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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
2076
IPG Investment Advisors
California
$215K +$225K +1,884 New
ALIONA
2077
Allianz Life Insurance of North America
Minnesota
$214K +$224K +1,873 New
SC
2078
SRB Corp
Massachusetts
$214K +$224K +1,875 New
AF
2079
Affiance Financial
Minnesota
$213K -$33.8K -283 -13%
HFP
2080
Holistic Financial Partners
Indiana
$213K -$11.2K -94 -5%
F
2081
F3Logic
Minnesota
$213K +$224K +1,875 New
AWM
2082
AllSquare Wealth Management
New York
$212K
CGA
2083
Crescent Grove Advisors
Illinois
$212K
AWA
2084
AmeriServ Wealth Advisors
Pennsylvania
$210K -$11.6K -97 -5%
CAGAS
2085
Capital Advisory Group Advisory Services
Minnesota
$210K +$218K +1,826 New
LFG
2086
LifePlan Financial Group
Ohio
$209K +$8.37K +70 +4%
MS
2087
Marshall & Sullivan
Washington
$208K
RCP
2088
Rothschild Capital Partners
New York
$208K
KA
2089
Kaizen Advisory
Illinois
$207K
DC
2090
Derby & Company
Massachusetts
$207K +$10.6K +89 +5%
JSL
2091
JT Stratford LLC
Georgia
$207K +$217K +1,817 New
PC
2092
Peavine Capital
Nevada
$206K
SFM
2093
Signature Financial Management
Virginia
$206K
IHL
2094
Investment House LLC
California
$205K +$12K +100 +6%
LWA
2095
Lenox Wealth Advisors
New York
$205K +$46.9K +392 +28%
LBC
2096
Lawrence B. Cohen
$204K -$3.59K -30 -2%
CPH
2097
C Partners Holding
Switzerland
$203K -$58.2K -487 -22%
TG
2098
TLP Group
Illinois
$203K +$201K +1,685 +1,793%
LWS
2099
Lucia Wealth Services
California
$201K -$131K -1,092 -38%
PM
2100
Penbrook Management
New York
$201K