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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1151
Personal CFO Solutions
New Jersey
$121K +$4.34K +444 +4%
ACM
1152
Alpha Capital Management
Texas
$121K
PWS
1153
Precision Wealth Strategies
Missouri
$120K -$19.5K -2,000 -14%
AF
1154
Advisornet Financial
Minnesota
$120K +$26K +2,658 +29%
LSWP
1155
Liberty Square Wealth Partners
Pennsylvania
$119K +$4.41K +451 +4%
JIC
1156
Joel Isaacson & Co
New York
$119K +$116K +11,895 New
ACG
1157
Allen Capital Group
Nebraska
$119K +$116K +11,861 New
FCAS
1158
First Command Advisory Services
Texas
$119K +$3.32K +340 +3%
FFG
1159
Fortem Financial Group
California
$119K +$116K +11,841 New
CWM
1160
Connecticut Wealth Management
Connecticut
$119K +$116K +11,833 New
AIM
1161
Acropolis Investment Management
Missouri
$118K +$115K +11,799 New
ACA
1162
Aspire Capital Advisors
Washington
$118K -$19.4K -1,983 -14%
HBW
1163
Hazlett, Burt & Watson
West Virginia
$118K -$6.99K -716 -6%
4WM
1164
44 Wealth Management
Oregon
$118K +$1.9K +194 +2%
GI
1165
GAMCO Investors
Connecticut
$117K
RWM
1166
Ritholtz Wealth Management
New York
$117K -$9.44K -966 -8%
MFG
1167
Midwest Financial Group
Kansas
$117K -$2.92K -299 -3%
PPW
1168
Parcion Private Wealth
Washington
$117K
MMPW
1169
Mitchell McLeod Pugh & Williams
Alabama
$117K +$113K +11,616 New
SWM
1170
Selective Wealth Management
Virginia
$117K -$9.77K -1,000 -7%
SP
1171
Successful Portfolios
Florida
$116K +$2.1K +215 +2%
OL
1172
Optas LLC
Texas
$116K +$113K +11,561 New
GFPC
1173
Global Financial Private Client
Florida
$115K +$2.71K +277 +2%
PM
1174
Penbrook Management
New York
$115K
EB
1175
Eastern Bank
Massachusetts
$115K +$7.81K +800 +8%