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Name Holding Trade Value Shares
Change
Change in
Stake
RWS
726
Retirement Wealth Solutions
Wisconsin
$1.12K +$1.31K +15 New
IAS
727
IMA Advisory Services
Colorado
$1.04K +$174 +2 +17%
LAS
728
Lloyd Advisory Services
Georgia
$968 -$68.4K -784 -98%
DF
729
DecisionPoint Financial
Arizona
$968 -$1.4K -16 -55%
KFG
730
Kingdom Financial Group
Arizona
$968 +$1.13K +13 New
ITIM
731
Indiana Trust & Investment Management
Indiana
$893 – – –
BONH
732
Bank of New Hampshire
New Hampshire
$893 +$1.05K +12 New
KFAS
733
Keating Financial Advisory Services
Kansas
$819 +$960 +11 New
FG
734
Fairman Group
Pennsylvania
$596 – – –
DFA
735
DHJJ Financial Advisors
Illinois
$373 – – –
AIC
736
Archer Investment Corporation
Indiana
$372 – – –
HWP
737
Highline Wealth Partners
California
$372 – – –
PWA
738
Principia Wealth Advisory
Texas
$223 -$1.57K -18 -86%
MMCM
739
Murphy & Mullick Capital Management
New York
$223 – – –
TC
740
Trust Company
Kansas
$223 – – –
SWM
741
SHP Wealth Management
Massachusetts
$223 +$262 +3 New
ACA
742
American Capital Advisory
Idaho
$149 -$523 -6 -75%
GSEP
743
Golden State Equity Partners
California
$148 +$174 +2 New
TSMHT
744
Thurston Springer Miller Herd & Titak
Indiana
$74 – – –
FPA
745
First Pacific Advisors
California
$74 +$87 +1 New
AFG
746
Albion Financial Group
Utah
$16 – – –
Loomis, Sayles & Company
747
Loomis, Sayles & Company
Massachusetts
$14 – – –
Wellington Management Group
748
Wellington Management Group
Massachusetts
– -$25.7M -297,820 Closed
RRAM
749
River Road Asset Management
Kentucky
– -$20.8M -240,805 Closed
Berkshire Hathaway
750
Berkshire Hathaway
Nebraska
– -$19.6M -227,750 Closed