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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1026
Aaron Wealth Advisors
Illinois
$457K +$12.4K +48 +3%
CGL
1027
Clarius Group LLC
Washington
$454K -$8.55K -33 -2%
FM
1028
Foster & Motley
Ohio
$452K -$25.7K -99 -5%
PI
1029
Pettee Investors
Connecticut
$452K -$25.9K -100 -5%
TC
1030
Truvestments Capital
Florida
$452K -$36.6K -141 -7%
RCG
1031
Regatta Capital Group
California
$449K – – –
IIC
1032
Integrated Investment Consultants
Michigan
$449K -$4.15K -16 -0.9%
FCAS
1033
First Command Advisory Services
Texas
$448K +$39.1K +151 +9%
CCA
1034
Checchi Capital Advisers
California
$447K -$17.9K -69 -4%
JWM
1035
JGP Wealth Management
Oregon
$447K +$4.67K +18 +1%
PPW
1036
Pasadena Private Wealth
California
$446K – – –
1SB
1037
1ST Source Bank
Indiana
$443K -$7.26K -28 -2%
IFG
1038
Independent Financial Group
California
$442K +$33.7K +130 +8%
AWA
1039
Arete Wealth Advisors
Illinois
$441K -$39.9K -154 -8%
PTC
1040
Private Trust Company
Ohio
$441K -$189K -729 -29%
GI
1041
Gradient Investments
Minnesota
$440K -$16.3K -63 -3%
UPS
1042
UHLMANN PRICE SECURITIES
Illinois
$439K -$259 -1 -0.1%
NC
1043
Napatree Capital
Rhode Island
$439K -$43K -166 -8%
SOAMC
1044
Spirit of America Management Corp
New York
$439K – – –
CFM
1045
Catalyst Funds Management
Australia
$439K +$467K +1,800 New
WI
1046
Westbourne Investments
Virginia
$439K +$467K +1,800 New
NHT
1047
New Hampshire Trust
New Hampshire
$437K -$104K -400 -18%
WWM
1048
Western Wealth Management
Colorado
$433K -$473K -1,825 -51%
MA
1049
MKT Advisors
California
$432K – – –
GC
1050
Garde Capital
Washington
$431K +$6.48K +25 +1%