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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1201
180 Wealth Advisors
Washington
$353K -$915 -4 -0.3%
GI
1202
GAMCO Investors
Connecticut
$352K +$30.9K +135 +11%
MWM
1203
Madison Wealth Management
Ohio
$351K – – –
DFG
1204
Delta Financial Group
New Jersey
$350K +$323K +1,413 New
HA
1205
Harfst & Associates
Wyoming
$349K -$381K -1,667 -54%
IWA
1206
Intercontinental Wealth Advisors
Texas
$349K – – –
MWM
1207
Massachusetts Wealth Management
Massachusetts
$348K +$9.15K +40 +3%
CCWM
1208
Cassaday & Co Wealth Management
Virginia
$347K +$92.9K +406 +41%
CIC
1209
Crawford Investment Counsel
Georgia
$347K – – –
BFA
1210
Beaumont Financial Advisors
Massachusetts
$346K +$7.78K +34 +2%
FLI
1211
Family Legacy Inc
South Carolina
$346K – – –
WP
1212
WealthSource Partners
California
$345K -$32.7K -143 -9%
WEG
1213
World Equity Group
Illinois
$345K +$318K +1,391 New
PK
1214
Pflug Koory
Nebraska
$342K – – –
FFA
1215
First Foundation Advisors
California
$342K +$71.4K +312 +29%
CAL
1216
Capital Advisors Ltd
Ohio
$341K – – –
MAM
1217
MMA Asset Management
Pennsylvania
$341K -$37.3K -163 -11%
Fisher Asset Management
1218
Fisher Asset Management
Washington
$339K +$7.55K +33 +2%
ISWM
1219
Independent Solutions Wealth Management
New York
$338K -$10.8K -47 -3%
VST
1220
Van Strum & Towne
California
$338K – – –
WMA
1221
Wealth Management Associates
New Jersey
$337K -$45.8K -200 -13%
Empower Advisory Group
1222
Empower Advisory Group
Colorado
$337K -$1.83K -8 -0.6%
HWA
1223
Heartwood Wealth Advisors
Virginia
$336K +$310K +1,355 New
WAM
1224
WNY Asset Management
New York
$335K -$21.7K -95 -7%
MWM
1225
Merriman Wealth Management
Washington
$332K +$1.14K +5 +0.4%