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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Mattern Wealth Management
Kansas
$232K – – –
WOSD
1027
WFA of San Diego
California
$232K – – –
CFD
1028
Creative Financial Designs
Indiana
$230K +$26.1K +113 +13%
TIA
1029
Tiemann Investment Advisors
California
$229K +$9.22K +40 +4%
SC
1030
Scholtz & Company
Connecticut
$228K +$15K +65 +7%
Koshinski Asset Management
1031
Koshinski Asset Management
Illinois
$227K +$226K +981 New
TWA
1032
Tandem Wealth Advisors
Arizona
$227K +$226K +981 New
LBWM
1033
Left Brain Wealth Management
Illinois
$226K +$225K +978 New
SIM
1034
Sentry Investment Management
Wisconsin
$226K +$12.7K +55 +6%
BB
1035
Bell Bank
North Dakota
$225K -$16.8K -73 -7%
AFP
1036
Ausdal Financial Partners
Iowa
$223K +$7.15K +31 +3%
NW
1037
NewEdge Wealth
Pennsylvania
$223K +$222K +961 New
E
1038
ETFidea
New York
$221K – – –
BWP
1039
BSW Wealth Partners
Colorado
$221K +$1.15K +5 +0.5%
CW
1040
Connectus Wealth
Ohio
$221K +$219K +952 New
PCM
1041
Parsons Capital Management
Rhode Island
$220K – – –
PCA
1042
Personal Capital Advisors
California
$218K -$36.2K -157 -14%
MM
1043
MQS Management
New York
$218K +$217K +943 New
D
1044
Diversified
Delaware
$218K +$4.61K +20 +2%
AIP
1045
ARS Investment Partners
New York
$218K – – –
SCM
1046
Shelton Capital Management
Colorado
$218K – – –
WF
1047
Warner Financial
Maryland
$217K +$231 +1 +0.1%
TLFA
1048
True Link Financial Advisors
California
$217K – – –
MG
1049
Mather Group
Illinois
$216K +$215K +933 New
JE
1050
JMAC Enterprises
Pennsylvania
$216K – – –