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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1101
Personal CFO Solutions
New Jersey
$305K +$14.8K +89 +5%
IA
1102
IFP Advisors
Florida
$304K -$28K -169 -9%
MIP
1103
Marietta Investment Partners
Wisconsin
$302K
WIA
1104
Westbourne Investment Advisors
Maryland
$302K
PA
1105
Probity Advisors
Texas
$299K -$5.8K -35 -2%
CWM
1106
Cahaba Wealth Management
Georgia
$296K +$994 +6 +0.4%
HPWM
1107
Highland Private Wealth Management
Washington
$295K +$10.6K +64 +4%
MFA
1108
Mayflower Financial Advisors
Massachusetts
$295K +$10.9K +66 +4%
TWM
1109
Tradition Wealth Management
Minnesota
$295K +$106K +638 +60%
AC
1110
Avestar Capital
New York
$295K +$283K +1,707 New
CAM
1111
Columbia Asset Management
Michigan
$294K
YWP
1112
YorkBridge Wealth Partners
New York
$293K
HDIM
1113
Hanson & Doremus Investment Management
Vermont
$292K +$37.3K +225 +15%
RP
1114
Riverwater Partners
Wisconsin
$291K +$279K +1,685 New
PMFA
1115
Plante Moran Financial Advisors
Michigan
$289K -$81.2K -490 -23%
GWSG
1116
GPS Wealth Strategies Group
Colorado
$289K -$11.4K -69 -4%
BCMO
1117
Buckingham Capital Management (Ohio)
Ohio
$288K -$16.6K -100 -6%
FMWA
1118
Forvis Mazars Wealth Advisors
Missouri
$288K +$26.5K +160 +11%
CAG
1119
Csenge Advisory Group
Florida
$287K -$34.6K -209 -10%
KP
1120
Keel Point
Alabama
$287K +$7.96K +48 +3%
HPC
1121
HM Payson & Co
Maine
$285K -$2.15K -13 -0.8%
CT
1122
Columbia Trust
Oregon
$284K
FFMBT
1123
First Farmers & Merchants Bank Trust
Tennessee
$284K +$272K +1,643 New
IA
1124
Insight Advisors
Pennsylvania
$283K +$994 +6 +0.4%
TP
1125
Tranquility Partners
Tennessee
$283K +$8.29K +50 +3%