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Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
1951
Raab & Moskowitz Asset Management
New Jersey
$420K +$5.97K +136 +1%
WMA
1952
Wealth Management Associates
New Jersey
$420K +$32.2K +734 +7%
GGI
1953
Godsey & Gibb Inc
Virginia
$419K -$175K -3,984 -27%
DW
1954
Domani Wealth
Pennsylvania
$419K +$103K +2,359 +28%
SWA
1955
Stratos Wealth Advisors
Ohio
$417K -$28K -639 -6%
QCM
1956
Quantinno Capital Management
New York
$415K
AWA
1957
Arkadios Wealth Advisors
Georgia
$415K +$24.3K +555 +6%
NFG
1958
Nadler Financial Group
Illinois
$412K -$3.07K -70 -0.7%
B
1959
Bridgeworth
Alabama
$412K -$2.28K -52 -0.5%
SAM
1960
S.A. Mason
Michigan
$412K +$9.87K +225 +2%
SIG
1961
Sky Investment Group
Connecticut
$411K -$658 -15 -0.1%
BBI
1962
Baxter Bros Inc
Connecticut
$411K +$2.37K +54 +0.5%
FNC
1963
First National Corp
Massachusetts
$411K +$103K +2,352 +43%
MG
1964
Mather Group
Illinois
$410K -$75.2K -1,713 -14%
ACA
1965
Aptus Capital Advisors
Alabama
$409K -$2.54M -57,815 -85%
FCFC
1966
First Citizens Financial Corp
Iowa
$409K +$66.2K +1,508 +17%
SAM
1967
Secure Asset Management
Michigan
$408K -$139K -3,173 -23%
RICHC
1968
Renaissance Investment Consultants Holding Company
Pennsylvania
$408K +$2.37K +54 +0.5%
PI
1969
Pettee Investors
Connecticut
$406K
MWM
1970
Modera Wealth Management
New Jersey
$405K +$5.26K +120 +1%
AWM
1971
Argent Wealth Management
Massachusetts
$403K -$44.2K -1,008 -9%
RWM
1972
Ritholtz Wealth Management
New York
$403K +$14.5K +330 +3%
IA
1973
IFG Advisors
Missouri
$403K +$449K +10,240 New
GC
1974
Garde Capital
Washington
$401K -$24.2K -552 -5%
HFAS
1975
Hummer Financial Advisory Services
Illinois
$400K -$2.19K -50 -0.5%