$26.4K -164 -9%