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Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
1426
American State Bank (Iowa)
Iowa
$221K – – –
LWM
1427
Lyell Wealth Management
California
$221K -$5.08K -20 -2%
TWM
1428
Trueblood Wealth Management
Ohio
$221K +$222K +872 New
MIS
1429
Morningstar Investment Services
Illinois
$219K +$219K +864 New
AC
1430
Avestar Capital
New York
$219K +$219K +861 New
HCP
1431
Hexagon Capital Partners
Arkansas
$219K +$56.1K +221 +34%
RIM
1432
Reliant Investment Management
Tennessee
$219K – – –
MWA
1433
MFA Wealth Advisors
Pennsylvania
$218K +$219K +862 New
GLA
1434
Good Life Advisors
Pennsylvania
$218K +$15.2K +60 +7%
LWANC
1435
Laurel Wealth Advisors (North Carolina)
North Carolina
$218K – – –
ES
1436
Eagle Strategies
New York
$217K +$762 +3 +0.4%
FI
1437
Finivi Inc
Massachusetts
$216K +$217K +856 New
FWP
1438
FAS Wealth Partners
Kansas
$216K +$217K +853 New
SN
1439
Sittner & Nelson
Oregon
$216K -$38.1K -150 -15%
BCG
1440
Breakwater Capital Group
New Jersey
$215K +$5.59K +22 +3%
JSW
1441
Journey Strategic Wealth
New Jersey
$214K +$215K +847 New
UAS
1442
United Asset Strategies
New York
$214K – – –
VV
1443
Verity & Verity
South Carolina
$212K – – –
SP
1444
Successful Portfolios
Florida
$212K -$7.62K -30 -3%
IWA
1445
IBEX Wealth Advisors
New Jersey
$211K +$254K +1,000 New
SIA
1446
Schechter Investment Advisors
Michigan
$210K +$3.05K +12 +1%
EAM
1447
Evanson Asset Management
California
$210K – – –
FPCP
1448
Fort Point Capital Partners
California
$209K +$1.27K +5 +0.6%
RPCONE
1449
Retirement Planning Company of New England
Rhode Island
$209K +$254 +1 +0.1%
CPC
1450
Congress Park Capital
New York
$209K -$50.8K -200 -20%