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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1301
Crestwood Advisors Group
Massachusetts
$134K -$137K -12,311 -53%
SIC
1302
Samalin Investment Counsel
New York
$133K -$18.4K -1,652 -13%
PL
1303
Plancorp LLC
Missouri
$133K +$7.6K +683 +7%
AMBIA
1304
Allen Mooney & Barnes Investment Advisors
Georgia
$133K -$634 -57 -0.5%
TWP
1305
Tempus Wealth Planning
California
$133K +$5.8K +521 +5%
OHIS
1306
Oak Harvest Investment Services
Texas
$133K +$5.8K +521 +5%
Jones Financial Companies
1307
Jones Financial Companies
Missouri
$132K +$2.14K +192 +2%
RFS
1308
Richardson Financial Services
Massachusetts
$132K +$121K +10,840 New
WA
1309
WESPAC Advisors
California
$132K -$6.61K -594 -5%
AA
1310
Alta Advisers
United Kingdom
$132K
SIS
1311
Strategic Investment Solutions
Illinois
$131K +$120K +10,781 New
CWA
1312
Canvas Wealth Advisors
Kansas
$131K -$1.87K -168 -1%
ADL
1313
Asset Dedication LLC
California
$131K
FPWM
1314
FSB Premier Wealth Management
Iowa
$130K +$119K +10,677 New
BFIM
1315
Beese Fulmer Investment Management
Ohio
$130K -$21.1K -1,900 -15%
RW
1316
REDW Wealth
New Mexico
$130K -$16.2K -1,452 -12%
BP
1317
Ballentine Partners
Massachusetts
$130K -$21.6K -1,939 -15%
DOA
1318
D'Orazio & Associates
Virginia
$129K -$21.4K -1,920 -15%
AF
1319
Advisornet Financial
Minnesota
$129K -$3.79K -341 -3%
MIM
1320
MTM Investment Management
South Carolina
$129K +$1.1K +99 +0.9%
BRG
1321
Bay Rivers Group
Virginia
$129K
AF
1322
Arrow Financial
New York
$128K
KWMG
1323
King Wealth Management Group
Florida
$127K +$89 +8 +0.1%
OL
1324
OneFund LLC
Florida
$127K +$116K +10,399 New
BCA
1325
Bray Capital Advisors
Florida
$127K