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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2951
Personal Wealth Partners
Minnesota
$210K
FSCM
2952
Front Street Capital Management
Montana
$209K -$80.2K -446 -27%
4WM
2953
44 Wealth Management
Oregon
$209K -$18.7K -104 -8%
SDJVC
2954
St. Denis J. Villere & Co
Louisiana
$209K +$214K +1,190 New
Marshall Wace
2955
Marshall Wace
United Kingdom
$208K -$18.9M -104,940 -99%
AC
2956
Alley Company
Illinois
$208K
VFP
2957
Verus Financial Partners
Virginia
$208K +$11.3K +63 +6%
BP
2958
BCK Partners
New York
$207K
FSA
2959
Financial Sense Advisors
California
$207K
E
2960
Ergoteles
New York
$206K -$66.5M -369,732 -100%
WLIM
2961
White Lighthouse Investment Management
Massachusetts
$205K -$12.8K -71 -6%
AW
2962
Avion Wealth
Texas
$204K -$11.5K -64 -5%
CFG
2963
Compton Financial Group
Maryland
$204K
VCG
2964
Vantage Consulting Group
Virginia
$204K +$208K +1,158 New
SPA
2965
Sentinel Pension Advisors
Massachusetts
$204K +$209K +1,162 New
HHRDM
2966
H&H Retirement Design & Management
Nevada
$203K -$113K -630 -35%
MS
2967
Marshall & Sullivan
Washington
$202K
TWP
2968
Treybourne Wealth Planners
Indiana
$202K +$7.55K +42 +4%
WCM
2969
Wealthcare Capital Management
Virginia
$202K +$8.99K +50 +5%
HCM
2970
Hudson Capital Management
New Jersey
$202K +$207K +1,151 New
CS
2971
Capital Square
Tennessee
$201K
PCWA
2972
Pacific Capital Wealth Advisors
California
$201K
SPAS
2973
Spectrum Planning & Advisory Services
California
$201K
NEPPG
2974
New England Professional Planning Group
Rhode Island
$200K -$75.5K -420 -27%
HBWM
2975
Hollow Brook Wealth Management
New York
$200K