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Name Holding Trade Value Shares
Change
Change in
Stake
TL
901
TrueWealth LLC
Georgia
$74K -$15.5K -1,548 -16%
ME
902
McIlrath & Eck
Washington
$74K +$23.7K +2,369 +42%
CWSR
903
Chessman Wealth Strategies RIA
Texas
$73K +$79.3K +7,936 New
POIA
904
Pin Oak Investment Advisors
Texas
$72K -$36.1K -3,610 -32%
CWM
905
Cranbrook Wealth Management
Michigan
$69K -$2K -200 -3%
ZB
906
Zions Bancorporation
Utah
$68K +$73.6K +7,361 New
SWM
907
Selective Wealth Management
Virginia
$67K +$72.2K +7,222 New
MCM
908
Manchester Capital Management
Vermont
$65K
CFG
909
Citizens Financial Group
Rhode Island
$61K -$3.05K -305 -4%
WF
910
WealthTrust Fairport
Ohio
$61K +$50 +5 +0.1%
LWS
911
Lucia Wealth Services
California
$60K -$1.4K -140 -2%
BCI
912
Brinker Capital Investments
Pennsylvania
$60K
BWA
913
BDO Wealth Advisors
Florida
$60K +$7.07K +707 +12%
SIAP
914
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K +$21.3K +2,132 +48%
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$59K -$600 -60 -0.9%
PG
916
Patten Group
Tennessee
$58K +$290 +29 +0.5%
WSTAM
917
Wilbanks Smith & Thomas Asset Management
Virginia
$58K +$62.7K +6,275 New
VIA
918
Vantage Investment Advisors
Pennsylvania
$57K +$5.02K +502 +9%
WAS
919
WESPAC Advisors SoCal
California
$55K +$60K +6,000 New
ACA
920
Atlas Capital Advisors
Wyoming
$54K -$125K -12,453 -68%
Bessemer Group
921
Bessemer Group
New Jersey
$53K -$10.2K -1,022 -15%
IP
922
Intellectus Partners
California
$52K -$89.4K -8,940 -61%
SIS
923
Sound Income Strategies
Florida
$51K
SFG
924
SevenBridge Financial Group
Pennsylvania
$50K -$9.1K -910 -14%
BWM
925
BerganKDV Wealth Management
Minnesota
$50K +$340 +34 +0.6%