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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1751
One Capital Management
California
$436K +$8.31K +84 +2%
BMWM
1752
Brown Miller Wealth Management
Virginia
$435K +$495 +5 +0.1%
WIP
1753
WealthCare Investment Partners
Rhode Island
$435K +$65.9K +666 +17%
Wealth Enhancement Advisory Services
1754
Wealth Enhancement Advisory Services
Minnesota
$434K -$5.11M -51,627 -91%
SP
1755
Successful Portfolios
Florida
$433K -$36.7K -371 -8%
CFO
1756
CVA Family Office
Colorado
$433K +$210K +2,125 +88%
PVH
1757
Psagot Value Holdings
Israel
$433K +$213K +2,149 +90%
AFP
1758
Ausdal Financial Partners
Iowa
$431K +$9.3K +94 +2%
Massachusetts Financial Services
1759
Massachusetts Financial Services
Massachusetts
$430K -$1.49M -15,096 -77%
WG
1760
Welch Group
Alabama
$428K +$25.2K +255 +6%
FAG
1761
Fortitude Advisory Group
Washington
$427K -$4.55K -46 -1%
DWM
1762
Defined Wealth Management
Oregon
$427K – – –
KA
1763
Kozak & Associates
Colorado
$425K +$165K +1,664 +53%
WWM
1764
Windsor Wealth Management
Indiana
$421K -$24.4K -246 -5%
SDWMA
1765
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K -$12.2K -123 -3%
RB
1766
Rodgers Brothers
Pennsylvania
$418K -$22.8K -230 -5%
ABLA
1767
Alan B. Lancz & Associates
Ohio
$418K – – –
WCG
1768
Weaver Consulting Group
California
$416K +$78.7K +795 +22%
LJAC
1769
L.J. Altfest & Co
New York
$412K +$12.3K +124 +3%
MA
1770
MJP Associates
Connecticut
$412K +$53.3K +538 +14%
HR
1771
Howe & Rusling
New York
$412K +$132K +1,337 +45%
NC
1772
NinePointTwo Capital
California
$407K -$88.1K -890 -17%
NF
1773
Norwood Financial
Pennsylvania
$407K +$2.48K +25 +0.6%
EP
1774
Edgestream Partners
New Jersey
$404K -$1.57M -15,895 -79%
BWP
1775
BSW Wealth Partners
Colorado
$404K -$135K -1,361 -24%