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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1601
AssetMark Inc
California
$559K +$81.9K +795 +18%
WPA
1602
West Paces Advisors
Georgia
$557K +$412 +4 +0.1%
ZAM
1603
Zevin Asset Management
Massachusetts
$557K
WOC
1604
West Oak Capital
California
$555K -$204K -1,979 -28%
JIP
1605
Jaffetilchin Investment Partners
Florida
$553K +$530K +5,144 New
LFG
1606
Larson Financial Group
Missouri
$551K +$528K +5,126 New
QPWM
1607
Quadrant Private Wealth Management
Pennsylvania
$548K +$525K +5,094 New
TPW
1608
Tiller Private Wealth
Pennsylvania
$547K -$73.3K -712 -12%
CAC
1609
Certified Advisory Corp
Florida
$547K +$525K +5,095 New
TCM
1610
Tradewinds Capital Management
Washington
$545K +$206 +2 +0%
BWM
1611
Bernicke Wealth Management
Wisconsin
$543K +$46.9K +455 +10%
AIM
1612
Aspen Investment Management
Michigan
$542K -$5.15K -50 -1%
FHC
1613
First Heartland Consultants
Missouri
$541K -$359K -3,481 -41%
FP
1614
FDO Partners
Massachusetts
$540K -$1.45M -14,055 -74%
AMCA
1615
Arthur M. Cohen & Associates
Illinois
$538K +$506K +4,911 New
LWS
1616
Lucia Wealth Services
California
$538K +$516K +5,008 New
GLI
1617
Guardian Life Insurance
New York
$537K +$154K +1,498 +43%
LCM
1618
Leisure Capital Management
California
$536K +$53.6K +520 +12%
WP
1619
WealthPLAN Partners
Nebraska
$536K +$61.6K +598 +14%
WWMSC
1620
Wagner Wealth Management (South Carolina)
South Carolina
$533K +$495K +4,806 New
MFBTD
1621
MB Financial Bank - Trust Department
Illinois
$531K
FHAM
1622
Folger Hill Asset Management
New York
$531K +$509K +4,939 New
VC
1623
Vicus Capital
Pennsylvania
$528K +$137K +1,331 +37%
MLFP
1624
MPS Loria Financial Planners
Illinois
$524K
CYG
1625
Clean Yield Group
Vermont
$523K -$37.9K -368 -7%