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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
926
Duncker Streett & Co
Missouri
$152K
IIC
927
Integrated Investment Consultants
Michigan
$150K +$159K +1,095 New
APP
928
Avantax Planning Partners
Iowa
$148K +$157K +1,081 New
WPA
929
West Paces Advisors
Georgia
$148K
GLI
930
Guardian Life Insurance
New York
$146K -$63.6K -439 -29%
LWM
931
Lenox Wealth Management
Ohio
$142K +$41.9K +289 +39%
RWP
932
RWA Wealth Partners
Massachusetts
$140K +$149K +1,027 New
CIP
933
Convergence Investment Partners
Florida
$139K +$147K +1,015 New
FBC
934
Fairfield, Bush & Co
Connecticut
$137K +$145K +1,000 New
EWM
935
Endurance Wealth Management
Rhode Island
$134K
JIR
936
James Investment Research
Ohio
$130K -$471K -3,250 -77%
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$130K
PWM
938
Perigon Wealth Management
California
$130K +$43.9K +303 +47%
BFC
939
Bedel Financial Consulting
Indiana
$128K +$135K +933 New
AssetMark Inc
940
AssetMark Inc
California
$127K -$60.7K -419 -31%
MSA
941
Marino Stram & Associates
Massachusetts
$127K
MFW
942
Mosaic Family Wealth
Missouri
$118K +$14.3K +99 +13%
SQA
943
Simon Quick Advisors
New Jersey
$118K +$27.2K +188 +28%
FWM
944
Focused Wealth Management
New York
$109K
WG
945
Welch Group
Alabama
$103K
ACA
946
Atlas Capital Advisors
Wyoming
$101K +$107K +739 New
PMFA
947
Plante Moran Financial Advisors
Michigan
$101K -$43.7K -302 -29%
MCM
948
Manchester Capital Management
Vermont
$100K
SFPIA
949
Stevens First Principles Investment Advisors
California
$99K
SC
950
Sawyer & Company
Massachusetts
$93K +$29K +200 +42%