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Name Holding Trade Value Shares
Change
Change in
Stake
SA
2251
SRH Advisors
Kansas
$211K +$48.6K +1,000 +34%
CWM
2252
Concentrum Wealth Management
California
$210K +$189K +3,898 New
ML
2253
McAdam LLC
Pennsylvania
$209K +$188K +3,862 New
EFS
2254
Econ Financial Services
Pennsylvania
$208K +$187K +3,844 New
ACG
2255
Allen Capital Group
Nebraska
$208K +$187K +3,847 New
MG
2256
Mather Group
Illinois
$208K +$188K +3,861 New
AIM
2257
Assured Investment Management
New York
$205K -$6.62M -136,217 -97%
AWP
2258
Ascent Wealth Partners
New York
$205K -$201K -4,128 -52%
KA
2259
Klingman & Associates
New York
$205K +$185K +3,800 New
HIIFS
2260
Harel Insurance Investments & Financial Services
Israel
$204K -$957K -19,701 -84%
WCG
2261
Weaver Consulting Group
California
$204K +$176K +3,614 New
CC
2262
Cornerstone Capital
California
$204K +$184K +3,784 New
LA
2263
LexAurum Advisors
Kansas
$202K +$182K +3,739 New
SHJ
2264
Sharkey, Howes & Javer
Colorado
$201K +$97 +2 +0.1%
SPL
2265
Smart Portfolios LLC
Washington
$201K +$1.41K +29 +0.8%
OFS
2266
Orrstown Financial Services
Pennsylvania
$194K -$73.8K -1,518 -30%
LWM
2267
Lenox Wealth Management
Ohio
$194K +$51.9K +1,069 +42%
CFA
2268
Camarda Financial Advisors
Florida
$191K +$50.8K +1,045 +42%
VCM
2269
Versant Capital Management
Arizona
$188K
Cohen & Steers
2270
Cohen & Steers
New York
$184K +$108K +2,217 +187%
TIM
2271
Tortoise Investment Management
New York
$183K -$4.42K -91 -3%
KBFS
2272
Kohmann Bosshard Financial Services
Ohio
$178K -$120K -2,471 -43%
FMP
2273
Financial Management Professionals
Texas
$175K +$7.58K +156 +5%
HMS
2274
Hanseatic Management Services
New Mexico
$175K +$28.9K +595 +22%
BL
2275
Balentine LLC
Georgia
$173K -$5.39K -111 -3%