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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
2476
Marks Group Wealth Management
Minnesota
$437K -$19K -309 -4%
HP
2477
Holistic Planning
Texas
$437K +$6.89K +112 +2%
QFA
2478
Quantum Financial Advisors
California
$437K -$62 -1 -0%
AAM
2479
Augustine Asset Management
Florida
$436K +$2.4K +39 +0.6%
CWM
2480
Centric Wealth Management
Illinois
$436K +$49.5K +804 +13%
FNC
2481
First National Corp
Massachusetts
$436K
CFG
2482
Carr Financial Group
Massachusetts
$436K +$21.9K +355 +5%
Loomis, Sayles & Company
2483
Loomis, Sayles & Company
Massachusetts
$435K +$77.9K +1,266 +22%
TWM
2484
Trueblood Wealth Management
Ohio
$434K
BTWM
2485
Baker Tilly Wealth Management
Wisconsin
$434K -$137K -2,227 -24%
CMBA
2486
C.M. Bidwell & Associates
Hawaii
$433K +$432K +7,021 New
EPIMS
2487
Evelyn Partners Investment Management Services
$433K
MPWS
2488
McCarter Private Wealth Services
Massachusetts
$432K +$3.08K +50 +0.7%
HAS
2489
HBW Advisory Services
California
$431K -$18.1K -294 -4%
KCPG
2490
Kavar Capital Partners Group
Kansas
$431K +$12.9K +209 +3%
AWA
2491
AGH Wealth Advisors
Kansas
$429K -$554 -9 -0.1%
4A
2492
4Wealth Advisors
Illinois
$429K -$85.8K -1,394 -17%
CNTOF
2493
Canandaigua National Trust of Florida
New York
$428K -$799K -12,976 -65%
SGI
2494
Summit Global Investments
Utah
$427K -$1.58M -25,707 -79%
SA
2495
Strategic Advocates
Utah
$427K -$164K -2,661 -28%
BP
2496
Broadleaf Partners
Ohio
$426K
Cohen & Steers
2497
Cohen & Steers
New York
$426K +$425K +6,900 New
ATWA
2498
Arbor Trust Wealth Advisors
Michigan
$425K -$89.3K -1,450 -17%
OWM
2499
Opes Wealth Management
California
$424K +$6.16K +100 +1%
PNAA
2500
Pictet North America Advisors
Switzerland
$424K -$15.5K -251 -4%