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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
1026
Comprehensive Financial Consultants Institutional
Indiana
$235K -$488 -2 -0.2%
CFD
1027
Creative Financial Designs
Indiana
$235K +$27.8K +114 +13%
CS
1028
Cannell & Spears
New York
$235K +$11.7K +48 +5%
MIM
1029
Marco Investment Management
Georgia
$234K +$4.64K +19 +2%
QCIG
1030
Quad-Cities Investment Group
Iowa
$234K +$244 +1 +0.1%
SFG
1031
Sovereign Financial Group
Connecticut
$233K
FCH
1032
Freestone Capital Holdings
Washington
$233K -$26.9K -110 -10%
CTA
1033
Colonial Trust Advisors
South Carolina
$232K
FC
1034
Fulcrum Capital
Washington
$232K +$237K +972 New
PCS
1035
Personal CFO Solutions
New Jersey
$232K +$16.8K +69 +8%
KWM
1036
Keebeck Wealth Management
Illinois
$230K
PVH
1037
Psagot Value Holdings
Israel
$230K +$242K +990 New
SM
1038
Sweeney & Michel
California
$229K +$251K +1,029 New
SVWAG
1039
Sound View Wealth Advisors Group
Georgia
$228K -$8.79K -36 -4%
CPA
1040
Court Place Advisors
Maryland
$228K
LPT
1041
Legacy Private Trust
Wisconsin
$227K
OIA
1042
Optimum Investment Advisors
Illinois
$227K +$24.4K +100 +12%
ACA
1043
Aptus Capital Advisors
Alabama
$226K -$6.84K -28 -3%
CC
1044
Corton Capital
Ontario, Canada
$226K +$231K +948 New
AWA
1045
Aaron Wealth Advisors
Illinois
$226K +$12.9K +53 +6%
MFS
1046
Mirabella Financial Services
United Kingdom
$225K +$230K +941 New
FCP
1047
Fidelis Capital Partners
Florida
$221K +$239K +978 New
SIM
1048
Sentry Investment Management
Wisconsin
$221K -$6.59K -27 -3%
BA
1049
Ballast Advisors
Minnesota
$220K
CW
1050
CIC Wealth
Maryland
$220K +$2.69K +11 +1%