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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1026
Goldstein Advisors
Wisconsin
$236K -$2.93K -12 -1%
CFCI
1027
Comprehensive Financial Consultants Institutional
Indiana
$235K -$488 -2 -0.2%
CFD
1028
Creative Financial Designs
Indiana
$235K +$27.8K +114 +13%
Cannell & Spears
1029
Cannell & Spears
New York
$235K +$11.7K +48 +5%
MIM
1030
Marco Investment Management
Georgia
$234K +$4.64K +19 +2%
QCIG
1031
Quad-Cities Investment Group
Iowa
$234K +$244 +1 +0.1%
SFG
1032
Sovereign Financial Group
Connecticut
$233K – – –
Freestone Capital Holdings
1033
Freestone Capital Holdings
Washington
$233K -$26.9K -110 -10%
CTA
1034
Colonial Trust Advisors
South Carolina
$232K – – –
FC
1035
Fulcrum Capital
Washington
$232K +$237K +972 New
PCS
1036
Personal CFO Solutions
New Jersey
$232K +$16.8K +69 +8%
KWM
1037
Keebeck Wealth Management
Illinois
$230K – – –
PVH
1038
Psagot Value Holdings
Israel
$230K +$242K +990 New
SM
1039
Sweeney & Michel
California
$229K +$251K +1,029 New
SVWAG
1040
Sound View Wealth Advisors Group
Georgia
$228K -$8.79K -36 -4%
CPA
1041
Court Place Advisors
Maryland
$228K – – –
LPT
1042
Legacy Private Trust
Wisconsin
$227K – – –
OIA
1043
Optimum Investment Advisors
Illinois
$227K +$24.4K +100 +12%
Aptus Capital Advisors
1044
Aptus Capital Advisors
Alabama
$226K -$6.84K -28 -3%
CC
1045
Corton Capital
Ontario, Canada
$226K +$231K +948 New
AWA
1046
Aaron Wealth Advisors
Illinois
$226K +$12.9K +53 +6%
MFS
1047
Mirabella Financial Services
United Kingdom
$225K +$230K +941 New
FCP
1048
Fidelis Capital Partners
Florida
$221K +$239K +978 New
SIM
1049
Sentry Investment Management
Wisconsin
$221K -$6.59K -27 -3%
BA
1050
Ballast Advisors
Minnesota
$220K – – –