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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2101
Meritas Wealth Management
California
$502K – – –
PPW
2102
Presilium Private Wealth
Pennsylvania
$501K – – –
VT
2103
Vise Technologies
New York
$500K +$95.9K +891 +21%
VC
2104
Veracity Capital
Georgia
$500K -$47K -437 -8%
SRSA
2105
S.R. Schill & Associates
Washington
$500K -$290K -2,692 -35%
GSAM
2106
Grant Street Asset Management
Pennsylvania
$500K +$69.1K +642 +15%
GA
2107
Geller Advisors
New York
$499K -$16.9K -157 -3%
PPWM
2108
Paragon Private Wealth Management
Kentucky
$498K -$10.4K -97 -2%
MCA
2109
MSH Capital Advisors
Arizona
$498K – – –
SSWM
2110
Strait & Sound Wealth Management
California
$495K +$214K +1,988 +66%
ACS
2111
Archford Capital Strategies
Illinois
$493K +$12.1K +112 +2%
PSCM
2112
Per Stirling Capital Management
Texas
$492K -$11.9K -111 -2%
CC
2113
Cadinha & Co
Hawaii
$491K +$533K +4,948 New
RWP
2114
Revolve Wealth Partners
New Jersey
$491K -$1.29K -12 -0.2%
HNWAG
2115
High Net Worth Advisory Group
Florida
$490K +$2.04K +19 +0.4%
AAM
2116
Aureus Asset Management
Massachusetts
$490K – – –
EFA
2117
Evernest Financial Advisors
Indiana
$489K -$34.4K -320 -6%
S
2118
Sunpointe
Missouri
$488K -$4.31K -40 -0.8%
AA
2119
Alta Advisers
United Kingdom
$487K – – –
ILI
2120
Invesco LLC (Illinois)
Illinois
$486K +$969 +9 +0.2%
PG
2121
Patten Group
Tennessee
$485K -$46K -427 -8%
EIP
2122
Ellis Investment Partners
Pennsylvania
$485K +$12.6K +117 +2%
TCM
2123
Triumph Capital Management
Colorado
$484K +$7.54K +70 +1%
EDRIA
2124
Edmonds Duncan Registered Investment Advisors
Kansas
$481K +$1.08K +10 +0.2%
AFAS
2125
Acorn Financial Advisory Services
Virginia
$480K -$40.4K -375 -7%