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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1801
Strategic Financial Services
New York
$383K -$2.4K -43 -0.6%
CWM
1802
Cornerstone Wealth Management
Missouri
$383K +$5.14K +92 +1%
BWP
1803
BSW Wealth Partners
Colorado
$381K -$135K -2,416 -27%
PWS
1804
Precision Wealth Strategies
Missouri
$381K +$90.5K +1,619 +32%
WG
1805
Welch Group
Alabama
$379K -$16.3K -292 -4%
CCP
1806
Cardan Capital Partners
Colorado
$378K +$15.8K +283 +4%
SWM
1807
Sugarloaf Wealth Management
Georgia
$378K +$38K +680 +11%
SC
1808
Searle & Co
Connecticut
$377K – – –
JFA
1809
JNBA Financial Advisors
Minnesota
$377K +$6.32K +113 +2%
MFW
1810
Mosaic Family Wealth
Missouri
$376K -$2.96K -53 -0.8%
TFA
1811
Tranquilli Financial Advisor
New Jersey
$375K -$8.05K -144 -2%
GAG
1812
GM Advisory Group
New York
$373K +$8.61K +154 +2%
SAM
1813
Secure Asset Management
Michigan
$371K +$3.75K +67 +1%
SIC
1814
Samalin Investment Counsel
New York
$371K +$7.88K +141 +2%
RRCM
1815
Rappaport Reiches Capital Management
Illinois
$369K +$362K +6,473 New
PP
1816
Patron Partners
Texas
$369K -$8.95K -160 -2%
GAM
1817
Gemmer Asset Management
California
$367K +$4.53K +81 +1%
MMHP
1818
Murphy Middleton Hinkle & Parker
Georgia
$366K – – –
AO
1819
Advisor OS
Illinois
$366K +$359K +6,426 New
AWM
1820
Aprio Wealth Management
Georgia
$364K +$357K +6,378 New
FCIM
1821
Fairview Capital Investment Management
California
$363K +$3.91K +70 +1%
IRC
1822
Investors Research Corp
Georgia
$362K – – –
IFS
1823
Ifrah Financial Services
Arkansas
$362K +$7.04K +126 +2%
MA
1824
MONECO Advisors
Connecticut
$361K +$8.83K +158 +3%
PWM
1825
Prentice Wealth Management
New York
$360K +$81K +1,449 +30%